Market Overview - Dow Jones futures, S&P 500 futures, and Nasdaq futures experienced slight declines on Thursday [1] - Crude oil futures saw a significant spike [1] Company Performance - Tesla (TSLA) shares fell following mixed earnings results and comments from CEO Elon Musk regarding self-driving technology and the Optimus robot [1] - Quantum computing stocks, including IonQ (IONQ) and Rigetti Computing (RGTI), surged due to reports of the Trump administration considering equity stakes in these companies [1][2] Industry Insights - The interest from the Trump administration in quantum computing stocks indicates potential government support and investment in the sector, which could lead to increased market activity and innovation [2]

Group 1: Global Market Overview - Global stocks received a boost from positive earnings reports, countering concerns from Wall Street regarding tech megacaps [1][4] - European equities rebounded, with the STOXX 600 index rising by 0.3%, despite a 0.1% dip in MSCI's All-World index, marking its third consecutive daily decline [2] - Chinese stocks increased by 0.3% after recovering from a 1.1% drop, influenced by geopolitical tensions and potential U.S. export restrictions on software to China [3] Group 2: Earnings Reports - The corporate earnings season has begun, with many companies exceeding analysts' expectations, although some megacaps have disappointed [4] - Tesla reported record third-quarter revenue but saw shares fall approximately 3% in premarket trading due to missing profit estimates [5] - Positive news for tech stocks emerged as U.S. government discussions with quantum-computing companies led to significant share price increases for IonQ, Rigetti Computing, and D-Wave Quantum, each jumping over 20% [5] Group 3: Oil Market Dynamics - Oil prices surged by as much as 5.5%, reaching a two-week high of $66.04 per barrel, following U.S. sanctions on major Russian companies due to the Ukraine conflict [6] - The European Union approved a 19th package of sanctions against Russia, which included a ban on Russian liquefied natural gas imports [6] Group 4: Interest Rate Expectations - Investor sentiment is bolstered by expectations that the Federal Reserve may soon initiate a series of rate cuts, with projections indicating U.S. rates could fall to 3% by June from the current 4% [7]

Welcome back to Squawkbox. This morning we are watching shares of quantum computing stocks. A Wall Street Journal report says that President Trump's commerce department talks with several of those companies including ION Q Regetti and D-Wave to take equity stakes in exchange for federal funding.Companies reportedly discussing minimum funding awards from Washington of $10 million each. So stocks jumping in after hours trading following that report. So, Becky, more uh more companies, more stakes, and I wonder ...

Quantum Computing Sector - Quantum computing stocks, including IonQ, Rigetti Computing, and D-Wave Quantum, have seen significant premarket gains following reports of the Trump administration negotiating equity stakes in these firms [3][4] - IonQ shares rose by 14.3%, Rigetti Computing by 13.8%, and D-Wave Quantum by 13.6% in premarket trading [5] Oil Industry - Crude oil prices have increased after the U.S. imposed sanctions on Russia's two largest oil producers, Rosneft and Lukoil, marking a direct economic response to the war in Ukraine [9][10] - The sanctions could restrict foreign entities from engaging in business with these Russian companies, potentially isolating them from the international financial system [10] - Rosneft and Lukoil account for nearly half of Russia's crude oil exports, approximately 2.2 million barrels per day in the first half of the year [10]

We recently published Market Shockers: 10 Stocks Collapse by Double Digits. D-Wave Quantum Inc. (NYSE:QBTS) is one of the best performers on Wednesday. D-Wave Quantum fell for a 5th straight session on Wednesday, dropping 15.22 percent to close at $27.29 apiece as investors unloaded positions amid an overall market pessimism, while digesting the redemption of its outstanding warrants. This followed announcements earlier this week that it would officially redeem its 5 million outstanding warrants, which a ...

特朗普政府正就入股多家关键企业展开谈判，受此消息影响，量子计算板块个股在周四盘前交易中大幅 上涨。包括IonQ(IONQ.US)、Rigetti Computing(RGTI.US)和D-Wave Quantum(QBTS.US)在内的公司，正 与美国政府协商让其成为股东，这是获取专项资金协议的一部分，此类资金专门用于扶持具有发展前景 的科技公司。此举表明，特朗普政府正扩大对其视为经济关键领域的干预。 量子计算公司Quantum Computing(QUBT.US)、Atom Computing等其他企业，也在考虑类似的合作安 排。 截至发稿，盘前数据显示，IonQ股价上涨11.7%，Rigetti Computing上涨9.8%，D-Wave Quantum上涨 11.8%，Arqit Quantum(ARQQ)上涨7.75%，Quantum Corp(QMCO)上涨9.7%。 ...

Core Insights - The Trump administration is increasing efforts to secure US supply chains for critical minerals and semiconductors by converting federal grants into equity stakes, aiming to reduce reliance on China [2][4] - US quantum computing firms saw a surge in shares after reports of potential equity stakes from the government, with companies like IONQ, Rigetti, D-Wave Quantum, and Quantum Computing experiencing increases between 12% and 14% [4] - The Defiance Quantum ETF, which tracks quantum computing and machine learning companies, rose by 2.6%, building on a 32% gain for the year [4] Company Developments - Microsoft introduced a new chip in February, claiming that practical quantum computing is "years, not decades" away [3] - IBM announced plans to develop a practical quantum computer by 2029 [3] - The US Commerce Department clarified that it is "not currently negotiating with any of the companies" regarding equity stakes [1][4] Industry Trends - Quantum computers utilize quantum mechanics to solve complex problems that classical computers would take thousands of years to address, although current quantum systems are not yet faster than classical computers due to error correction demands [2][4] - The shift from traditional subsidies to direct ownership in companies like Lithium Americas, MP Materials, and Intel reflects a broader strategy to enhance domestic supply chains [2][4]

Key Points IonQ releases its third-quarter earnings report on Nov. 5. The company is delivering year-over-year sales growth and technological achievements. IonQ's business is not profitable, suffering an operating loss of $160.6 million in Q2. 10 stocks we like better than IonQ › Quantum computing stocks are hot in 2025, coinciding with the 100th anniversary of quantum mechanics, the scientific principle upon which these computers are based. Among these stocks is IonQ (NYSE: IONQ), the first pure- ...

IonQ, Rigetti Computing and D-Wave Quantum are all in talks about granting shares to the Commerce Department, according to The Wall Street Journal. ...

Core Insights - The tech sector is experiencing significant growth driven by investments in artificial intelligence (AI), with expectations of adding trillions in economic value over the coming decades [2] - The Nasdaq Composite has outperformed other major indices, with year-to-date increases of 17%, compared to 13% for the Dow and 8% for the S&P 500 [1] Company Summaries IonQ - IonQ is projected to achieve a revenue growth of 112% in 2025 and 87% in 2026, focusing on quantum computing systems offered as a service through cloud platforms [5][4] - The company has a substantial patent portfolio, increasing from 35 to 1,060 patents in the last five years, positioning itself as a leader in the quantum computing industry [6] - IonQ's current market cap is approximately $19 billion, with expected revenue of $91 million this year, indicating a high valuation relative to its revenue [8][9] Iren Limited - Iren Limited is expected to see revenue growth of 130% in 2025 and 126% in 2026, potentially increasing its revenue from $497 million to nearly $2.5 billion [13] - The company is transitioning from Bitcoin mining to providing data centers for high-performance computing and AI, capitalizing on the growing demand for data center capacity [12][16] - Iren's market cap is around $14 billion, and it possesses the infrastructure and resources to compete with major players in the AI data center market [14][17]