๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: The GPS-Denied Battlefield Is Creating a New Multi-Billion-Dollar Quantum Navigation Opportunity - $IonQ(IONQ.US) $Rigetti Computing(RGTI.US) $Red Cat(RCAT.US) $ZenaTech(ZENA.US) $Quantum Computing(QUBT.US)
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Q1C Q2C Q3A
Yesterday, Brent crude fell approximately 1.6% to around $107 per barrel, while WTI dropped about 2.5% to around $103. Saudi Arabia is increasing crude supplies via Oman has temporarily eased market concerns regarding major supply disruptions in the Middle East.
Reuters survey Goldman Sachs, JP Morgan, HSBC, and Deutsche Bank have pivoted to forecasting a 25-basic-point rate hike tonight of US time, the prevailing market consensus has also clearly tilted toward a hike.
The yield on the US 10-year Treasury note has recently surpassed the 5% mark not seen since 2007. A 4.5% versus one exceeding 5% represents two completely different valuation environments for high-valuation tech stocks.
This impacts high-growth, high-beta stocks - NVDA, ALAB, APLD, RGTI, CRWV, and NBIS.
ใMarket Predict & WinใFed Night: Hike has finally come?At 2:00am SGT tonight, the US Federal Reserve is expected to raise interest rates for the first time in three years by 25 bp, to the 3.75%โ4.00% range.For the past two years, the question was โwhen do...
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A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:1. Palantir $Palantir Tech(PLTR.US) named Nebius $Nebius(NBIS.US) its preferred sovereign AI infrastructure partner, announcing a strategic partnership to integrate Nebius compute and inference endpoints directly inside Palantirโs enterprise perimeter. The integration will allow eligible Palantir commercial customers to run open AI models on Nebius infrastructure, continuously adapt them using proprietary company data, and maintain control over their compute, models, and data. The companies also plan to bring new AI compute capacity online faster, including modular data-center deployments in locations where power is already available. Palantir CEO Alex Karp said, โNebiusโ compute infrastructure powers your ability to run your own AI models under conditions you control. Our ontology and their infrastructure will undergird the sovereignty our partners are demanding.โ Nebius CEO Arkady Volozh added that the partnership will help commercial clients run optimized open models on trusted infrastructure while maintaining control over their data and models.2. The EU and Canada are reportedly set to announce a major โall-encompassingโ partnership spanning trade and security after President Trumpโs latest tariffs, according to Bloomberg. The goal is to build a new alliance that helps offset global power politics dominated by the U.S. and China. The partnership is expected to be announced on September 16, with Canada and the EU reportedly aiming to get โas close as legally possibleโ short of EU membership. Canada has also become the first country outside the EU to join the blocโs $175B military procurement fund, underscoring how quickly trade tensions are pushing allies toward deeper economic and defense cooperation.3. BlackRockโs Bitcoin ETF $IBIT has attracted $3.7B of inflows so far this quarter, putting it on pace for its largest quarterly intake since Q3 2025. The fund has already added $459.8M in September inflows, following $3.0B in August, its biggest monthly inflow since October 2025. As a result, $IBIT AUM has climbed to $62.6B, near its highest level since mid-May. Since the start of July, the fundโs AUM has increased by $19.6B, or 46%, showing renewed institutional and retail demand for Bitcoin exposure through ETFs.4. OpenAI CFO said at the Goldman Sachs conference that the consumer business is accelerating, with July revenue up 20% MoM. The enterprise business grew even faster, with July revenue up 32% MoM. OpenAIโs revenue mix is now roughly 50/50 between enterprise and consumer, showing that growth is broadening beyond ChatGPT subscriptions and into business adoption.5. Schwab retail activity in August shows investors selling the software rip and buying the semiconductor dip. The top retail buys were $SpaceX(SPCX.US), $Micron Tech(MU.US), $NVIDIA(NVDA.US), $Intel(INTC.US), and $Alphabet(GOOGL.US), while the top sells were $ServiceNow(NOW.US), $Adobe(ADBE.US), $Microsoft(MSFT.US), $Palantir Tech(PLTR.US), and $Oracle(ORCL.US). The shift points to more active portfolio management from retail investors, with money rotating out of crowded software winners and into AI, chips, and compute-related names after pullbacks.6. Copper prices on the LME have surged to a record $14,533/ton, now up 47% over the last 12 months. The move is being driven by tight supply and rising demand from data centers, renewable energy, and power grids. Expectations that President Trump could expand tariffs to refined copper imports have also pushed U.S. Comex prices above global prices, creating an incentive for traders to ship hundreds of thousands of tons of copper into the U.S. to capture the price spread. As a result, global stockpiles are becoming increasingly concentrated in the U.S., draining LME inventories to critically low levels and leaving less readily available copper for buyers elsewhere. 7. Meta $Meta Platforms(META.US) launched Muse, a personal AI agent that can take actions across apps and the web, including sending emails, booking travel, filling out forms, and making purchases with user approval. Muse runs on Metaโs new Muse Secure VM, giving each user a dedicated cloud environment with a separate Sentinel agent that reviews actions before they reach the internet. The agent can continue working after the app is closed, remember user preferences, and proactively move longer-term tasks forward. Meta is also integrating Stripe Link for checkout, with Shop Pay and 1Password support coming later. 8. IREN $IREN(IREN.US) said its 2 GW Sweetwater Hub has been conditionally included as base load in ERCOT Batch Zero. Sweetwater 1 accounts for 1.4 GW and Sweetwater 2 for 600 MW, both part of IRENโs broader 5 GW+ global data-center development pipeline. At Sweetwater 1, the high-voltage substation is already energized, with 300 MW of gross data-center capacity under construction and targeted for delivery in Q4 2027. IREN also said additional large-scale projects across its development pipeline have been included in Batch Zero, though ERCOT classifications remain conditional and subject to further approvals.9. The top 10 most active options today by contracts traded were $Tesla(TSLA.US) with 2.4M contracts, $NVIDIA(NVDA.US) with 2.2M contracts, $Intel(INTC.US) with 1.3M contracts, $SpaceX(SPCX.US) with 847K contracts, $Apple(AAPL.US) with 689K contracts, $Micron Tech(MU.US) with 673K contracts, $AMD(AMD.US) with 615K contracts, $Meta Platforms(META.US) with 568K contracts, $Amazon(AMZN.US) with 524K contracts, and $Coreweave(CRWV.US) with 477K contracts.10. The U.S. government is backing Rigetti $Rigetti Computing(RGTI.US) and D-Wave $D-Wave Quantum(QBTS.US) with up to $200M for quantum computing R&D. Rigetti signed a definitive $100M agreement with the U.S. Department of Commerce to address key scaling bottlenecks in superconducting quantum systems, including cryogenics, readout electronics, and high-connectivity chip fabrication. D-Wave separately finalized access to up to $100M to advance its annealing and gate-model platforms, including work on a 100,000-qubit annealing system and a 10,000-qubit gate-model system targeting 100 logical qubits. As part of the funding, the Commerce Department will receive minority, non-controlling equity stakes in both companies.11. Uber $Uber Tech(UBER.US) President and COO Andrew Macdonald purchased 70,000 shares for roughly $5.3M. Macdonald is one of Uberโs longest-tenured executives, making the insider buy notable given his deep knowledge of the business, operations, and long-term strategy.12. U.S. data center construction spending surged 57% YoY in July to a record annualized rate of $75B, following a 46% YoY increase in June and marking the fastest growth since mid-2025. Since the start of 2021, data center construction spending has soared by $66B, or 717%. Since the end of 2023 alone, spending has risen by $51B. Over that same period, all other private construction spending โ including housing, shopping centers, and offices โ has declined by $120B, showing how dramatically AI infrastructure is diverging from the rest of the construction market.WALL STREET IS THE GREATEST SHOW ON EARTH.Source: amit
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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) $Corning(GLW.US)
Source: Sunrise Trader
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$Rigetti Computing(RGTI.US) Q2 EARNINGS
Adj. EPS: $(0.05) vs $(0.05) estSales: $5.100M vs $5.150M est๐ฅ -1.92% - H
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)
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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: Rigetti, HPE and Pittsburgh Supercomputing Center to Build Quantum-HPC Testbed - $Rigetti Computing(RGTI.US) $Hewlett Packard Enterprise(HPE.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ฅ๐ถ๐ด๐ฒ๐๐๐ถ will supply a ๐ต-๐พ๐๐ฏ๐ถ๐ ๐ก๐ผ๐๐ฒ๐ฟ๐ฎ quantum system.โค The system will power the new ๐ง๐ฎ๐ป๐ด๐น๐ฒ๐๐ฎ๐ฏ supercomputing testbed.โค TangleLab is funded by a ๐ฆ๐ฑ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป ๐ก๐ฆ๐ grant.โค Project partners include ๐๐ฃ๐ and ๐ฃ๐ถ๐๐๐๐ฏ๐๐ฟ๐ด๐ต ๐ฆ๐๐ฝ๐ฒ๐ฟ๐ฐ๐ผ๐บ๐ฝ๐๐๐ถ๐ป๐ด ๐๐ฒ๐ป๐๐ฒ๐ฟ.โค Platform combines quantum computing with classical ๐ต๐ถ๐ด๐ต-๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ ๐ฐ๐ผ๐บ๐ฝ๐๐๐ถ๐ป๐ด.โค Researchers will develop and benchmark ๐พ๐๐ฎ๐ป๐๐๐บ-๐ฐ๐น๐ฎ๐๐๐ถ๐ฐ๐ฎ๐น workflows.โค PSC will provide access, training, onboarding and research consulting.โค Construction is expected to begin on ๐ฆ๐ฒ๐ฝ๐๐ฒ๐บ๐ฏ๐ฒ๐ฟ ๐ญ, ๐ฎ๐ฌ๐ฎ๐ฒ.โค Full TangleLab operations are expected to begin in ๐ฎ๐ฌ๐ฎ๐ณ.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Advances practical integration of ๐พ๐๐ฎ๐ป๐๐๐บ, ๐๐ฃ๐ and ๐๐ systems.โค Gives researchers direct access to hybrid quantum-classical computing infrastructure.โค Strengthens ๐ฅ๐ถ๐ด๐ฒ๐๐๐ถโ๐ commercialization partnership with global HPC leader ๐๐ฃ๐.โค Supports U.S. priorities in quantum information science and artificial intelligence.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐๐ฟ. ๐ฆ๐๐ฏ๐ผ๐ฑ๐ต ๐๐๐น๐ธ๐ฎ๐ฟ๐ป๐ถ, Rigetti CEO:โWe are excited to have a Novera at the core of TangleLab, which will provide researchers and educators access to a state-of-the-art hybrid quantum-classical computer to push the boundaries of quantum computing innovation and discovery. This system will benefit from the fast gate speeds that are intrinsic to superconducting quantum systems, a critical metric for high-performance hybrid quantum computing environments,โ said Dr. Subodh Kulkarni, Rigetti CEO. โMoreover, by collaborating with HPE, the global leader in HPC, we are in a strong position to deliver world-leading hybrid computing solutions -- starting with TangleLab.โ๐ ๐ฎ๐๐ผ๐๐ฑ ๐ ๐ผ๐ต๐๐ฒ๐ป๐ถ, Senior Distinguished Technologist and Director of HPE Quantum at HPE Labs:โRealizing the potential of quantum computing will depend on how effectively quantum processors integrate with high-performance computing, AI, and advanced networking,โ said Masoud Mohseni, Senior Distinguished Technologist and Director of HPE Quantum at HPE Labs. โHPEโs role in TangleLab is to bring those technologies together into a unified hybrid environment, enabling researchers to develop, benchmark, and optimize quantum-classical workflows while gaining critical insight into how future quantum-HPC-AI systems will operate at scale.โ - W
Quantum stocks had themselves a day ๐ฅ
๐ข $IonQ(IONQ.US) +9.99%๐ข $D-Wave Quantum(QBTS.US) +8.01%๐ข $Arqit Quantum(ARQQ.US) +7.00% ๐ข $Rigetti Computing(RGTI.US) +4.50% ๐ข $Quantum Computing(QUBT.US) +4.42% - M
Quantum Computing Sector Explodes: US Government's $2 Billion "National Team" Investment Reshapes the Competitive Landscape
On May 21, the US Department of Commerce announced that under the CHIPS Act framework, it will allocate a total of $2 billion in grants to 9 quantum computing companies in exchange for government equity. This national strategic-level targeted investment directly ignited sector sentiment. Rigetti Computing (RGTI) surged over 50% cumulatively this week, and the entire quantum computing sector entered a highly active state.
Leading Giants: Direct Policy Beneficiaries, Strongest Fundamentals
The biggest winner in this round of funding is IBM (IBM), receiving $1 billion in federal grants and raising another $1 billion itself to build the Anderson quantum wafer foundry, officially establishing its position as the national strategic core leader in quantum computing. It followed the main trend higher today. GlobalFoundries (GFS) received $375 million in grants to establish a multi-modal domestic quantum foundry. Together with IBM, they are the two leading quantum hardware manufacturing infrastructure giants prioritized for government support, showing active intraday performance. Although Alphabet (GOOGL), Google's parent company, was not included in the list of direct beneficiaries this time, its Willow quantum chip has achieved the milestone of error correction below the threshold. It stands alongside IBM at the technological forefront, and its quantum commercialization timeline is highly watched by the market. Driven by the main trend sentiment, its share price continues to attract capital. IonQ (IONQ), as the purest listed quantum computing leader on Nasdaq, has set a global record for two-qubit gate fidelity with its trapped-ion approach and has Amazon's strategic shareholding endorsement, making it the preferred target for institutional allocation in the quantum sector.
Mid-Tier Targets: Funding Catalyst Combined with Performance Validation
D-Wave Quantum (QBTS) received approximately $100 million in federal investment. On the day the news was announced, its stock price surged over 14% in a single day. Its FY2025 revenue grew 179% year-over-year, making it a mid-term target with performance support amid this round of policy catalysis. RGTI received about $100 million in grants to expand its superconducting quantum computing architecture. Catalyzed by the news, it rose over 12% that day, and its cumulative gain this week ranks among the top in the sector. According to reports from media like Motley Fool, its scarcity as a pure-play superconducting hardware vendor is being repriced by the market. Infleqtion (INFQ), pursuing the neutral atom route, has received about $100 million in federal investment. Its existing customers cover the US Army, Navy, Air Force, and NASA, with revenue continuing to grow. It strengthened today along with the sector. Microsoft (MSFT) is taking an independent route in topological qubit R&D, aiming to launch a quantum product before 2029. Its hybrid quantum-classical computing layout is comprehensive, and its market cap provides a safety margin, making it suitable for conservative investors as a peripheral allocation in the quantum sector. NVIDIA (NVDA) launched the NVQLink quantum-GPU interface and the Ising open-source AI model to serve quantum workloads. It is the "pickaxe seller" infrastructure cornerstone of the quantum ecosystem. As policy enthusiasm continues to heat up, its intraday activity has significantly increased.
Tail-End Small Caps: Highest Elasticity, Also Highest Risk
Quantum Computing Inc. (QUBT), pursuing the photonic quantum route, saw its Q1 2026 revenue skyrocket from $39k to $3.69 million year-over-year. It is a core component of the QPUX leveraged ETF, exhibiting extremely strong short-term elasticity. Xanadu Quantum (XNDU) just listed in March 2026, as the world's first pure-play photonic quantum computing listed company. Its free float is extremely small with novel themes, leading to significant intraday volatility under policy catalysis today. Arqit Quantum (ARQQ) focuses on quantum encryption security, possessing concept-driven elasticity under the narrative that quantum computing threatens traditional cryptographic systems. BTQ Technologies (BTQ) specializes in post-quantum cryptography, and HQ Horizon Quantum (HQ) focuses on quantum software compilation optimization. Both are newly listed small-cap targets with extremely small free floats. Under policy catalysis, violent price swings are likely, but liquidity risks require close attention.
ETF Tools: Efficient Vehicles for Layered Quantum Theme Allocation
Defiance Quantum ETF (QTUM) is the most mainstream broad-based ETF in the sector, with AUM exceeding $4 billion and a Morningstar 5-star rating. It gained 50% in 2024 and 37% in 2025, holding over 80 targets, suitable for conservative allocation. WisdomTree Quantum ETF (WQTM) was jointly developed with Classiq, with a top 10 holding concentration of 44%. It directly holds heavy positions in targets like Rigetti and D-Wave that received federal investment, offering better elasticity than QTUM. Defiance 2X Quantum Leveraged ETF (QPUX) provides daily 2x long leverage on four pure-play stocks: IONQ, RGTI, QBTS, and QUBT. All its components rose over 30% this week, making it the best amplifier for short-term speculation on the quantum theme. Defiance 2X Rigetti Leveraged ETF (RGTX) tracks RGTI's single stock for daily 2x returns, suitable for aggressive traders betting on short-term single-stock catalysts.
Risk Warning: The commercialization process of quantum computing is highly uncertain. Small-cap targets experience severe volatility. Leveraged ETFs suffer from daily compounding decay. This article does not constitute any investment advice.
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ใWeek 5 โ My Portfolio Health Check, Quantum stock finally paying off?ใ
The Trump administration is allocating $2 billion in grants to nine quantum-computing companies, with the U.S. government taking equity stakes. IBM will receive $1 billion, while GlobalFoundries is set to get $375 million; other firms like D-Wave Quantum, Rigetti Computing, and Infleqtion will each receive $100 million. Personally been holding Infleqtion for months, with majority of the time being lower than my cost price. This rally has finally brought the stock slightly above my cost price but the real question is whether this can hold. The Quantum interest is real, but before the business turns profitable, this is still a gamble. @Bridge Buzz SG
My Portfolio Health Check
