QBTS D-Wave Quantum Inc.

Both are high-growth bets on unproven cutting-edge technologies.

IonQ (IONQ) shares rose 9.5% on Thursday, closing at $40.34 after six sessions that had mostly gone the other way. The reason on offer was research: quantum algorithms running inside mainstream engineering software, developed with Synopsys, sped up complex industrial design by up to 14.6%. That is genuine progress. It is also not a sale, and the price you pay for IonQ already assumes a great many sales.

The U.S. Energy Department launches Quantum Genesis Q, a competition to build an error-corrected, ‘scientifically relevant’ quantum computer.

Rigetti Computing (RGTI) sells quantum computing systems into a market its own management calls early, which makes the buy question hard to answer. You cannot lean on earnings, because Rigetti loses money, which leaves its price-to-earnings ratio meaningless. You can measure what you pay for each dollar of sales. Here is that walk, one step at a time.

D-Wave investors are grasping at straws.

D-Wave Quantum (NasdaqGS: QBTS) faces multiple legal investigations after its CFO resigned and the company missed revenue expectations. Several shareholder rights law firms have opened probes into potential securities law violations and possible misstatements to investors. These new investigations into D-Wave Quantum's revenue shortfall and CFO departure deserve to be weighed against our other findings. Our analysis turns up 1 other big win for D-Wave Quantum as well. Quantum computing is...

IonQ's collaboration with NVIDIA on quantum optimization just sent the entire pure-play sector surging, but the market signal that actually reveals whether this is a real industry shift or just a speculative bet on one company's research is hiding in plain sight.

Oak Ridge, IonQ, and NVIDIA used generative AI to cut quantum circuit compilation from 11 minutes to 28 seconds, a milestone with implications for IONQ and NVDA investors.

Anderon is already running its first quantum wafers at a 300-millimeter New York foundry

International Business Machines finalizes a Commerce Department award to build Anderon, the first stand-alone quantum chip foundry in the U.S.

QBTS' uneven system sales, elevated expenses and reliance on fourth-quarter acceptance milestones keep profitability under pressure.

IonQ (IONQ) stock trades at about $37, roughly 55% below its high inside the last year. The market did not do that: over the past twelve months the S&P 500 returned 16.6% while IonQ lost 33.4%. Its own numbers went the other way, which makes the downside hard to size.

NVIDIA's new CUDA-Q Logical software links GPUs with quantum processors to tackle error correction, potentially benefiting IonQ, Rigetti, and D-Wave as hybrid computing advances.

The Commerce Department awarded $100 million CHIPS Act grants each to D-Wave Quantum, Rigetti Computing, and Quantinuum, while IonQ was notably excluded from this funding round.

Rigetti Computing (RGTI) trades near $15, about 73% below the high it set inside the past year. No market shock did that: the S&P 500 returned 17% over the past twelve months while Rigetti lost 8.5%. The 73% is measured from a high set inside those same twelve months, so the stock ran up hard before it fell. A fall like that in a rising market says the price is a bet on a road map.

The issue is potential selling pressure, not fresh dilution.

BigBear.ai boasts established government revenue but faces concentration risk and accounting challenges. D-Wave offers explosive growth but is burning cash at an alarming rate.

D-Wave and Rigetti just landed major government backing as investors look for the next winners in quantum computing.

The case rests on a surging order book, because the revenue line itself is shrinking.

CORRECTIONS D-Wave Quantum headquarters is in Palo Alto, Calif. A Business News article on Wednesday about the U.S. government’s taking a minority equity stake in D-Wave and other companies incorrectly said D-Wave is based in British Columbia.

Washington is now a shareholder in these quantum computing companies.

The U.S. Commerce Department is investing up to $300 million for minority equity stakes in D-Wave, Rigetti, and Quantinuum, reinforcing balance sheets and reshaping quantum computing's valuation outlook.

BofA Securities says investor and corporate interest in quantum computing is surging as government funding, technological breakthroughs, and rising budgets push the technology closer to commercialization.

IonQ's CEO used investor day to warn that encryption breaks in 2028 and quantum computing is about to slipstream into every corporate research program. The stock fell anyway, and the gap between that pitch and the financial reality underneath it tells a complicated story.

Federal Reserve rate-hike odds just handed quantum computing stocks their sharpest single-session hit in weeks, and the reason has nothing to do with anything these companies actually did.

Washington just handed out $2 billion in quantum manufacturing incentives, and the money landed in some very unexpected places. Five stocks are quietly positioned to capture the fallout, and most investors have no idea they qualify.

Quantum Stocks Get a Major Boost as U.S. Commits $300 Million to Industry

Today, Sept. 8, 2026, the quantum computing provider boosted its full-year outlook to between $450 million and $460 million after SkyWater Technology acquisition.

↘️ Amgen (AMGN): Shares of the biotechnology company, a major contributor to the Dow, shed 10%, its sharpest drop in 25 years. The move came after the Swiss drugmaker Novartis (CH:NOVN) said late Friday that an experimental medicine failed to reduce cardiovascular risk in a late-stage clinical trial.

IonQ’s acquisition of SkyWater Technology prompts a raise to its guidance and facilitates the production of new quantum chips.

Here’s what investors need to know about the Commerce Department’s investment in 3 major quantum stocks, plus supply chain player GlobalFoundries.

Rigetti Computing, D-Wave Quantum, and Quantinuum are set to receive $100 million each from the U.S. Commerce Department.

Commerce receives a minority, non-controlling stake in each as a condition of the funding

The U.S. government is taking minority stakes in three quantum computing companies in exchange for CHIPS and Science Act funding.

The U.S. government is taking minority equity stakes in D-Wave Quantum, Rigetti Computing, and Quantinuum with a combined $300 million CHIPS Act deal that funds the three companies to scale quantum-computing research.

D-Wave is investors' favorite quantum computing stock today, but GlobalFoundries is the government's favorite.

The federal government invest $100 million into the company.

D-Wave Quantum stock has delivered a very large 3 year gain, yet on broad valuation checks it still screens as expensive rather than a clear bargain. The recent share price swings and legal scrutiny give investors a lot to weigh before deciding what that premium means for risk and return. The stock has returned about 17x over 3 years, which puts extra focus on how much future growth is already reflected in the price. Commercial use cases for D-Wave Quantum’s annealing systems can support...

QBTS' commercial momentum is strengthening as QCaaS revenues, bookings, backlog and production adoption rise despite flat quarterly sales.

D-Wave Quantum (QBTS) is back in focus after two law firms announced investigations into potential securities issues, following second quarter revenue that fell short of expectations and the retirement of its Chief Financial Officer. At a share price of $16.82, D-Wave Quantum has seen short term momentum weaken, with the 30 day share price return down 22.95% and the year to date share price return down 40.21%, even though the 3 year total shareholder return is very large. Recent drops around...

D-Wave Quantum Inc. announced that long-time Chief Financial Officer John Markovich retired on September 2, 2026, with senior vice president of finance Greg Golkov stepping in as acting CFO and principal financial and accounting officer. The company emphasized continuity by highlighting that Markovich’s departure did not stem from disagreements and that Golkov has already been overseeing key finance functions, including SEC reporting and financial planning. We’ll now consider how the CFO...

Quantum Computing is betting on higher production volumes and scalable manufacturing as rising costs and gross losses weigh on profitability.

NVIDIA and four tech giants offer quantum exposure through cloud, software and infrastructure, helping investors tap the boom beyond pure plays.

Beyond hardware, Quantum Computing as a Service is emerging as a key revenue driver for D-Wave, Rigetti, and Quantum Computing Inc., with D-Wave appearing best positioned so far.

QUBT and QBTS both face post-earnings weakness, but stronger revenue growth, liquidity and lower valuation give QUBT an edge.

IonQ is growing blisteringly fast.

D-Wave Quantum has paying customers and a broadening technology platform. Here's why that's not the whole story.

Insiders at ​IonQ, Inc. (NYSE:IONQ), ​Rigetti Computing, Inc. (NASDAQ:RGTI), and D-Wave Quantum Inc. (NYSE:QBTS), the three largest pure-play quantum computing companies trading on US markets, have sold approximately $863 million more of their own stock than they have purchased over the last three years combined. The figure, as per an analysis of Form 4 filings […]

D-Wave Quantum shares fell 16.6% this week after CFO John Markovich's surprise retirement rattled investors already uneasy about the quantum computing stock's mounting losses.

Buying the stock today means paying for an engineering roadmap that runs years out, not for the hardware revenue the company books now.