While classical computing is still what’s used by the masses, the next wave appears to be quantum computing. Quantum computing uses quantum bits, or qubits, that can perform calculations much faster because of how they’re designed. In short, classical computing works on a simple binary code of zeros and ones. But in quantum mechanics, zeros and ones can exist at the same time and in various stages. That’s why quantum computing has incredible potential and can be exponentially more powerful than classical ...

Jefferies just launched coverage of the quantum computing sector with a bullish call, sending IonQ (IONQ) shares surging. The firm slapped a $100 price target on IONQ stock, implying roughly 110% upside from current levels, while initiating with a “Buy” rating. IonQ develops trapped-ion quantum computers designed to solve complex problems across business, society, and scientific research. Founded on 25 years of academic research, the company uses ionized atoms to perform longer, more sophisticated calcula ...

IONQ’s stock journey through 2025 has unfolded like a classic high-beta comeback story. The year began on shaky footing, with shares under pressure through the first quarter. But sentiment turned decisively as momentum built, erasing year-to-date (YTD) losses and propelling the stock to a fresh all-time high of $84.64.The company has recently improved its full-stack platform through the acquisitions of firms such as Oxford Ionics and Vector Atomic. Through these moves, IonQ will be able to offer customers e ...

Key Points Quantum computing is an exciting theme, but one that's going to take some time to play out. Investors should consider a broad spectrum of names beyond just the "Magnificent Seven." The three ETFs below offer a range of options for investors to gain exposure to the AI sector. 10 stocks we like better than Defiance Quantum ETF › Artificial intelligence (AI) is already well on its way to being the biggest technological revolution since the internet -- and it's still in the early innings. ...

股价波动与市场背景 - 自上次覆盖以来 Rigetti Computing 股价从22美元强劲上涨至56美元 随后在广泛的风险规避抛售中回调至约23美元 此次抛售涉及高久期资产 并非公司发展路线图或资产负债表恶化所致 [1] 分析师背景与投资方法 - 分析师拥有英国商学院的学士和硕士学位 是特许公认会计师及ACCA全球资深会员 曾在德勤和毕马威从事审计与咨询工作 [1] - 其投资风格是在公司爆发前发现高潜力赢家 专注于不对称机会 上行潜力至少为3-5倍且超过下行风险 [1] - 通过利用市场无效性和逆向见解 旨在实现长期复利最大化并防范资本减值 风险管理和安全边际至关重要 [1] - 投资期限为2-3年 以度过市场波动 通过耐心、纪律和明智的资本配置来驱动超额回报 [1]

SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight has signed a five-year Master Research Collaboration Agreement (MRCA) with Singapore's leading quantum research institutions. ...

文章核心观点 - 文章总结了一份关于Rigetti Computing Inc (RGTI)的看空观点 该观点认为多重ETF再平衡将引发强制抛售 结合公司疲弱的基本面和高管缺乏信心的内部交易活动 公司股价面临显著的近期下行风险 [1][2][7] 公司业务与市场表现 - Rigetti Computing Inc 通过其子公司在美国、英国、欧洲其他地区、亚洲及全球范围内建造量子计算机和超导量子处理器 [2] - 截至12月16日 公司股价为23.96美元 [1] - 公司股票在当季度出现上涨 但其流通股数量较少 且尽管盈利为负、相对于基本面定价过高 [3] 近期风险：ETF再平衡与强制抛售 - 多个ETF在12月19日（周五）集中进行再平衡 将产生巨大的强制抛售压力 [2] - 仅规模32亿美元的Defiance Quantum ETF (QTUM) 就必须清算价值3000万美元的RGTI股票和价值1000万美元的IONQ股票 [2] - 其他几只持有RGTI的ETF也同时进行再平衡 加剧了抛售效应 [2] - 这一机械性的、非投机性事件发生在公司特别脆弱的时期 [3] 公司基本面与财务状况 - 公司基本面极其疲弱 上一季度营收不足200万美元 而市值却高达100亿美元 [4] - 在过去的九个月中 公司消耗了4360万美元的现金 [4] - 公司的运营主要依靠向散户出售股票来维持 [4] - 可忽略的运营表现是市场可能大幅修正的原因之一 [4] 内部人士交易与信心 - 自2022年6月以来 公司内部人士没有任何购买股票的行为 [3] - 近期内部人士售股行为最近发生在12月10日 [3] - 值得注意的是 公司首席执行官不持有任何公司股票 这暗示了内部对公司前景的怀疑 [3] - 持续的内部人士退出进一步削弱了市场信心 [4] 行业对比：IonQ案例 - 此前一份关于IonQ Inc (IONQ)的看涨观点强调了该公司的离子阱技术、收入增长、战略合同和收购潜力 [6] - 自该观点发布后 IonQ股价已上涨约64.19% [6] - IonQ的案例表明 尽管行业定位相似 但不同的量子计算公司面临的风险和机遇可能截然不同 [7]

Key Takeaways QUBT agreed to buy Luminar Semiconductor for $110M in cash, adding photonic components, patents and talent. Integrating LSI is expected to bolster QUBT's supply chain and accelerate compact quantum system development. QUBT's 2022 QPhoton merger delivered a room-temperature quantum photonic system for real-world use. Quantum Computing Inc. (QUBT) , or QCi, has recently signed an agreement to acquire Luminar Semiconductor, Inc. or “LSI”, a wholly owned subsidiary of Luminar Technologies (LAZR) , ...

We recently published 10 Big Names Investors Are Dumping. Quantum Computing Inc. (NASDAQ:QUBT) is one of the worst performers on Wednesday. Quantum Computing fell by 9.32 percent on Wednesday to finish at $10.22 apiece as investors soured on an analyst’s weak rating in its initial coverage for its stock. In a market report, Wedbush issued a “neutral” rating on shares of Quantum Computing Inc. (NASDAQ:QUBT), alongside a $12 price target. Still, the figure marks a 17 percent upside potential from its lates ...

The reopening of the Chinese market is also a significant growth catalyst, considering that Nvidia once earned nearly 20% to 25% of its data center revenue from this market. Recently, the U.S. government approved the export of Nvidia's H200 chips to China, provided that 25% of the revenue is paid to the U.S. Treasury. According to a Reuters report, the company has informed Chinese clients that it is evaluating options to expand H200 chip production to meet the surging demand. While the Chinese government ha ...