Trump’s quantum package may accelerate funding, talent retention and procurement pipelines, but current valuations likely reflect policy momentum more than near-term commercial adoption. Quantum remains technologically promising yet commercially early-stage. Intuit’s sharp selloff highlights investor concern that AI could compress software margins and reduce headcount-dependent growth models, though markets may also be underestimating how incumbents can monetise AI productivity at scale. For C6L, Air India remains a high-risk strategic bet: if restructuring succeeds, long-term network value could emerge, but continued losses may increasingly weigh on capital allocation and shareholder confidence.