Rigetti Computing Inc (NASDAQ:RGTI) shares are tumbling on Friday as the company prepares to report its earnings next week, amid a broader sell-off in the tech sector. Here’s what investors need to know.Rigetti Computing stock is taking a hit today. Why is RGTI stock dropping?Rigetti Earnings Due March 4Analysts are closely watching Rigetti’s upcoming earnings report scheduled for March 4, with expectations of a loss of 4 cents per share on revenue of $2.46 million. This follows a previous loss of 8 cents p ...

IonQ Inc. (NYSE:IONQ) fourth-quarter results have moved the quantum computing sector from a space of theoretical promise into a period of measurable commercial growth. IONQ stock is climbing. See the chart and price action here. IONQ Q4The company reported a massive revenue beat, bringing in $61.9 million for the fourth quarter. This figure represents a 429% increase compared to the previous year and significantly outpaced Wall Street's expectations. For the full year, IonQ hit $130 million in revenue, maki ...

会议助理: 本会议信息仅供参考，不代表任何投资建议。 苏仪 中泰证券计算机分析师: 各位投资人大家下午好，05 年开工大吉。我是中泰计算机苏怡，那今天我会和我们团队的 王雪晴一起来主持本次会议。那在年前和过年期间，大家一直对于量子计算，有非常热烈 的一个讨论，包括量子计算到底是什么，然后量子计算有哪些具体的技术路径，以及量子 计算未来的应用应用场景到底有哪一些？那我们也非常荣幸的邀请到了波色量子的市场部 总监袁总，来为大家介绍。我就不过多占用大家的时间，那我们把接下来的时间交给袁总 袁总。 波色量子市场部总监袁总: 好的，大家好。喂，听得见吗？ 苏仪 中泰证券计算机分析师: 可以听到。 波色量子市场部总监袁总: 因为我看我的这个。电电脑上有一个图标是静音状态，所以还以为大家听不见。那我就简 单介绍一下，就是第一个问题就是量子计算机到底是什么问题？首先大家可能都会有一些 这个现在的半导体，或者说现在的计算机的一些从业基础，或者一些基础的认知。那大家 也都知道现在的整个这个半导体芯片的制成的话。那已经达到了 3 纳米或者是 2 纳米这样 的一个水平。这个意味着什么？就是意味着我们这个单个这个半导体的这个 B 的厚 ...

Group 1 - NISQ refers to Noisy Intermediate-Scale Quantum computers, which are currently prevalent but are characterized by errors and insufficient scale to solve significant problems [1] Group 2 - The focus is on small to mid-cap companies with disruptive technology, emphasizing competitive analysis and the importance of researching founders and their past ventures [2] - The investment strategy involves a two-year time frame, with a tendency to hold investments for longer periods, reflecting a generational learning experience in investment practices [2] - The current investment focus is on the electrification of everything, indicating a trend towards sustainable and innovative technologies [2]

We have a great crowd uh here today and I know that we're live streaming this and we're going to put it on YouTube. So, I want everybody at home to be able to hear how many people we have with us. So, you got to make some noise.Let's hear you. >> I'm Alex Can. I'm the host of Big Technology Podcast and I'm thrilled to be here with Dr.. Alan Barretts for a conversation about the cutting edge of quantum computing. Dr. . Dr.. Barretts, it's great to speak with you again. >> Great to speak with you. You're maki ...

Core Viewpoint - Rigetti Computing, along with other quantum computing companies, has attracted significant investor interest due to the potential of quantum technology, although it is still far from commercial viability [1][2]. Company Performance - Rigetti's stock has experienced substantial growth, with a reported 77% return for investors who bought in January 2025, and a potential return of over 2,640% for those who invested a few months earlier [3]. - The company's total revenue over the last 12 months is only $7.5 million, while its market capitalization exceeds $7 billion, indicating a significant disconnect between revenue and valuation [4]. Investment Considerations - Rigetti is considered too risky for most investors, with the current stock price reflecting an enormous amount of growth already anticipated [4]. - For investors with a high risk tolerance, Rigetti may be a speculative investment option, but alternatives like Alphabet are recommended for those seeking exposure to quantum technology with lower risk [5]. - Rigetti Computing was not included in a list of the 10 best stocks recommended by the Motley Fool Stock Advisor, suggesting that there may be better investment opportunities available [6].

Core Insights - IonQ's acquisition of SkyWater Technology for $1.8 billion represents a strategic shift in the quantum computing industry, enabling IonQ to create a vertically integrated quantum platform valued at $35 per share [1] - This acquisition addresses a significant limitation in quantum scaling by allowing IonQ to internalize fabrication, which is expected to enhance development cycles and manufacturing flexibility [2] - IonQ's move towards vertical integration contrasts with competitors like D-Wave and Rigetti, who still rely on external manufacturing partners, indicating a divergence in strategic approaches within the quantum ecosystem [3] Quantum Enablers - Northrop Grumman, Cloudflare, and Arqit Quantum are identified as key enablers in the quantum sector, positioned to benefit from the industry's shift towards scalable manufacturing and infrastructure, with projected earnings growth exceeding 10% by 2026 [4][5] - The global quantum computing market is anticipated to grow from approximately $3.52 billion in 2025 to $20.2 billion by 2030, highlighting the increasing importance of enabling technologies [5] - McKinsey's research suggests that the three core pillars of quantum technology could generate up to $97 billion in revenues by 2035, emphasizing the potential for enablers to provide clearer revenue paths compared to standalone hardware developers [6] Northrop Grumman - Northrop Grumman is actively investing in quantum technologies, committing $12.5 million to support quantum information science at Virginia Tech, and is focused on developing internal capabilities in advanced quantum computing [7][8] - The company is expected to report earnings growth of 10.2% in 2026, with revenue growth projected at 5.1% [9] Cloudflare - Cloudflare is enhancing its post-quantum security infrastructure, with plans for broader protocol compatibility in its Zero Trust Network Access solution, positioning itself as a critical enabler for quantum-era cybersecurity [10] - The company is projected to achieve earnings growth of 28.8% in 2026, with revenue growth of 26.9% [11] Arqit Quantum - Arqit Quantum is advancing quantum-safe encryption through its Encryption Intelligence platform, which has been commercially launched and is being utilized in a pilot program by the UK National Cyber Security Centre [12] - The company has secured multi-year contracts, including a significant agreement with a global telecom operator for quantum-safe network deployment, indicating strong market demand [12] - Arqit is expected to report earnings growth of 30.3% in 2026, with revenue growth projected at an impressive 214.2% [13]

Group 1: New Consumption - Beauty Industry Insights - The GMV of cosmetics on WeChat Video Account is projected to reach 12.18 billion yuan in 2025, with domestic brands expected to dominate the channel [5][6] - In 2025, domestic brands are anticipated to hold an 80.4% market share on WeChat Video Account, with top brands like Zheng Mingming and Lin Qingxuan leading the sales [6][7] - Skincare products are expected to capture 68.9% of the market share in the WeChat Video Account channel, indicating a higher premium potential compared to other categories [6][7] Group 2: WeChat Video Account as a Competitive Platform - WeChat Video Account is seen as a new battleground for beauty brands, offering a unique advantage by integrating public and private domains, allowing brands to retain users for long-term engagement [7] - The beauty-related voice volume in the WeChat ecosystem reached 10.39 million from October 2024 to September 2025, marking a 48% year-on-year growth, with video account voice volume increasing by 121.9% [7] - The platform's clear commercialization logic and empowerment system provide beauty brands with sustainable growth opportunities, making it crucial for brands to establish a presence on this platform [7] Group 3: Pharmaceutical Industry - Fuyuan Pharmaceutical Overview - Fuyuan Pharmaceutical, established in 1999 and listed in 2022, focuses on generic drugs and is expanding into innovative drugs, with a robust portfolio of 209 domestic drug registrations [13][14] - The company reported a revenue of 3.209 billion yuan from drug formulations in 2024, with a compound annual growth rate (CAGR) of 7.75% from 2019 to 2024, indicating stable growth [14][15] - Fuyuan is strategically investing in small nucleic acid innovative drugs, with 23 patents filed, and its core pipeline includes FY101, which is in Phase I clinical trials, targeting a large market of patients with dyslipidemia [15][16] Group 4: Financial Projections for Fuyuan Pharmaceutical - The company is expected to achieve net profits of 465 million yuan, 481 million yuan, and 520 million yuan from 2025 to 2027, with growth rates of -5%, 4%, and 8% respectively [16] - The current price-to-earnings (PE) ratios for these years are projected at 30X, 29X, and 27X, indicating a favorable valuation compared to peers [16]

Group 1: AI Energy Sector - The AI energy sector has seen significant catalysts recently, with uranium prices continuing to rise, reaffirming investment opportunities in this sector. The World Nuclear Association's report indicates that if governments meet their nuclear power construction goals, global nuclear capacity could reach 1,446 GW by 2050, exceeding the previous target of 1,200 GW [5][11] - To achieve the 1,446 GW target by 2050, a structured annual grid connection rhythm is required, with specific capacity targets set for different periods: 14.4 GW from 2026 to 2030, 22.3 GW from 2031 to 2035 (a 55% increase), 49.2 GW from 2036 to 2040 (doubling), and 65.3 GW from 2046 to 2050 [12][11] - The report emphasizes that nuclear power and uranium are transitioning from "optional energy" to "strategic necessities," which is expected to enhance their long-term pricing power, cash flow stability, and capital attractiveness [12] Group 2: Financial Technology Sector - The financial technology sector experienced a downturn this week, with most stocks under pressure. Credicorp led the gains with a 7.0% increase, following the announcement that its digital banking subsidiary, Tenpo, received operational approval in Chile, making it the first licensed new bank under Chile's banking law [14][16] - Capital One announced plans to acquire fintech company Brex for approximately $5.15 billion, aiming to expand its presence in corporate payments and expense management, reflecting the trend of traditional financial systems integrating with new technologies [16][17] - Interactive Brokers reported Q4 2025 earnings that exceeded market expectations, with a 15.4% year-on-year revenue increase to $1.64 billion, and a non-GAAP EPS of $0.65, surpassing general market forecasts by 11% [17] Group 3: Quantum Computing Sector - D-Wave announced the completion of its acquisition of Quantum Circuits Inc., solidifying its position as the only dual-platform quantum computing company globally. This acquisition enhances D-Wave's capabilities in error correction, crucial for commercializing gate model quantum computers [21][22] - The market saw fluctuations, with top gainers including Oxford Instruments (+3.9%) and Microsoft (+1.3%), while D-Wave experienced a significant drop of 11.1% [19][20] - The report highlights that D-Wave's acquisition addresses a critical shortcoming in the gate model route, with the dual-track qubit being a key asset for accelerating error correction, indicating a clearer timeline for the gate model project's deliverables [22] Group 4: Commercial Aerospace Sector - The aerospace sector experienced a slight pullback this week, with major indices showing declines, including a 1.9% drop in the US Space Economy Index and a 3.2% decline in the S&P Aerospace and Defense Select Industry Index [24] - Blue Origin announced its TeraWave project, which aims to provide up to 6 Tbps of symmetrical data transmission rates globally, utilizing a constellation of 5,408 interconnected satellites. This project is designed to meet the connectivity needs of businesses and government users, particularly in remote areas [26][27] - GE Aerospace reported Q4 earnings that slightly exceeded market expectations, but the stock fell due to a notable decline in operating profit margins in its core commercial engine business [24]

Nvidia Stock Holds Key Level As Microsoft Reveals New AI Chip| Investor's Business DailyMUST-VIEW FOR INVESTORS: [See The Best Online Brokers For 2026]---Nvidia (NVDA) remained above a key level as investors awaited earnings reports from some of the company's crucial Big Tech clients. Is Nvidia stock a buy or sell now? Meta (META) and Microsoft (MSFT) are scheduled to post quarterly results Wednesday, and their capital spending announcements hold implications for the demand outlook for Nvidia's chips. Meanw ...