Latest news with #IONQ
Yahoo
11-07-2025
- Business
- Yahoo
Nvidia Stock Regains Momentum. Is It Time to Buy, Sell, or Hold NVDA?
After a sluggish start to 2025, Nvidia (NVDA) stock has come roaring back, reflecting improving market sentiment. Just a few months ago, the narrative surrounding Nvidia was far more cautious. Earlier in the year, the stock faced mounting pressure as concerns grew over potential demand headwinds for its high-performance GPUs. Notably, the launch of DeepSeek's cost-effective R1 large language model (LLM) in January raised concerns that Nvidia's premium-priced chips might lose their appeal. Adding fuel to the fire, new U.S. government restrictions on GPU shipments to China wiped out billions in potential revenue. This Underdog AI Stock Just Got a New Street-High Price Target 'The Most Patriotic Thing You Can Do Is Not Pay the IRS' Says Grant Cardone as OBBBA Signed into Law — Here's How Much You'll Save Texas Just Passed Quantum Computing Legislation. How Should You Play IONQ Stock Here? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! Overall, Nvidia's early 2025 narrative was one of headwinds and caution. But the tide has turned. In just three months, Nvidia stock has surged 51%, making it the first publicly traded company to briefly surpass a staggering $4 trillion market cap. As macroeconomic fears have eased, so has the selling pressure on tech, including Nvidia. Further, the company's dominance across the AI ecosystem, including hardware, software, and networking, puts it in a solid position to capitalize on exploding AI infrastructure demand. Nvidia's recent financial performance demonstrates the robustness of its fundamentals. In its latest quarter, the company reported $44 billion in revenue, representing a 69% year-over-year increase. The Data Center segment led the charge with $39 billion in sales, up 73%, driven by the accelerating demand. Further, the shift from AI training to inference and the rapid buildout of AI factories around the globe augurs well for growth. The company's new Blackwell platform is now the key growth catalyst. In Q1, Blackwell chips contributed nearly 70% of Data Center compute revenue, marking the fastest ramp in Nvidia's history. With its innovative GB200 NVL systems, Nvidia is delivering AI compute at an unprecedented scale and efficiency, achieving the lowest cost per inference token in the industry. Nvidia's resilience shows in other areas as well. Networking has emerged as a powerful second growth engine, generating $5 billion in quarterly revenue, a 64% quarter-over-quarter increase. Technologies like NVLink and Spectrum-X are now essential for AI infrastructure, enabling the high-bandwidth, low-latency performance required for next-generation agentic AI, which aims to surpass generative models by facilitating autonomous reasoning and decision-making. Outside the Data Center segment, Nvidia continues to gain traction across Gaming, Automotive, and Robotics. Gaming revenue hit a record $3.8 billion, up 48% sequentially. Automotive revenue rose 72% year-over-year, reflecting strong demand for self-driving and innovative cockpit platforms. Nvidia's tech is expected to power the next-generation gaming and AI-powered PCs, expanding its total addressable market in meaningful ways. Nvidia's momentum shows no signs of slowing down. The tech giant recently shared an upbeat forecast for its second quarter, projecting $45 billion in revenue, reflecting a solid 50% increase compared to the same period last year. This guidance shows the continued strength of its Data Center segment, which remains a key growth driver even amid geopolitical uncertainty. A big part of that resilience comes from the company's latest innovation, the Blackwell platform, which is expected to help Nvidia maintain global demand despite regional headwinds. Wall Street is optimistic about NVDA's prospects. Analysts maintain a 'Strong Buy' consensus rating on Nvidia. Moreover, the Street high price target of $250 suggests significant upside potential for NVDA stock over the next 12 months. While Nvidia's valuation might raise eyebrows at first glance, especially with its forward price-earnings ratio hovering around 40x, the premium appears justified. The company is expected to deliver robust earnings growth of 36.5% in fiscal 2026, followed by an additional 32.3% in fiscal 2027. When you factor in that level of sustained profitability, Nvidia starts to look far more reasonably priced. For long-term investors, the answer leans heavily toward 'Hold' or even 'Buy.' Nvidia continues to deliver impressive growth and has dominant positioning in the AI ecosystem. While geopolitical risks remain, continued demand for its products and innovation make NVDA a compelling investment. On the date of publication, Amit Singh did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
11-07-2025
- Business
- Yahoo
Stocks See Support from Airline Stocks but Trade Uncertainty Persists
The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.41%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.34%. September E-mini S&P futures (ESU25) are up +0.13%, and September E-mini Nasdaq futures (NQU25) are down -0.33%. Stocks today are mixed. Strength in airline stocks is positive for the broader market, with Delta Air Lines jumping more than +12% after restoring its full-year guidance. Stocks also found support after today's US weekly initial unemployment report showed jobless claims unexpectedly fell to an 8-week low, a sign that the US labor market remains strong. This Underdog AI Stock Just Got a New Street-High Price Target Texas Just Passed Quantum Computing Legislation. How Should You Play IONQ Stock Here? 'The Most Patriotic Thing You Can Do Is Not Pay the IRS' Says Grant Cardone as OBBBA Signed into Law — Here's How Much You'll Save Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Stocks continue to see downward pressure due to uncertainty about President Trump's trade policies. On Wednesday, President Trump issued a new set of tariff demands on several countries, including a 50% tariff rate on Brazil. Mr. Trump also confirmed that the US will begin levying a 50% tariff on copper imports, effective August 1. Higher T-note yields are also weighing on stocks today, with the 10-year T-note yield up +3 bp to 4.36%. President Trump has vowed to push forward with his aggressive tariff regime, stressing he would not offer additional extensions on country-specific tariffs set to take effect on August 1. Mr. Trump also stated that drug companies could face tariffs as high as 200% on imports if they don't relocate production to the US within the next year. In addition, despite stating that the US was close to a trade deal with India, Mr. Trump said he would still impose a 10% tariff on India's goods for their participation in BRICS, a group of developing nations he claimed were 'set up to hurt' the US. US weekly initial unemployment claims unexpectedly fell -5,000 to an 8-week low of 227,000, showing a stronger labor market than expectations of an increase to 235,000. However, weekly continuing claims rose +10,000 to a 3.5-year high of 1.965 million, right on expectations and a sign that out-of-work Americans are finding it difficult to secure a new job. Comments today from St. Louis Fed President Musalem were slightly hawkish, as he noted that he sees upside risks to inflation, but it is too early to determine whether tariffs will have a persistent impact on prices. Another hurdle for stocks is the upcoming earnings season, which begins this week. Bloomberg Intelligence data show that the consensus for Q2 earnings of S&P 500 companies is for a rise of +2.8% year-over-year, the smallest increase in two years. Also, only six of the eleven S&P 500 sectors are projected to post an increase in earnings, the fewest since Q1 of 2023, according to Yardeni Research. Federal funds futures prices are discounting the chances at 7% for a -25 bp rate cut at the July 29-30 FOMC meeting. Overseas stock markets today are mixed. The Euro Stoxx 50 fell from a 3.5-month high and is down -0.11%. China's Shanghai Composite rallied to a 9-month high and closed up +0.48%. Japan's Nikkei Stock 225 closed down -0.44%. Interest Rates September 10-year T-notes (ZNU25) today are down -7 ticks. The 10-year T-note yield is up +3.4 bp to 4.367%. T-notes are under pressure today after US weekly jobless claims unexpectedly fell to an 8-week low, a sign of labor market strength that is hawkish for Fed policy. T-notes are also weighed down by concern that US tariff increases could boost inflation and prevent the Fed from cutting interest rates. T-notes extended their losses today after St. Louis Fed President Musalem said he sees upside risks to inflation. In addition, supply pressures are negative for T-notes, as the Treasury will auction $22 billion of 30-year T-bonds later today to conclude this week's auction slate of $119 billion of T-notes and T-bonds. European government bond yields today are mixed. The 10-year German bund yield is up +2.6 bp at 2.698%. The 10-year UK gilt yield is down -1.0 bp to 4.602%. Italy May industrial production fell -0.7% m/m, weaker than expectations of -0.2% m/m. Swaps are discounting the chances at 3% for a -25 bp rate cut by the ECB at the July 24 policy meeting. US Stock Movers Airline stocks are climbing today, led by a +12% jump in Delta Air Lines (DAL) after the company restored its full-year guidance and projects full-year adjusted EPS of $5.25-$6.25, the midpoint well above the consensus of $5.35. American Airlines Group (AAL) and United Airlines Holdings (UAL) are up more than +11%, Alaska Air Group (ALK) is up more than +8%, and Southwest Airlines (LUV) is up more than +5%. MP Materials (MP) is up more than +52% after the company struck a multi-billion-dollar public-private deal with the US Department of Defense to build a new magnet plant and expand rare earth capabilities. WK Kellogg (KLG) is up more than +30% after Ferrero International SA acquired the company for about $3.1 billion or $23 per share. Advance Micro Devices (AMD) is up more than +4% to lead gainers in the Nasdaq 100 after HSBC upgraded the stock to buy from hold with a price target of $200. Tesla (TSLA) is up more than +3% after CEO Musk said the company will launch deployment of its driverless taxis in the San Francisco Bay area 'in a month or two,' pending regulatory approvals. Trex Co (TREX) is up more than +5% after Baird upgraded the stock to outperform from neutral with a price target of $75. McDonald's (MCD) is up more than +2% to lead gainers in the Dow Jones Industrials after Goldman Sachs upgraded the stock to buy from neutral with a price target of $345. Huntington Ingalls Industries (HII) is up more than +1% after TD Cowen upgraded the stock to buy from hold with a price target of $300. Helen of Troy (HELE) is down more than -24% after reporting Q1 net sales of $371.7 million, weaker than the consensus of $396.5 million. Methode Electronics (MEI) is down more than -21% after reporting a Q4 loss per share of -77 cents versus a loss of -23 cents y/y. Autodesk (ADSK) is down more than -7% to lead losers in the Nasdaq 100 on reports that the company is weighing the acquisition of PTC Inc. Conagra Brands (CAG) is down more than -3% to lead packaged food makers lower after reporting Q4 net sales of $2.78 billion, below the consensus of $2.84 billion. Also, the Campbell's Company (CPB) is down more than -1% and J M Smucker (SJM) is down -0.81%. Workday (WDAY) is down more than -4% after Piper Sandler downgraded the stock to underweight from neutral with a price target of $235. Crowdstrike Holdings (CRWD) is down more than -3% after CFRA downgraded the stock to hold from buy. Earnings Reports (7/10/2025) Byrna Technologies Inc (BYRN), Conagra Brands Inc (CAG), Delta Air Lines Inc (DAL), E2open Parent Holdings Inc (ETWO), Frequency Electronics Inc (FEIM), Helen of Troy Ltd (HELE), PriceSmart Inc (PSMT), Simply Good Foods Co/The (SMPL), WD-40 Co (WDFC). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Melden Sie sich an, um Ihr Portfolio aufzurufen.
Business Insider
09-07-2025
- Business
- Business Insider
Mixed options sentiment in IONQ with shares down 0.29%
Mixed options sentiment in IONQ (IONQ), with shares down 13c near $45.07. Options volume running well above average with 116k contracts traded and calls leading puts for a put/call ratio of 0.54, compared to a typical level near 0.5. Implied volatility (IV30) is higher by 0.2 points near 99.81,and below the 52wk median, suggesting an expected daily move of $2.83. Put-call skew steepened, indicating increased demand for downside protection. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
Yahoo
08-07-2025
- Business
- Yahoo
IonQ price target raised to $55 from $50 at Benchmark
Benchmark analyst David Williams raised the firm's price target on IonQ (IONQ) to $55 from $50 and keeps a Buy rating on the shares after having recently hosted a fireside chat with CEO Niccolo de Masi and CFO Thomas Kramer. IonQ is positioning itself as 'a leader in both quantum computing and the increasingly critical field of quantum networking,' contends the analyst, who believes the company has the most commercial business model and differentiated go to market strategy among peers. Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders' Hot Stocks on TipRanks >> Read More on IONQ: Disclaimer & DisclosureReport an Issue IonQ's Strategic Positioning and Growth Potential in Quantum Computing: A Buy Rating Analysis Analysts Say Buy IonQ Stock, but Is Any Upside Really Left? Black Diamond, Nike, Apple, Block, IonQ: Trending by Analysts Mixed options sentiment in IONQ with shares down 0.89% Quantum Computing Stocks QBTS and IONQ Rally as Cantor Assigns 'Buy' Rating Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Forbes
03-07-2025
- Business
- Forbes
What's Next For Rigetti Stock?
CANADA - 2025/05/09: In this photo illustration, the Rigetti Computing logo is seen displayed on a ... More smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) Rigetti Computing (NASDAQ: RGTI), a company specializing in quantum computing, experienced a 15% increase on July 2 — a significant movement that concluded nearly a 70% rise over the preceding four months. The recent surge followed Cantor Fitzgerald starting coverage with an Overweight rating and a $15 price target, suggesting a potential further increase of about 19% from current prices. Rigetti's one-day increase was part of a wider movement in the sector — IONQ (NYSE: IONQ) rose 12%, while D-Wave Quantum (NYSE: QBTS) also benefited — as expectations of Federal Reserve interest rate cuts and a new U.S.–Vietnam trade agreement bolstered risk appetite. Coupled with increased U.S. government investment in quantum technology (recently committing $2.7 billion), the conditions for speculative tech stocks like Rigetti appear more favorable. As is the case with any cutting-edge technology, volatility comes with the territory. If you seek growth potential with less volatility than a single stock, consider the High-Quality Portfolio, which has surpassed the S&P 500 with over 91% returns since its inception. Also noteworthy: Super Micro Stock to $100? Why Are Investors Paying Attention? Rigetti develops superconducting quantum processors and provides cloud-based Quantum Computing as a Service (QCaaS). Additionally, it's the creator of Ankaa-3, an 84-qubit system with enhanced fidelity and lower error rates. The strategy is clear: transition from single-chip systems to multi-chip modules, ultimately achieving machines with over 100 qubits—and laying the groundwork for the 336‑Qubit Lyra in 2026. Their strategy is bolstered by advanced fabrication (ABAA) and robust external partnerships, positioning RGTI for significant advancements toward practical quantum computing. Hype Exceeds Revenue Here's the reality. Despite the technological achievements, Rigetti remains firmly in research and development mode. CEO Subodh Kulkarni has indicated that commercial demand is still 3–5 years away, and widespread adoption could take a full decade. This positions Rigetti's valuation as striking: Nonetheless, the company is well-funded, holding more than $575 million in cash, bolstered by a $350 million equity capital raise and a $250 million partnership with Quanta. It has no debt and a long runway ahead. Significant aspirations. Competitive Position: Strong but Saturated Rigetti's end-to-end approach is managing everything from chip design to cloud access — granting it greater flexibility compared to quantum competitors such as IBM, IonQ, and Google. Its partnership with Quanta further enhances commercialization potential. However, progress made by Google's Willow chip and Amazon's Quantum Embark program indicates increasing competition in this sector. The Final Verdict Rigetti is among the more intriguing players in the quantum computing market, showcasing credible technology, solid partnerships, and a robust balance sheet. However, investors need to view this for what it is: a high-risk, high-reward speculation in an industry that may take a decade to develop fully. Investing in a single stock carries risks. We implement a risk assessment framework when constructing the 30-stock Trefis High Quality (HQ) Portfolio, which has a history of comfortably outperforming the S&P 500 over the past four years. Why is that? As a group, HQ Portfolio stocks delivered superior returns with lower risk compared to the benchmark index; providing a less turbulent experience, as shown in HQ Portfolio performance metrics.
