ties of family and friendship. The president himself is a shining example of that. But it also comes down to business.To all of you here and thank you so much for coming here um this afternoon. It's fantastic to have you um with us as the best evidence of that people-to-people, businessto business relationship that thrives uh in the special relationship. In so many ways, this story is a story about enterprise.The US is our single biggest largest trading partner. Companies like BP, GSK, Rolls-Royce, and Astr ...

The quantum computing arms race is heating up.Quantum computing is slated to become the next big tech investment trend following artificial intelligence (AI). We're still in the early innings of this exciting technology, but most companies agree that 2030 will be a turning point in this space. However, waiting until 2030 to start investing in this field after the winners are established is a mistake. Many of these companies will likely have dramatically increased in value by then, causing investors to lose ...

Welcome back to Market on Close. I'm Marley Caiten here in Chicago alongside Sam Bodis at the New York Stock Exchange. We'd like to close out today's show with some thoughts on the session, some of the big stories.Of course, our big winner on the day was Intel after announcing their new deal with Nvidia. That was our top story, sending Intel to the top of the best performers on the S&P, closing out the day, up about 23%. Second best performer on the day, Synopsis, a long-term partner of Intel, also moving h ...

股价表现 - 公司股价年初至今上涨94%，但自5月以来涨势显著放缓，近期走势基本持平 [1] - 公司过去12个月的累计涨幅高达1800% [1] - 当前股价为23.97美元，52周价格区间为0.87美元至24.85美元，分析师平均目标价为19.27美元 [2] 业务与产品 - 公司的核心产品Advantage2量子系统于5月发布，是一款非云端的退火量子计算机 [3][9] - 该系统拥有超过4400个量子比特，相干时间翻倍，能量规模提升40% [7] - 该系统专长于解决复杂优化问题，应用领域涵盖物流、供应链、制造和运营管理等 [4][6] - 公司客户包括GE Vernova、尼康、福特等数十家大型企业 [6] 财务状况 - 第二季度财报显示收入同比增长超过40%，但每股亏损超出预期 [8] - 同期订单量几乎翻倍，主要得益于Advantage2系统的推动 [9] - Advantage2系统的高成本是其广泛商业化的一个障碍，目前主要吸引大型企业客户和政府机构 [10] 竞争与挑战 - 公司面临来自英伟达等科技巨头的日益激烈的竞争 [2] - 有批评认为退火技术相较于门模型和离子阱方法在解决问题范围上存在局限 [5] - 量子行业快速发展，公司需持续推出性能更强的产品以保持竞争力 [13] 未来展望 - 公司近期宣布了一套新的开发者工具，并在低温封装等替代量子技术方面取得进展 [11] - 关键策略是平衡核心的Advantage2创收业务与多样化的附加产品，以吸引更广泛的客户群 [11] - 投资者可关注公司11月发布的第三季度财报或期间的业务更新，以寻找其能否突破当前股价平台的迹象 [12]

Key Points D-Wave Quantum stock soared 8% this afternoon on news of a trade conference in Japan. D-Wave also noted that its bookings numbers are picking up. 10 stocks we like better than D-Wave Quantum › Shares of quantum computing company D-Wave Quantum (NYSE: QBTS) soared 7.8% in afternoon trading Thursday as of 3:35 p.m. ET. Why? Probably because of a press release D-Wave put out yesterday afternoon, saying it's holding "its first-ever Qubits Japan 2025 quantum computing user conference in Toky ...

Welcome back to NextGen Investing. It's time to discuss the latest under 30 name. Today being Regetti Computing, which is having a pretty nice session alongside a lot of the strength we're seeing in quantum, but with its own specific story today.So joining us now is George Telus, senior markets correspondent for the network. So George, walk us through this deal because the Air Force Research Laboratory is where we're seeing the the strength today, but also again broader quantum strength across the board. Ye ...

Just two weeks ago (here), I laid out a tactical plan for trading the emerging leaders in the quantum space. Since then, IonQ ((IONQ), Rigetti Computing ((RGTI), and D-Wave Quantum ((QBTS) have delivered explosive rallies, rewarding traders who were positioned and pushing the group further into the spotlight.What was once considered a distant, almost science fiction theme is now moving rapidly toward commercialization, with major breakthroughs, expanding government support, and institutional investors begin ...

公司股价表现 - Rigetti Computing股价在周四早盘大幅飙升，截至美国东部时间上午11点53分，涨幅达14.1%，接近当日高点，股价创下历史新高 [1] - 此次股价上涨的直接原因是公司宣布获得新合约 [1] 公司业务动态 - Rigetti Computing获得美国空军研究实验室一份为期三年、价值580万美元的合同，旨在推进超导量子网络技术 [3] - 根据合同，公司将与荷兰研发公司QphoX合作，研究量子网络是否能像经典高性能计算一样扩展至更大、更强大的系统，目标是实现多量子处理器协同解决问题 [3] 行业动态与趋势 - 量子计算领域出现一波交易浪潮，Rigetti并非今日唯一有交易动向的公司，其同行IonQ的股价也出现上涨 [1][4] - IonQ昨日宣布与美国能源部签署谅解备忘录，以促进量子技术在太空领域的开发与部署 [4] - 投资者开始看到量子计算的合法性与实用性，例如IonQ首席执行官提及新备忘录旨在展示量子计算和网络的力量，以实现安全通信的新应用 [5] - 随着更多实际应用的讨论，投资者希望尽早布局量子计算股票 [5]

公司技术路径与产品 - D-Wave Quantum (QBTS) 专注于退火系统量子计算 而其大多数竞争对手致力于门模型路线 [2] - 公司于2025年5月发布了最新商业级量子计算机Advantage2 该系统相比前代Advantage具有更长的相干时间、更高的能量规模和扩展的量子比特连接性 能够解决更庞大复杂的优化问题 [2] - 公司强调退火技术在解决优化问题上的优势 例如劳动力调度、物流、资源分配和人工智能工作流等实际应用 同时也在推进门模型开发 认为两种技术路径将共同解决不同类别的问题 [3] 商业进展与市场地位 - 公司在商业化方面取得显著进展 客户涵盖尼康、夏普、GE Vernova等企业以及牛津大学、英国国家量子计算中心等研究机构 [4] - 于利希超级计算中心采购Advantage2系统 显示出对本地部署系统的需求增长 其Leap Quantum LaunchPad项目在六个月内吸引了超过1300份申请 拓展了早期应用 [4] - 与IonQ和Rigetti等主要依赖门模型平台的公司不同 D-Wave的收入来源包括系统销售和基于云的订阅服务 这种商业聚焦结合强劲的现金储备 使其在企业级量子应用领域处于实际领先地位 [5] 竞争对手动态 - IonQ 同意以10.75亿美元股票交易收购Oxford Ionics 并收购量子传感器专家Vector Atomic 将其业务范围拓展至传感、网络和安全领域 同时与美国能源部签署谅解备忘录 探索量子安全卫星通信 [6] - Rigetti 推出了36量子比特多芯片系统Cepheus-1-36Q 该系统采用四个小芯片和改良的模块化设计 实现了99.5%的中位双量子比特门保真度 错误率性能较前代版本提升一倍 公司通过股权融资筹集了3.5亿美元 期末现金储备强劲且无负债 并与印度先进计算发展中心合作共同开发混合量子系统 [7] 公司股价表现 - 在过去30天内 D-Wave的股价上涨了47.2% [8] - 基于10位分析师给出的短期目标价 D-Wave Quantum的平均目标价较最近收盘价18.98美元有11.7%的上涨空间 [11]

Shares in the four largest publicly traded quantum computing companies (which I'll refer to as the "Quantum Four†for short) are currently having a good 24 hours. ...