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some names moving in premarket up 3.5-9% $Qualcomm(QCOM.US) sei-network:native $Eightco(ORBS.US) $Bloom Energy(BE.US) $Rigetti Computing(RGTI.US) $AIM ImmunoTech(AIM.US) $IonQ(IONQ.US) $D-Wave Quantum(QBTS.US) $Oracle(ORCL.US) $Intel(INTC.US) ethereum:0x4a220e6096b25eadb88358cb44068a3248254675 $ASML(ASML.US) $Nokia Oyj(NOK.US) $Corning(GLW.US)
Source: Sunrise Trader
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $IonQ(IONQ.US) IONQ Raises 2026 Revenue Outlook to $450โ$460 Million After SkyWater Acquisition
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ผ๐ป๐ค updates full-year ๐ฎ๐ฌ๐ฎ๐ฒ revenue guidance to $๐ฐ๐ฑ๐ฌโ$๐ฐ๐ฒ๐ฌ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.โค Revised outlook follows the ๐ฆ๐ธ๐๐ช๐ฎ๐๐ฒ๐ฟ ๐ง๐ฒ๐ฐ๐ต๐ป๐ผ๐น๐ผ๐ด๐ acquisition.โค IonQ completed the acquisition on ๐๐๐น๐ ๐ฏ๐ญ, ๐ฎ๐ฌ๐ฎ๐ฒ.โค Guidance includes SkyWater contributions through ๐๐ฒ๐ฐ๐ฒ๐บ๐ฏ๐ฒ๐ฟ ๐ฏ๐ญ, ๐ฎ๐ฌ๐ฎ๐ฒ.โค Outlook eliminates estimated ๐ถ๐ป๐๐ฒ๐ฟ๐ฐ๐ผ๐บ๐ฝ๐ฎ๐ป๐ ๐ฟ๐ฒ๐๐ฒ๐ป๐๐ฒ๐ between the companies.โค IonQ says SkyWater adds foundational ๐บ๐ฎ๐ป๐๐ณ๐ฎ๐ฐ๐๐๐ฟ๐ถ๐ป๐ด ๐๐ฐ๐ฎ๐น๐ฒ to its platform.โค Management says combined guidance demonstrates immediate ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น and operational strength.โค Updated guidance coincides with IonQ's first ๐ท๐ผ๐ถ๐ป๐ ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ ๐๐ฎ๐.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค SkyWater significantly expands IonQ's ๐พ๐๐ฎ๐ป๐๐๐บ ๐บ๐ฎ๐ป๐๐ณ๐ฎ๐ฐ๐๐๐ฟ๐ถ๐ป๐ด capabilities.โค Higher revenue outlook reflects the acquisition's ๐ถ๐บ๐บ๐ฒ๐ฑ๐ถ๐ฎ๐๐ฒ financial contribution.โค Vertical integration could strengthen IonQ's control over ๐พ๐๐ฎ๐ป๐๐๐บ ๐ต๐ฎ๐ฟ๐ฑ๐๐ฎ๐ฟ๐ฒ production.โค Investors gain an updated benchmark for IonQ's ๐ฎ๐ฌ๐ฎ๐ฒ post-acquisition scale.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐ก๐ถ๐ฐ๐ฐ๐ผ๐น๐ผ ๐ฑ๐ฒ ๐ ๐ฎ๐๐ถ, Chairman and CEO of IonQ:"As we prepare to host our first joint Investor Day today, our updated full-year guidance highlights both the market traction of our quantum platform and the foundational manufacturing scale provided by SkyWater."๐๐ป๐ฑ๐ฒ๐ฟ ๐ฆ๐ถ๐ป๐ด๐ต, CFO and COO of IonQ:"a pivotal step that demonstrates the immediate financial and operational strength of bringing IonQ and SkyWater together."๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $IonQ(IONQ.US) IonQ Joins Canadaโs $217 Million FABrIC Quantum Computing Initiative
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ผ๐ป๐ค signs MOU with ๐๐ ๐ ๐ ๐ถ๐ฐ๐ฟ๐ผ๐๐๐๐๐ฒ๐บ๐ for quantum cloud access.โค IonQ becomes a listed provider for Canadaโs ๐๐๐๐ฟ๐๐ Quantum Computing Sandbox.โค FABrIC is a $๐ฎ๐ญ๐ณ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป Canadian government-backed initiative.โค ๐๐ผ๐ป๐คโ๐ trapped-ion quantum systems will integrate with the QCS platform.โค Program supports Canadian ๐ฎ๐ฐ๐ฎ๐ฑ๐ฒ๐บ๐ถ๐ฐ ๐ถ๐ป๐๐๐ถ๐๐๐๐ถ๐ผ๐ป๐ and small-to-medium enterprises.โค Participants receive engineering support and ๐ฐ๐น๐ผ๐๐ฑ ๐พ๐๐ฎ๐ป๐๐๐บ ๐ฐ๐ผ๐บ๐ฝ๐๐๐ถ๐ป๐ด access.โค MOU is ๐ป๐ผ๐ป-๐ฏ๐ถ๐ป๐ฑ๐ถ๐ป๐ด and requires no definitive agreement or deployment.โค Partnership aims to accelerate Canadian ๐พ๐๐ฎ๐ป๐๐๐บ expertise and commercial applications.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Expands ๐๐ผ๐ป๐คโ๐ exposure to Canadaโs growing quantum computing ecosystem.โค Could broaden institutional and SME access to ๐๐ผ๐ป๐ค quantum technology.โค Government-backed FABrIC creates opportunities for practical ๐พ๐๐ฎ๐ป๐๐๐บ adoption.โค Non-binding structure means commercial impact depends on future definitive agreements.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐๐ถ๐๐ฎ ๐๐ฎ๐บ๐ฏ๐ฒ๐ฟ๐, Vice President of Global Strategy and Managing Director for Canada at IonQ:"more Canadian researchers and businesses to start building quantum expertise and real capability now."๐๐ผ๐ฟ๐ฑ๐ผ๐ป ๐๐ฎ๐ฟ๐น๐ถ๐ป๐ด, CEO of CMC Microsystems:"a leading commercial quantum computing platform with the expertise to use it, so Canadian innovators can move from access to application."$IonQ(IONQ.US) | Wedbush ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐ข๐๐๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ on ๐๐ผ๐ป๐ค, ๐๐ป๐ฐ., maintains PT at $๐ณ๐ฑ
Analyst sees SkyWater consolidation from July 31 as the likeliest source of changes to estimates and the framework after the call.Wedbush analyst Matt Bryson assumes coverage on Quantum Stocks - $Rigetti Computing(RGTI.US) $D-Wave Quantum(QBTS.US) $IonQ(IONQ.US) $Infleqtion(INFQ.US) $Quantum Computing(QUBT.US)
๐ข Companies Reporting Earnings Next Week
$Vertex Pharma(VRTX.US) $ON Semiconductor(ON.US) $BWX Tech(BWXT.US) $Diamondback Energy(FANG.US) $Snap(SNAP.US) $Grab(GRAB.US) $Palantir Tech(PLTR.US) $Spotify(SPOT.US) $Caterpillar(CAT.US) $McDonald's(MCD.US) $Wix.com(WIX.US) $Cipher Digital(CIFR.US) $Hut 8 Mining(HUT.US) $Digitalocean(DOCN.US) $SpaceX(SPCX.US) $AMD(AMD.US) $Zeta Global(ZETA.US) $Opendoor Tech(OPEN.US) $Astera Labs(ALAB.US) $ViaSat(VSAT.US) $Circle(CRCL.US) $CVS Health(CVS.US) $Disney(DIS.US) $Eli Lilly(LLY.US) $EOS Energy Enterprises(EOSE.US) $GlobalFoundries(GFS.US) $Riot Platforms(RIOT.US) $Unity Software(U.US)ber Tech(UBER.US) $Shopify (SHOP.US) $Mercadolibre(MELI.US) $Western Digital(WDC.US) $Advance Auto Parts(AAP.US) $Sandisk(SNDK.US) $Block(XYZ.US) $Duolingo(DUOL.US) $Sandisk(SNDK.US) $IonQ(IONQ.US) $Kratos Defense & Security(KTOS.US) $Oklo(OKLO.US) $Unity Software(U.US) $Oscar Health(OSCR.US) $Datadog(DDOG.US) $D-Wave Quantum(QBTS.US) $Trade Desk(TTD.US) $Draftkings(DKNG.US) $MP Materials(MP.US) $Mara(MARA.US) $Red Cat(RCAT.US)โก ๐๐๐๐๐๐: Jane Goodall Institute, FormationQ Launch Quantum Computing Research Partnership - $IonQ(IONQ.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ ๐๐๐ and ๐ ๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง๐ launch a two-year research partnership.โค Program will use ๐๐จ๐ง๐'s trapped-ion quantum computing platform.โค Study explores why ๐๐ก๐ข๐ฆ๐ฉ๐๐ง๐ณ๐๐๐ฌ and ๐๐จ๐ง๐จ๐๐จ๐ฌ display contrasting intergroup behavior.โค Research marks a ๐๐ข๐ซ๐ฌ๐ญ-๐จ๐-๐ข๐ญ๐ฌ-๐ค๐ข๐ง๐ quantum application in behavioral ecology.โค Project combines ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ-๐๐ง๐ก๐๐ง๐๐๐ modeling with classical computing.โค ๐๐๐๐๐ model will simulate primate behavior across artificial landscapes.โค Researchers will study how ๐๐๐จ๐ฅ๐จ๐ ๐ฒ influences cooperation and conflict.โค Findings aim to improve ๐๐จ๐ง๐ฌ๐๐ซ๐ฏ๐๐ญ๐ข๐จ๐ง strategies and habitat protection.โค Partnership launched on ๐๐จ๐ซ๐ฅ๐ ๐๐ก๐ข๐ฆ๐ฉ๐๐ง๐ณ๐๐ ๐๐๐ฒ, marking 66 years since Jane Goodall's Gombe research.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ๐ฌ:๐๐ซ. ๐๐ข๐ฅ๐ข๐๐ง ๐๐ข๐ง๐ญ๐๐, Vice President of Conservation Science at the Jane Goodall Institute and Principal Investigator:"Dr. Jane Goodall spent over 65 years building the most comprehensive ongoing record of wild chimpanzees. That legacy of patient, rigorous observation is now meeting the frontier of quantum science. Understanding the ecological conditions that drive how chimpanzees interact with their habitats and neighbors is also relevant to understanding why populations thrive or decline, and where conservation action will matter most."This partnership embodies exactly what the Jane Goodall Institute's scientific work stands for: strategically bringing the most powerful technology tools available to bear on the questions that matter most for chimpanzees, for conservation, and for our understanding of what it means to be human. This programme is one of the last that Jane and I worked on together. Launching it today, on the 66th anniversary of her first day at Gombe, is deeply meaningful to me."๐๐๐๐ ๐๐จ๐ฌ๐ค๐ข๐ง๐ , Founder and CEO of FormationQ:"This programme starts with a profound scientific question, decades of extraordinary field research and a sophisticated model built to understand a deeply complex natural system. FormationQ's role in this partnership is to bring those elements together with IonQ's frontier quantum computing capabilities and build a research programme around a question that has never before been approached in this way."We believe the real promise of quantum will emerge when world-leading domain expertise, data and models are connected to the technology in ways that allow researchers to ask new questions. There could be few more meaningful places to begin than with Jane Goodall's extraordinary scientific legacy and what it can still teach us about nature, conservation and ourselves."We had a discussion in the group. 30x P/S is not normal. We just stopped acting like it is.
For context:โข S&P 500: ~3.5x salesโข Mature SaaS: 5 to 15xโข $NVIDIA(NVDA.US): ~20xโข $Palantir Tech(PLTR.US): ~56xโข $IonQ(IONQ.US): ~77xโข $SpaceX(SPCX.US): ~110xAt 30x sales, the market is paying $30 for every $1 of revenue. Not profit. Revenue. What history says?: It usually does not stay extraordinary forever. Markets have a funny way of humbling anyone who calls 70x or 100x "the new normal."On X, its turning normal to pump stocks that are stupidly valued stocks, but think twice before acting on them.๐ใWeekend Market Watchใ๏ฝWhich sectors are worth watching next week?
The market experienced significant volatility this week, but the hot spots remained relatively concentrated.
If I had to choose the key areas to focus on next week, I would put them in these sectors.
โ AI โ Still the Main Theme
The AI story is not over yet.
Whether it's computing power, data centers, or enterprise applications, there is still room for continued development.
There might be short-term fluctuations, but I believe AI remains one of the most noteworthy directions for the next few years.
โก Semiconductors โ Focus on Whether Capital Flows Back In
After a round of gains, the semiconductor sector has recently seen some divergence.
I believe if capital flows back into the tech sector next week, semiconductors are still worth close attention.
Especially in sub-sectors related to AI, such as chips, memory, and advanced packaging.
โข Quantum Computing โ Watch for Opportunities, Don't Blindly Chase Highs
Quantum computing is a long-term track.
Every time there is news-driven momentum, stock price volatility tends to be significant.
I prefer to monitor it continuously rather than chase highs due to short-term rallies.
Real opportunities often emerge when the market is calm.
โฃ Robotics โ Bullish Long-term, But Patience is Required
Robotics is one of the key areas for AI implementation.
In the coming years, both industrial robots and humanoid robots have substantial growth potential.
However, many companies are still in their growth phase, so short-term volatility may be quite noticeable.
My Personal View
The market sees new hot spots every day.
But what's truly worth investing in is not the stock that rises the most today, but the industries that still have room for growth in the coming years.
I will continue to focus on:
โ AI
โ Semiconductors
โ Memory
โ Robotics
Short-term, watch sentiment; long-term, watch the trend.
The above is just my personal opinion and does not constitute any investment advice.
Which sector are you most bullish on for next week? Let's discuss together.
#USStocks #AI #Semiconductors #Robotics #QuantumComputing #WeekendMarketWatch
๐ข ๐๐๐๐ ๐๐: $IonQ(IONQ.US) IonQ Launches Clavis XG Multiplex for Quantum-Secure Networks
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐จ๐ง๐ introduced the ๐๐ฅ๐๐ฏ๐ข๐ฌ ๐๐ ๐๐ฎ๐ฅ๐ญ๐ข๐ฉ๐ฅ๐๐ฑ for quantum key distribution networks.โค Product enables ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ and ๐๐ฅ๐๐ฌ๐ฌ๐ข๐๐๐ฅ traffic to share existing fiber infrastructure.โค Operators can deploy ๐๐๐ without redesigning or dedicating separate optical networks.โค Solution is designed to ๐ซ๐๐๐ฎ๐๐ deployment and operating costs for quantum security.โค Clavis XG Multiplex integrates with IonQ's ๐๐ฅ๐๐ซ๐ข๐จ๐ง ๐๐ software platform.โค Combined offering provides a ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ-๐ฌ๐๐๐ key exchange architecture.โค System combines ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ-๐๐๐ซ๐ข๐ฏ๐๐ ๐ค๐๐ฒ๐ฌ and post-quantum cryptography.โค IonQ says the product addresses the ๐ก๐๐ซ๐ฏ๐๐ฌ๐ญ ๐ง๐จ๐ฐ, ๐๐๐๐ซ๐ฒ๐ฉ๐ญ ๐ฅ๐๐ญ๐๐ซ security threat.โค According to Thales, ๐๐% of respondents cited the threat as their top quantum security concern.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Quantum threats are increasing demand for ๐ง๐๐ฑ๐ญ-๐ ๐๐ง cybersecurity solutions.โค Leveraging existing fiber networks could accelerate ๐๐๐ adoption and deployment.โค Expands IonQ's presence in the emerging ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ ๐ง๐๐ญ๐ฐ๐จ๐ซ๐ค๐ข๐ง๐ market.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "The Clavis XG Multiplex gives customers the flexibility to send multiple types of data across the same fiber, making the existing infrastructure more enterprise grade, secure, and QKD cheaper to operate." โ ๐๐จ๐ซ๐๐๐ง ๐๐ก๐๐ฉ๐ข๐ซ๐จ, President of Quantum Platform at IonQ.
