We recently published 10 Stocks Taking a Nosedive. IonQ Inc. (NYSE:IONQ) is one of the worst performers on Wednesday. IonQ snapped a five-day winning streak on Wednesday, shedding 6.22 percent to close at $74.30 apiece amid concerns of a quantum computing bubble, while investors took profits from the previous days’ gains. In the past month and year alone, IonQ Inc. (NYSE:IONQ) has already jumped by whopping 81 and 678 percent, respectively, and analysts are posting concerns about their steep valuations. ...

Analysts could be underestimating these stocks.Wall Street analysts get paid big bucks to thoroughly research the stocks they cover. They pore over financial statements, study industry trends, and interview corporate executives to project how stocks might perform. After all that effort, though, they can sometimes still get it wrong.I suspect this might be the case with three quantum artificial intelligence (AI) stocks. Buying these stocks before Wall Street realizes its mistake could be a great contrarian p ...

涉及的行业或公司 * 行业：半导体行业、半导体资本设备行业 [1][2][6] * 公司：应用材料、拉姆研究、科天 [2] 闪迪、美光、英伟达、博通、Astera Labs [18] 亚德诺、恩智浦 [18] MKS、泰瑞达 [18] 以及众多其他半导体及设备公司 [55][125][127][129] 核心观点和论据 * 对内存设备投资持乐观态度 预计2026年同比增长22% 但对SEMICON West活动持谨慎态度 认为其是技术活动而非金融催化剂 不太可能成为行业重新评级的催化剂 [2] * 8月半导体行业协会数据整体积极 销售额环比增长11.3% 高于预期的4.5%和十年平均的7.9% 三个月同比增长从20.6%加速至21.7% [3][8] * 内存表现强劲 超越整体市场 DRAM销售额环比增长45.4% 高于预期的30.3%和五年平均的32.6% NAND销售额环比增长39.0% 高于预期的36.1%和五年平均的30.6% [3][16] * 人工智能是半导体行业的强劲长期顺风 但对内存贸易的支持最为明显 可能正开启一个新的超级周期 在非AI直接相关领域 复苏稳步进行 [13][17] * 更新了预测 将2025年增长预测从17.7%上调至22.2% 将2026年增长预测从10.6%上调至15.1% 营收预测从8210亿美元上调至8870亿美元 主要由于内存定价 并首次给出2027年增长预测为8.3% [14] * 近期地缘政治和政策干扰增加 包括针对模拟厂商的反倾销调查和影响设备供应商的新BIS附属规则 但短期数据点使公司对内存和AI相关公司保持乐观 [18] 其他重要内容 * 各地区表现差异显著 亚太地区同比增长53.5% 美洲增长15.7% 中国增长15.1% 欧洲增长2.5% 日本下降9.1% [8] * 不同产品类别表现不一 模拟业务势头持续改善 三个月同比增长在8月提高250个基点至10.6% 为2022年11月以来最高水平 MCU提高180个基点至2.8% 为2023年11月以来最高水平 [10] * 半导体公司库存天数为114天 环比增加5天 符合季节性增长 但比历史中位数高出26天 [63] * 提供了详细的股票评级、目标价及与市场预期的对比 例如对英伟达、博通、Astera Labs、亚德诺、恩智浦、应用材料、MKS给予增持评级 对美光、闪迪、拉姆研究、科天、泰瑞达等给予持股观望评级 [55] * 短期利率数据显示各公司做空比例 例如NVTS做空比例达22.2% AEVA为15.8% IONQ为14.9% [72]

Key Takeaways IonQ achieved an #AQ 64 score on its fifth-generation Tempo system, setting a new industry benchmark.The acquisition of Vector Atomic boosts IonQ's reach in defense, aerospace and energy sectors.IonQ targets 800 logical qubits by 2027 and 80,000 by 2030 through its integrated quantum roadmap.A core pillar of IonQ’s (IONQ) growth strategy is its accelerated technology roadmap and vertical integration across quantum modalities. The company recently achieved a record-breaking Algorithmic Qubit (# ...

There are a number of reasons for investors to consider cashing in some or all of their chips on quantum computing stocks.For the better part of the last three years, seemingly nothing has sparked investor interest quite like the evolution of artificial intelligence (AI). Empowering software and systems with the tools to make split-second decisions without human intervention, as well as to become more proficient at their tasks over time, is viewed as a game-changing technology for most industries around the ...

收购事件概述 - IonQ成功完成对位于加利福尼亚州的领先量子传感公司Vector Atomic的全股票收购 [1] - 此次交易显著扩展并完善了IonQ的量子技术平台 [1] 技术平台整合 - 收购为IonQ行业领先的计算和网络技术栈增加了全球最先进的精密原子钟、惯性传感器和同步硬件 [1] - Vector Atomic的技术与IonQ现有平台结合，使公司量子技术平台更加全面 [1]

IonQ and Rigetti stock prices have jumped in the past few years, transforming them into multi-billion-dollar companies. RGTI stock has jumped by 5,255% in the last 12 months, bringing its market capit... ...

美股期货市场表现 - 美国股指期货在周一早盘上涨 道指期货上涨约100点 [1] Quantum Computing Inc (QUBT) 股价异动 - Quantum Computing Inc 股价在盘前交易中大幅下跌117%至2170美元 [1] - 公司通过由主要股东主导的市场定价私募配售 从机构投资者处筹集了75亿美元资金 [1] 其他盘前下跌个股 - Rich Sparkle Holdings Ltd (ANPA) 股价在盘前交易中暴跌15%至2210美元 此前上周五已下跌10% [3] - Nordic American Tankers Ltd (NAT) 下跌78%至307美元 [3] - Smurfit WestRock PLC (SW) 下跌58%至3954美元 [3] - Mesoblast Ltd (MESO) 下跌52%至1745美元 但上周五因公司宣布Ryoncil获得美国医疗保险和医疗补助服务中心的J代码而上涨8% [3] - Invesco Mortgage Capital Inc (IVR) 下跌44%至742美元 [3] - Inventiva ADR (IVA) 下跌42%至626美元 公司近期任命Andrew Obenshain为首席执行官 [3] - International Paper Co (IP) 下跌42%至4521美元 公司将于10月30日公布第三季度收益 [3] - Lufax Holding Ltd – ADR (LU) 下跌37%至385美元 此前上周五已下跌8% [3] - Larimar Therapeutics Inc (LRMR) 下跌33%至471美元 此前上周五曾上涨14% [3]

Key Points IonQ and D-Wave quantum deploy different quantum computing techniques than their peers. All of these stocks must transform into tech giants to make investors millionaires. 10 stocks we like better than IonQ › There have been several successful investments in the AI realm that have made investors millionaires over the long run. Take the king of AI computing, Nvidia. A $10,000 investment in Nvidia a decade ago is now worth around $3 million, easily accomplishing the goal of turning a modes ...

IonQ, Inc. (NYSE:IONQ) is one of the Best Quantum Computing Stocks to Buy and Hold for 5 Years. On September 25, the company announced it achieved a record algorithmic qubit score of #AQ 64. This was achieved on an IonQ Tempo system, 3 months ahead of schedule. As a result, IonQ, Inc. (NYSE:IONQ) is the only company to reach #AQ 64, setting a new standard for quantum systems. To give a brief background, #AQ benchmarks measure the ability of a quantum system to run quantum algorithms of increasing complexit ...