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Missed Palantir's Huge 100% Run in 2025? These Stocks Could Be Next.
The Motley Fool· 2025-07-26 18:00
Palantir (PLTR 2.59%) has been one of the best-performing stocks so far this year, with its price more than doubling. Finding stocks that can achieve that is a dream for every investor, and considering the circumstances of Palantir's run-up, nearly any stock could be a candidate for such performance.So, what stocks could duplicate this incredible run moving forward? Let's take a look.Palantir's run-up isn't business-relatedAlthough Palantir posted strong earnings results in Q1, 39% revenue growth normally d ...
A Once-in-a-Lifetime Opportunity: This Quantum Computing Stock Looks Set To Skyrocket
The Motley Fool· 2025-07-26 17:15
This new trend could be the next big thing after AI.While the artificial intelligence (AI) race is still ongoing, another arms race is emerging: quantum computing. Quantum computing could represent a significant technological leap, enabling the rapid and efficient solution of problems that were previously unsolvable. Given the promise of this technology, it's no surprise that multiple competitors have emerged in the quantum computing arena, ranging from established big tech companies to fledgling start-ups. ...
华为云、美的、网易…“大厂”为啥把算力“大本营”选在这儿
金融时报· 2025-07-26 16:49
人工智能+行动推进 - 政府工作报告提出持续推进"人工智能+"行动,强调将数字技术与制造优势、市场优势结合,支持大模型广泛应用 [1] - 高质量数据集分为通识类、行业通识类、行业专识类三类,国家数据局将全面加速高质量数据集建设和应用落地 [1] - 国家数据局开展生态培育专项行动,包括典型案例征集、技术交流活动、供需对接平台建设等措施 [2] 高质量数据集建设 - 国家数据局指导合肥、成都等7个城市建设数据标注基地,截至上半年建设数据集524个,规模超过29PB,服务大模型163个 [2] - 数据决定人工智能上限,算力决定下限,贵州推进"东数西算"战略,转向"存算一体、智算优先" [2] - 华为云全球最大智算中心、腾讯、网易、美的的算力基地均落户贵州 [2] 贵州算力基础设施建设 - 贵州省在建和投运的重点数据中心48个,其中大型数据中心28个,存储能力达25EB(相当于50亿部高清电影) [3] - 贵州省智算规模达85EFLOPS,智算占比超98%,出省带宽超6万Gbps,建成全球首条400G算力通道 [3] - 贵州为全球50多个国家和地区、20多万用户提供云渲染算力服务,如《哪吒2》渲染工作 [3] - 华为云在贵州建设第三个大型园区,重点推进"东数西算"南部大通道建设,优化"贵州算力券"政策 [3]
3 Cloud Build-Out Stocks Behind the AI Infrastructure Boom
MarketBeat· 2025-07-26 04:40
Investors continue to invest in technology stocks, particularly those with an artificial intelligence (AI) theme. However, for some investors, their choice of stocks to buy may be based on FOMO (fear of missing out) rather than allowing a deeper understanding of what’s happening in the tech space to inform their investment decisions. One area to consider is how cloud computing is changing. The idea of accessing data and running applications via the internet, as opposed to local computers and servers, is ove ...
Rigetti Gains 44% in 1 Month: Is Investor Sentiment Starting to Shift?
ZACKS· 2025-07-26 01:21
Key Takeaways RGTI surged 44% in one month after achieving 99.5% fidelity on its new 36-qubit modular system.RGTI aims to launch a 100+ qubit chiplet-based architecture by late 2025 using its modular design.RGTI's full-stack model enables faster iteration by integrating chip fabrication, hardware, and cloud access.Rigetti Computing (RGTI) has surged nearly 44% over the past month, buoyed by a significant technical milestone announced on July 16. The company achieved 99.5% median two-qubit gate fidelity on i ...
CoreWeave vs. Amazon: Which AI Infra Stock Has More Upside Right Now?
ZACKS· 2025-07-26 00:15
Key Takeaways CRWV is scaling fast with a new $6B data center and $259B backlog but faces execution and concentration risks.AMZN's AWS posted 17% revenue growth amid strong demand for its cloud and AI offerings.CRWV serves AI hyperscalers, but 77% of 2024 revenue came from two clients, posing high customer risk.Both CoreWeave (CRWV) and Amazon (AMZN) , through the Amazon Web Services platform, provide cloud infrastructure tailored for AI workloads.CoreWeave provides specialized GPU-accelerated infrastructur ...
QUBT Stock Surges on Rise in Real-World Adoption: More Upside Ahead?
ZACKS· 2025-07-25 23:21
Key Takeaways QUBT's Dirac-3 system is seeing real-world use in biomedical, aerospace and industrial R&D sectors.QUBT expanded its NASA work and sold EmuCore to a major automaker for quantum AI research.QUBT shares rose 137.7% in 3 months, outperforming industry, sector and S&P 500 gains.Quantum Computing Inc. (QUBT) is gaining commercial momentum with its Dirac-3 quantum optimization system being used in practical, real-world settings across key sectors.In biomedical research, QUBT is working with the Sand ...
Quantum Gold Rush: The Catalysts Driving Quantum Stocks Higher
MarketBeat· 2025-07-25 22:13
Stocks across the quantum computing sector have posted strong gains since the start of a summer-long rally, driven by a powerful series of technical and commercial achievements. This progress suggests the quantum computing industry is reaching an inflection point, moving from the research lab toward a commercial reality. With seemingly assured commercial success, market attention is now turning to quantum computing's potential to transform the entire technology sector fundamentally. This transformation's pr ...
5 Tech Stocks That Could Help Set You Up for Life
The Motley Fool· 2025-07-25 18:45
Some of these names are high-risk picks, but the rewards can be generous.Investing in safe, slow compounding stocks is a great investment strategy. However, having some swing-for-the-fences type stocks in your portfolio isn't a bad idea. After all, high-risk, high-upside names can turn a small stake into something much more meaningful.Let's look at five tech stocks that I think have that kind of explosive potential if things break right.Palantir TechnologiesPalantir Technologies (PLTR 0.26%) took a differen ...
Better Quantum Computing Stock: Nvidia vs. IonQ
The Motley Fool· 2025-07-25 18:45
The artificial intelligence market has seen explosive growth over the last few years, and the next sector to follow in AI's footsteps could be quantum computers. The budding tech can perform calculations beyond the capabilities of today's supercomputers, promising to supercharge AI and the entire computing industry.Although Nvidia (NVDA 1.75%) is often associated with artificial intelligence, it's investing in quantum computing as it looks toward the future. Pure-play quantum computer company IonQ (IONQ 1.6 ...