Leading daily newsletter for quantum equities
Apr 17, 2026
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2 min read
S&P Global says quantum is "catalyzed." Xanadu halted four times. The institutional thesis is here.
Apr 16, 2026
The bill that died in 2023 is back. And it's loaded.
Apr 15, 2026
5 min read
Happy world quantum day (to those who celebrate)
Apr 14, 2026
4 min read
Posts Monday at 9 am EST
Apr 13, 2026
Geopolitical chaos returns as the ceasefire collapses and oil tensions spike.
Apr 10, 2026
The ceasefire rally fades as quantum stocks retreat 2-5%.
Apr 9, 2026
6 min read
The market woke up to the 108-qubit launch as broader geopolitical relief lifts all boats.
Apr 8, 2026
The first 100+ qubit gate-based system hits Amazon Braket while analyst trimming continues.
Apr 7, 2026
Sector consolidates after last week's run as analysts reset expectations.
Apr 6, 2026
8 min read
The sector extends its rally while VCs warn the clock is ticking. IonQ's cash burn comes under scrutiny.
Apr 3, 2026
IonQ takes a 13.3% stake in Horizon Quantum. All six tickers green.
Apr 2, 2026
Sector gives back Tuesday's gains. EPS estimates crash, bookings fall 22%, and profitability remains distant.
Apr 1, 2026
$100B in crypto at risk. US pressures allies on supply chains. Rigetti lands an academic sale.
Mar 31, 2026
BlackRock bets $57M on another quantum IPO. The sector bleeds on with no news.
Mar 30, 2026
7 min read
Xanadu goes public anyway. IonQ hits 52-week low. Vanguard exits D-Wave completely.
Mar 27, 2026
D-Wave -9%, IonQ -6%, Rigetti -5%. When validation feels like a warning shot.
Mar 26, 2026
Google goes dual-track on quantum. D-Wave bounces but earns a "Strong Sell." Plus: IonQ's government push and why QTUM might be the safest play right now.
Mar 25, 2026
Government unit, defense demos, and a podcast can't stop the slide. Plus: IonQ profit-taking, Arqit's 5.6% drop, and the only green ticker in the group.
