Core Viewpoint - Viewbix Inc. has signed a non-binding term sheet for the acquisition of Quantum X Labs Ltd., which will significantly enhance its capabilities in quantum computing and AI technologies [1][2]. Company Overview - Viewbix operates in the digital advertising sector through subsidiaries Gix Media Ltd. and Cortex Media Group Ltd., focusing on search and digital content activities [5]. - The company develops technological software solutions for automating, optimizing, and monetizing internet campaigns, aiming to drive user traffic to its clients [5]. Acquisition Details - The acquisition will involve Viewbix acquiring 100% of Quantum X Labs' issued and outstanding share capital in exchange for shares of Viewbix's common stock and pre-funded warrants [2]. - The securities issued to Quantum X Labs' shareholders will represent 65% of Viewbix's total post-closing issued and outstanding share capital, which includes a concurrent PIPE financing of $3 million [2]. - The closing of the acquisition is anticipated in December 2025, pending due diligence, definitive agreements, regulatory approvals, and stockholder approval [4]. Quantum X Labs Profile - Quantum X Labs is a leading company in quantum computing and AI, focusing on quantum algorithmics and quantum physics [3]. - The company is recognized for its commitment to creating and retaining quantum innovations across various industries, supported by a diverse ecosystem of subsidiaries developing unique, patent-protected solutions [3].

Core Insights - Investors in pure-play quantum computing stocks are facing challenges in valuing these companies, leading to high price volatility in this emerging sector on Wall Street [1] Group 1 - The quantum computing industry is currently experiencing significant interest, but the valuation of companies within this space remains uncertain [1] - The volatility in stock prices reflects the speculative nature of investments in quantum computing, which is considered a futuristic technology [1]

Core Insights - Investors are facing challenges in valuing pure-play quantum computing stocks, leading to high volatility in prices for companies like Rigetti, IonQ, D-Wave Quantum, and Quantum Computing Inc [1][2] - The potential of quantum computing could revolutionize various fields, with shares of these companies soaring by 100% or more this year [2] - The excitement around quantum technology raises questions about appropriate valuation, as seen with Rigetti's stock price surge from $1.06 to a recent high of $58 [3][4] Company Valuations - Rigetti's shares are currently priced around $38, reflecting a valuation over 1,000 times its sales, in stark contrast to Nvidia's 50 times sales [4] - Despite the soaring stock price, Rigetti remains unprofitable, although it reported a profit in Q1 2025 due to changes in the value of its securities [4] - The market capitalization of Rigetti stands at $13 billion, with forecast revenues of only $22 million, highlighting a significant disconnect in valuation [5] Market Dynamics - The "Quantum 4" includes Rigetti, IonQ, D-Wave, and Quantum Computing Inc, which have attracted significant trading interest [6] - Rigetti has become the fourth most actively traded stock among clients of Interactive Brokers, surpassing trading volumes of major companies like Apple and Amazon [3]

Core Insights - The rapid rise of quantum computing stocks is expected to be followed by a significant decline, indicating a potential bubble in the market [1][10][11] Market Performance - Quantum computing stocks have shown trailing-12-month returns of up to 3,170% as of October 31, with companies like IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. leading the surge [2] - Current market capitalizations for these companies range from $3.7 billion for Quantum Computing Inc. to $21.7 billion for IonQ, despite a lack of supporting data for such high valuations [3] Technology and Use Cases - Quantum computing utilizes specialized computers based on quantum mechanics to solve complex problems beyond the capabilities of traditional computers [5] - Potential applications include enhancing AI algorithms, improving drug trial success rates, strengthening cybersecurity, refining weather forecasting, and optimizing investment portfolios [5] Investment Dynamics - The surge in quantum computing stocks has been fueled by potential partnerships and financing opportunities, including discussions of equity stakes by the Trump administration [7] - Major cloud computing services like Amazon's Braket and Microsoft's Azure Quantum are providing access to quantum computing resources, further legitimizing the technology [8] Market Sentiment - The phenomenon of "FOMO" (fear of missing out) is driving investor behavior, contributing to the rapid price increases of quantum computing stocks [9] - Historical trends suggest that every major technological advancement has experienced a bubble-bursting event, indicating that quantum computing may follow suit [12][15] Valuation Concerns - Current valuations of quantum computing stocks are unsustainable, with price-to-sales (P/S) ratios reminiscent of the dot-com bubble, where leading companies peaked at P/S ratios of 30 to 40 [16] - The S&P 500's Shiller P/E Ratio is currently at 41.20, suggesting that a market correction could disproportionately affect high-valuation stocks like those in quantum computing [19][20] Future Projections - Consensus sales projections for 2027 indicate that even with significant sales growth, existing valuations for quantum computing stocks cannot be justified [18]

Core Insights - The global quantum computing market is expected to grow from $5 billion in 2024 to over $800 billion by 2035, with a CAGR exceeding 55% [1][3] - Quantum computing is positioned to overcome the limitations faced by classical computing, providing significant computational breakthroughs in complex fields such as finance, biopharmaceuticals, and materials engineering [1][2] Industry Developments - Major economies are incorporating quantum information technology into their national strategies, with the U.S. increasing funding by $2.7 billion for the National Quantum Initiative Act (2025-2029), and similar initiatives from the EU and Japan [2] - China has prioritized quantum technology in its national plans since the 13th Five-Year Plan, shifting focus from research breakthroughs to engineering and commercial applications in the 14th Five-Year Plan [2] Market Dynamics - The quantum computing industry chain is entering a rapid growth phase, with synchronous breakthroughs across various segments and increasing synergy effects [3] - There is significant potential for domestic substitution in upstream key equipment such as dilution refrigerators and measurement control systems, while the midstream ecosystem of complete machines and software algorithms is gradually improving [3] Investment Opportunities - Recommended companies to watch include Western Superconducting Technologies (688122.SH) and Dingyang Technology (688118.SH), with other relevant companies in the industry chain such as Hexin Instruments (688622.SH), Guosheng Quantum (688027.SH), Zhongtai Co., Ltd. (300435.SZ), and Fujida (920640.BJ) [4]

Key Points Rigetti shares have more than doubled since its Q2 earnings report in August. The stock is being driven more on sentiment and less on actual financial results. Updates on Rigetti's progress preparing its quantum computing technology for commercialization will be more important than how much revenue it reports. 10 stocks we like better than Rigetti Computing › The past year has seen growing investor enthusiasm for the long-term prospects of leading quantum computing companies. Rigetti C ...

Core Insights - Rigetti Computing's shares increased by 48.6% in October 2025, following a remarkable 83.6% rise in September, primarily driven by positive analyst reports and advancements in quantum computing technology [1][8] - Analyst David Williams from Benchmark raised Rigetti's target price from $20 to $50 per share, praising the company's $350 million stock sale, which is expected to support its operations for several years [2] - JPMorgan Chase announced a $1.5 trillion commitment to advanced technology investments, including quantum computing, which contributed to a 25% increase in Rigetti's stock over a weekend [3][4] Company Developments - Rigetti announced support for Nvidia's NVQLink platform, which facilitates communication between digital computers and quantum systems, enhancing data access and simplifying programming for quantum computing [6] - The integration with Nvidia represents a significant step for Rigetti, indicating a future where quantum and digital computing coexist for various applications [7] Market Context - The quantum computing sector is experiencing heightened interest, with Rigetti's stock surging over 3,000% in the past year, although it may currently be overvalued [8]

Core Insights - IonQ is valued at over $20 billion and specializes in quantum computing and networking, providing access to its systems via major cloud platforms like AWS, Azure, and Google Cloud [1] - The company also offers quantum-safe networking solutions, quantum key distribution systems, random number generators, and consulting services for quantum applications [2] Financial Performance - IonQ's stock has nearly tripled in value over the past year, with Q3 results expected to be a significant driver for shares [3] - Revenue for Q2 reached $20.7 million, exceeding guidance by 15%, attributed to accelerated project implementations [4] - Full-year 2025 revenue guidance has been raised to between $82 million and $100 million, with Q3 2025 sales forecasted to grow to $27 million from $12.4 million year-over-year [3][5] Strategic Developments - IonQ completed a $1 billion capital raise, marking the largest single institutional investment in quantum computing history [4] - The acquisition of Oxford Ionics aims to achieve a target of 800 logical qubits by 2027 and 80,000 by 2030, positioning the company with a significant technical lead over competitors [5] - Recent acquisitions of Lightsynq and Capella Space enhance IonQ's quantum networking capabilities, including the only commercially certified quantum key distribution products globally [6]

Core Insights - D-Wave Quantum is a leader in quantum computing, offering both quantum annealing and gate-model quantum computers for industrial and research applications [1][2] - The company has solved over 200 million problems on its quantum platforms since its founding in 1999 [2] Stock Performance - QBTS stock has increased approximately 265% year-to-date in 2025, despite a recent dip of about 4% over the last five days [3] - Over the longer term, the stock has gained over 288% in six months and more than 2950% over the past 52 weeks, significantly outperforming the Russell 2000's 10% gain [4] - The stock exhibits high volatility typical of emerging tech sectors, with sharp advances and corrections, but maintains a strong upward trajectory due to growing demand for quantum computing solutions [5] Financial Results - In Q2 2025, D-Wave reported revenue of $3.1 million, a 42% year-over-year increase, exceeding analyst expectations by 22% [6] - The company experienced a loss per share of $0.08, which was worse than the estimated loss of $0.05, attributed to non-cash warrant revaluation charges and increased operating expenses [6] - Operating expenses rose 41% to $28.5 million, reflecting investments in personnel and R&D, while gross margin remained steady at approximately 64% [7] - Adjusted EBITDA loss widened to $20 million, but D-Wave ended the quarter with record cash reserves of about $815 million, supported by a $400 million equity raise completed in July 2025 [7]

Core Insights - Rigetti Computing (RGTI) is experiencing increased demand for hybrid quantum-classical platforms, driven by interest from government, research, and commercial sectors [1][7] - The company has aligned with NVIDIA's NVQLink initiative, facilitating better integration between quantum processors and NVIDIA's GPU infrastructure, which enhances model development and scalability [1][7] - Rigetti has secured significant orders and contracts, indicating rising commercial interest and government commitment to quantum infrastructure [2][7] Company Developments - Rigetti received two notable orders for its 9-qubit Novera systems, totaling approximately $5.7 million, with delivery expected in the first half of 2026 [2] - The company also secured a three-year, $5.8 million contract from the Air Force Research Laboratory to develop superconducting quantum-networking technologies in collaboration with QphoX [2] - The upcoming third quarter results are anticipated to focus on revenue trends, gross-margin evolution, and system shipment commentary [3] Industry Context - D-Wave Quantum has launched its Advantage2 annealing platform commercially, featuring over 4,400 qubits and improved capabilities, available to users in over 40 countries [4] - Quantum Computing Inc. has shipped its first commercial entangled-photon source, marking its entry into quantum networking and secure communications [5] Financial Performance - Rigetti's shares have increased by 156.3% year-to-date, significantly outperforming the industry growth of 14.6% [6] - The Zacks Consensus Estimate for Rigetti's 2025 earnings suggests an 86.1% increase compared to the previous year [11]