Key Points The market is willing to take on more risk with lower interest rates. Quantum computing is one area that some investors are exploring. There are multiple approaches to this still-novel field of technology. 10 stocks we like better than IonQ › As interest rates fall, it becomes harder for investors to produce an acceptable return. Instead of risk-free assets like bonds, they must turn to riskier investments to produce better returns. This increases the potential attractiveness of high-r ...

We came across a bullish thesis on IonQ, Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on IONQ. IonQ, Inc.'s share was trading at $66.81 as of September 18th. IonQ (IONQ) Climbs 33% as UK OKs $1-Billion Oxford Ionics Acquisition Photo by Anton Maksimov juvnsky on Unsplash IonQ (IONQ) is making a deliberate bet on the commercial viability of quantum computing within this decade, positioning itself to be among the first to scale the technology. The company ...

公司技术优势 - IonQ的囚禁离子方法在精确度上相比大多数竞争对手的量子计算机具有显著优势 [1] - IonQ在1量子比特门保真度测试中达到99.999%的世界纪录，在2量子比特门保真度测试中达到99.97%的世界纪录 [6] - 大多数竞争对手的2量子比特门保真度在99%至99.9%之间，IonQ比其量子计算竞争对手领先约一个数量级 [6] - 尽管IonQ的处理速度比使用超导量子比特技术的竞争对手慢，但潜在客户可能更倾向于选择更精确的解决方案 [8] 行业背景与机遇 - 人工智能是当前大规模的投资主题，而传统计算在该技术发展中已取得长足进步 [2] - 许多人认为量子计算可以提升人工智能系统的能力 [2] - 量子计算尚未商业化的主要原因是缺乏精确度，传统计算机芯片的错误率约为1百亿亿分之一，而当今最佳量子计算机的错误率接近10万分之一 [5] - 量子计算机在某些计算上远超传统机器，但量子计算机的潜在用例数量要少得多 [12] 市场潜力与战略定位 - IonQ是首家公开上市的纯量子计算公司，在过去一个月获得了大量投资者关注 [3] - 如果IonQ能在量子计算成为主流时拥有最佳技术，它有潜力成为下一个英伟达 [11] - 英伟达的图形处理单元已成为处理人工智能工作负载的首选主要计算硬件，其数据中心市场份额估计仍超过90% [10] - 率先进入重要行业是一个巨大优势，IonQ需要早期赢得市场份额以复制英伟达的成功 [7][9] 商业化路径与影响 - 假设IonQ能保持其精确度领先，它将有机会比竞争对手更快地发布商业可行的量子计算机 [7] - 混合量子计算方法将IonQ的技术与英伟达GPU等传统计算硬件结合，可提升性能并显著节省能源，这对人工智能超大规模供应商而言是巨大的输入成本和增长瓶颈 [11] - IonQ需要在量子计算变得商业可行的初期就使其技术被广泛采用，才能成为2030年代的英伟达 [12] - 如果IonQ能率先将其机器商业化并主导量子计算市场，它有可能为有耐心的投资者带来巨大收益 [12]

IonQ's stock has caught fire in the past few weeks.Quantum computing stocks are starting to become quite popular among investors. One of the top picks in this space is IonQ (IONQ -3.10%), and its stock has had an incredible September. The stock is up around 59% this month, boosted by a few headlines. That's a ton of growth in a short time frame. Is there more ahead? Well, analysts are saying that the quantum computing market is expected to be mainstream a decade from now. IonQ's technology is different from ...

Some quantum stocks pulled back from all-time highs this week as investors rotated out of speculative names and into more defensive positions. Other quantum names maintained the upward momentum as the sector remained in the spotlight. QBTS stock is climbing. See the real-time chart here. Here's a look at the latest news in the quantum computing sector. Read Next: Cipher Mining Grabs $1.1 Billion for Expansion—Zero Interest, All Growth Power Bullish Coverage Analysts from BofA Securities and B. Riley updated ...

IonQ, Inc. (NYSE:IONQ) is one of the stocks Jim Cramer recently commented on. Cramer mentioned that he talked with the management and liked what he saw. He commented: “Alright, let’s think about quantum computing, which is rife with money losers that could end up being terrific, but right now they don’t have much going for them other than hope. That includes IONQ, which we had on the other day. Boy, I liked what I saw, I really did, but only if you think very, very long-term. Stock’s up 77% for the year. ...

The quantum computing company has a bright future in the defense sector.Quantum computing and defense stocks attract different types of investors. Pure-play quantum computing companies -- which are often unprofitable and trading at sky-high valuations -- tend to attract growth-oriented investors. Big defense companies are usually profitable, but they grow at a slower rate and are more appealing to value investors.However, these two industries are converging as some top quantum computing companies expand int ...

The purpose of this article is to make sense of the torrent of acquisitions recently made by IonQ Inc. (NYSE: IONQ ) and their near-term revenue impact.Wealth comes from maximizing one's future stream of passive cashflow, not from timing the market or making some quick trading profits. I invest with a business owner's mindset, where I treat my portfolio as a "conglomerate" and each position as a "subsidiary". The cashflow generated by my subsidiary businesses are re-invested into more businesses to further ...

股价表现 - 过去三个月 IonQ 股价飙升 938% 远超计算机集成系统行业 123% 的涨幅 计算机与技术板块 176% 的涨幅以及标普500指数 114% 的涨幅 [1] - 此次强劲上涨凸显了投资者对公司战略执行力的信心增强 [1] 财务状况与融资 - 公司在2025年第二季度末拥有有史以来最强劲的资产负债表 报告现金 现金等价物和投资为 6568 亿美元 [4] - 季度结束后 IonQ 以较前一交易日 25% 的溢价完成了由单一机构投资者参与的 10 亿美元股权融资 此举使公司截至2025年7月9日的预估现金头寸增至 16 亿美元 [4] - 此次融资是量子行业单一机构最大规模的投资 融资包括行权价为每股 9988 美元的七年期认股权证 [5] - 这使得 IonQ 成为当前资本最充足的纯量子计算提供商 有能力大力投资于研发 生态系统发展和全球扩张 [5] 技术路线图与发展战略 - 强大的流动性直接支持 IonQ 的技术路线图 目标是在2027年前将系统扩展至800个逻辑量子比特 在2030年前扩展至80000个逻辑量子比特 [9] - 公司整合了牛津离子学公司的离子阱芯片技术 并通过收购 Lightsynq 和 Capella 来推进其量子网络雄心 [9] - 公司拥有支持内部开发和收购的资源 有望在实现实用量子优势的同时巩固其在安全量子网络领域的领导地位 [9] 行业宏观环境 - 美联储在2025年9月实施25个基点的降息 将联邦基金目标利率降至 400%–425% 并暗示今年可能进一步降息两次 [10] - 这种货币宽松政策可能会降低借贷成本 并改善资本密集型行业的流动性 [10] - 除 IonQ 外 Rigetti Computing 和 D-Wave Quantum 等量子公司也将受益 Rigetti 在上个财年第二季度拥有 5716 亿美元现金 D-Wave 的股价在降息后大幅上涨 [11] 盈利预期与估值 - 在过去30天内 对 IonQ 2025年每股亏损的Zacks共识预期从 66 美分扩大至 97 美分 但该预期亏损仍较上年同期的 156 美元每股亏损有所收窄 [12] - IonQ 的远期12个月市销率为 14867 倍 远高于行业平均水平 但相对于 D-Wave 的 27167 倍和 Rigetti 的 53239 倍 其估值仍然偏低 [13][14]

The quantum computing market is seeing a strong increase in investments from both the government and private sectors, with significant money being poured into making the technology practical and expanding its real-world uses. Experts expect the market for quantum technology to reach about $4.24 billion by 2030, growing steadily at a rate of about 20.5% annually from 2025 to 2030. This growth follows a series of important advancements in the field, from better qubit stability to new partnerships focused on ...