3 Quantum Computing Stocks for Aggressive Investors in August
The article highlights three quantum stocks for aggressive investors. Rigetti (RGTI) is down 15.0% YTD to $18.82, with Q2 revenue $5.14M and a U.S. Commerce CHIPS Act LOI for up to $100M; adjusted EPS was -$0.05. D-Wave (QBTS) closed $20.73, with Q2 revenue $3.08M and H1 2026 bookings $35.5M. It also cites sector catalysts and analyst targets.
How this was made
The 30-second read
Why it matters
It provides specific quantitative datapoints (funding LOI size, cash/debt, fidelity metrics, bookings/RPO, and cash burn) that can influence short-term positioning, but it is not a fresh single-company disclosure like an earnings release or contract award with new terms.
Market read
Traders may use the cited funding optionality (RGTI) and bookings/RPO conversion requirement (QBTS) to frame risk, but the article reads more like an editorial roundup than a new catalyst event.
What to watch
Dilution risk (RGTI) and RPO conversion plus cash runway (QBTS) may matter more than fidelity/technical milestones or headline bookings growth.
Background
The piece is a multi-stock “aggressive investors” roundup focused on quantum computing names, mixing chart performance with selected operational metrics and funding/policy tailwinds.
Ticker impact
Rigetti says it signed a letter of intent with the U.S. Department of Commerce for up to $100M in CHIPS Act funding and reports Cepheus-1 fidelity metrics.
Near-term trading likely choppy, with upside skew if investors focus on CHIPS Act funding and fidelity milestones; downside if dilution fears dominate.
The article provides specific CHIPS Act LOI size, cash/debt position, and fidelity results, but also flags missed adjusted EPS and R&D outpacing revenue, which can cap multiple expansion.
D-Wave reports H1 2026 bookings of $35.50M and remaining performance obligations of $40.70M, alongside Q2 revenue and GAAP EPS misses.
Stock reaction risk remains two-sided: positive if investors underwrite RPO conversion, negative if cash burn and flat revenue persist.
The text includes concrete bookings/RPO and a commercial mix shift, but also highlights cash decline, widened adjusted EBITDA loss, and the need for RPO conversion.
Market effects
Reinforces a policy-and-milestone driven quantum narrative, where funding optionality and bookings/RPO conversion are key swing factors.
Primarily U.S.-centric via CHIPS Act and White House quantum policy tailwinds mentioned in the outlook.
Could influence global quantum sentiment, but the article’s specifics are company-level rather than cross-border regulatory or procurement actions.
Counterpoint
Treat the CHIPS Act LOI and bookings growth as non-cash, non-guaranteed catalysts until revenue conversion and cash burn stabilize.
Key entities
- companyRigetti Computing
Discussed as a government-funded roadmap play with a CHIPS Act LOI and Cepheus-1 fidelity metrics, plus Q2 EPS/revenue caveats.
- companyD-Wave Quantum
Discussed with H1 bookings and RPO growth, alongside Q2 revenue/EPS misses and cash/expense deterioration.
- governmentU.S. Department of Commerce
Named as the counterparty for Rigetti’s CHIPS Act funding letter of intent.
- governmentWhite House quantum executive orders
Mentioned as a sector policy tailwind in the forward-looking catalyst window.
