The quantum stock continues to climb after its latest earnings. Will it continue?Shares of Quantum Computing Inc (QUBT +7.30%) jumped on Tuesday, finishing the day up 7.3%. The move came as the S&P 500 and the Nasdaq Composite gained 0.9% and 1.3%, respectively. The quantum computing company's stock is continuing to gain following its better-than-expected earnings print on Friday. Employment data released today also helped to lift shares.NASDAQ : QUBTQuantum ComputingToday's Change( 7.30 %) $ 0.84Current Pr ...

Quantum Computing posts higher revenue and swings to a profit in the third quarter. ...

Core Insights - A significant influx of Japanese capital is being directed towards European tech startups, particularly in the deep tech sector, as Japanese investors seek a more mature entrepreneurial environment [1][9] - Since the EU-Japan Economic Partnership Agreement in 2019, Japanese investors have participated in over 33 billion euros ($38 billion) in European financing rounds, a stark increase from 5.3 billion euros in the five years prior [2][3] Investment Trends - Japanese venture capital firms, including NordicNinja, are increasingly backing European startups, with a focus on deep tech and artificial intelligence, which accounted for 70% of their deals in 2024 [9][10] - The top-funded companies with Japanese participation include Wayve, Quantinuum, and Multiverse Computing, which raised significant amounts in recent funding rounds [10] Market Dynamics - There are more VC-backed startups in Europe than in Japan, with a ratio of over two times per capita and 4.3 times more unicorns [5] - Japanese firms are leveraging their extensive manufacturing and industrial expertise to fill gaps in Europe’s scaling capabilities, particularly in sectors like energy and critical minerals [12][14] Cultural and Operational Considerations - Language barriers and cultural differences pose challenges for collaboration between Japanese and European firms, affecting decision-making processes and partnership dynamics [16][17][18] - Japanese investors tend to have a slower decision-making pace due to thorough research and preparation, contrasting with the more rapid approaches seen in other regions [18][21] Future Outlook - Expectations indicate that Japanese investors will participate in rounds worth 3 billion euros in 2025, a decrease from previous years, amidst shifting investment interests towards the Middle East [23][24] - Political motivations in Japan are driving a strategic push for greater collaboration with Europe, aiming to enhance the geopolitical positioning of Japanese corporates [25]

Core Viewpoint - IonQ's shares rose 4.8% in after-hours trading following a strong Q3 2025 report, driven by revenue that exceeded Wall Street expectations and an increase in full-year revenue guidance [1][5]. Financial Performance - Q3 2025 revenue reached $39.9 million, a significant increase of 222% compared to Q3 2024's $12.4 million [4]. - GAAP operating income showed a loss of $168.8 million in Q3 2025, widening by 218% from a loss of $53.1 million in Q3 2024 [4]. - GAAP net income for Q3 2025 was a loss of $1.05 billion, a dramatic increase of 1,908% from a loss of $52.5 million in Q3 2024 [4]. - GAAP earnings per share (EPS) for Q3 2025 was a loss of $3.58, compared to a loss of $0.24 in Q3 2024 [4]. - Non-GAAP (adjusted) EPS for Q3 2025 was a loss of $0.17, widening by 55% from a loss of $0.11 in Q3 2024 [4]. Market Expectations - Analysts had expected a GAAP EPS of $0.44 on revenue of $27 million, indicating that while IonQ exceeded revenue expectations, it significantly missed on the bottom line [5][8]. - The company surpassed its revenue guidance of $25 million to $29 million [5]. Operational Insights - IonQ's operational spending for the first three quarters of the year was $208.7 million, compared to $66.3 million in the same period last year [6]. - The company ended the quarter with $1.5 billion in cash, cash equivalents, and short-term investments, and raised $2 billion in a stock offering shortly after the quarter ended [6]. Acquisitions - IonQ completed the acquisition of U.K.-based Oxford Ionics during the third quarter, which is expected to enhance scale, stability, and cost savings through existing semiconductor manufacturing [9].

Q3 Earnings NOVEMBER 5, 2025 SkyWater Technology Forward-Looking Statements This presentation contains "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements that are based on the Company's current expectations or forecasts of future events, rather than past events and outcomes, and such statements are not guarantees of future performance. Forward-looking statements include all statements other than statements of historical fact containe ...

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 - IonQ, Inc. experienced a significant decline in stock price, dropping 9% to close at $57.15, following the US government's denial of negotiations with quantum companies for potential investments [1][2][3] Group 1: Stock Performance - IonQ's shares fell by 9% on Tuesday, ending a three-day rally, as investors reacted to the government's statement [1] - The stock drop coincided with a similar decline in D-Wave Quantum Inc., indicating a broader impact on the quantum computing sector [2] Group 2: Government Relations - The US Commerce Department clarified that it is not currently negotiating equity stakes with quantum computing firms, which included IonQ [2] - Reports suggested that quantum firms were seeking $10 million in funding from the government, similar to other industries that received substantial investments [3] Group 3: Market Sentiment - Investors are repositioning their portfolios ahead of IonQ's upcoming third quarter earnings results, scheduled for November 5 [4]

Core Insights - IonQ's stock has increased nearly 38% through October 23, indicating strong investor interest in the quantum computing company [1] - The Trump administration is considering taking an equity stake in quantum computing companies, including IonQ, with a funding commitment of at least $10 million, highlighting the industry's potential [2][7] - IonQ reported a net loss of $177.5 million in the second quarter, primarily due to R&D, acquisitions, and stock-based compensation, but its revenue exceeded guidance by 15% [3] - Revenue projections for IonQ suggest a growth of 112% by 2025 and around 87% by 2026, supported by partnerships with major cloud service providers like Amazon, Microsoft, and Alphabet [3][4][7] Financial Performance - IonQ's second-quarter revenue was 15% above its guidance, despite the company being unprofitable [3] - The company is expected to see significant revenue growth, with projections indicating over 80% increase by 2026 [7] Industry Context - The quantum computing industry is gaining recognition as a key sector, with government interest potentially driving further investment and development [2][7] - IonQ's partnerships with leading tech companies position it well for future growth and scalability in the quantum computing market [4]

Group 1 - The Trump Administration may be considering direct equity investments in quantum computing, as reported by The Wall Street Journal [1] - The focus on megatrends and emerging technologies is emphasized as a way to identify investment opportunities [1] - The importance of fundamentals, quality of leadership, and product pipeline in investment decisions is highlighted [1] Group 2 - There is a mention of potential risk capital investments in companies like IONQ and QBTS [3]

Group 1 - Rigetti Computing's shares fell 13.6% this week, contrasting with gains in the S&P 500 and Nasdaq-100, which rose 2.1% and 2.3% respectively [1] - The stock experienced volatility, initially surging after JPMorgan's announcement of investment intentions in the quantum industry, but then declining due to rumors about the CEO's equity sale [1][2] - CEO Subodh K. Kulkarni sold a significant portion of his stake but retains approximately 0.8% in stock options, which contributed to the stock's decline [2][6] Group 2 - Rigetti's stock is perceived as inflated, with concerns that investors are overly optimistic about the quantum computing sector, suggesting a potential correction in valuations [3] - The Motley Fool Stock Advisor analyst team has identified ten stocks they believe are better investment opportunities than Rigetti Computing [4][6] - Historical examples of successful stock recommendations from the Motley Fool highlight the potential for significant returns, contrasting with Rigetti's current standing [5]