QNT
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$SoftBank(SFTBY.US) and $Quantinuum(QNT.US) have both risen by three to four points, and $BigBear.ai(BBAI.US) has also risen by over two points. The AI software and quantum computing sectors are moving up alongside the recovery in risk appetite. SoftBank relies on its AI investment portfolio, quantum computing on expectations of technological milestones, and government AI applications on orders. These three completely different drivers happen to be moving in the same direction, which looks more like a broad-based sentiment rally rather than being led by any single main theme 😎
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