$QBTS

Intel (INTC), GlobalFoundries (GFS), Aeluma (ALMU), and Wolfspeed (WOLF) have seen losses of at least 40% over six months, outperforming the sector's 18% decline. The US government's semiconductor investments, including these stocks, have underperformed, with critics citing historical data on government ownership. Quantum computing stocks like D-Wave (QBTS) and Infleqtion (INFQ) are also part of the portfolio.

Rigetti Computing (RGTI) and D-Wave Quantum (QBTS) each rose 17% after IonQ raised its 2026 revenue guidance to $505-515M. Rigetti's Q2 revenue was $5.1M, with analysts expecting $23.3M for 2023 and $83.4M by 2028. D-Wave's revenue nearly tripled to $24.6M in fiscal 2025, with estimates at $42.5M for 2023 and $148M by 2028. Both companies report earnings on Nov. 10.

IonQ shares rose 10% after reporting a 336% revenue increase to $173.8M in Q3, beating estimates. The company raised 2026 guidance to $505M-$515M. SkyWater contributed $83.5M, but IonQ's Platform segment grew 127%. Gross margin slipped to 21.9%. Quantinuum also raised its outlook.

IonQ completed a $1.15B cybersecurity acquisition and partnered with QuantumCT. IQM reported a 51% revenue increase to €8.9M, with growing quantum computer orders. D-Wave upgraded its quantum solver. IBM researchers discovered 564 new quantum computing methods.

D-Wave Quantum (QBTS) shares fell 35.7% in October 2026, along with other quantum computing stocks like IonQ (IONQ), Quantinuum (QNT), and Rigetti (RGTI). The decline followed IonQ's acquisition and equity offering, raising concerns about cash burn and dilution. D-Wave reported $12.4M revenue, down 44.2% YoY, and trades at 316x sales. The company has $500M in net cash and faces short interest of 21.6%. Q3 results are due Nov. 10.

D-Wave Quantum improved its Stride hybrid solver, achieving faster and higher-quality results in benchmark tests. The enhanced solver found better solutions in 15 seconds compared to 120 seconds previously. The company also launched a three-course training program for developers. According to D-Wave, solutions for problems with up to 10,000 locations averaged within 0.02% of the best possible result in 15 seconds.

D-Wave Quantum Inc. (QBTS) filed an SEC Form 8-K — Regulation FD Disclosure. D-Wave Boosts Stride Hybrid Solver Performance, Launches Developer Training to Accelerate Quantum Optimization Adoption Enhanced solver enables users to find faster, higher-quality solutions to enterprise-scale optimization problems that can be difficult for classical computing N

D-Wave Quantum (QBTS) is gaining attention for its quantum annealing technology, with growing commercial adoption and partnerships. The company expects to release Q3 earnings on Nov. 10. D-Wave has secured $100M in U.S. government funding and partnerships with LG CNS and SkyWater Technology. Analysts rate it a buy with an average target price of $35, suggesting 225% upside potential.

D-Wave Quantum Inc. (QBTS) may see an 11% stock movement following its earnings report on Nov. 10. Historically, the stock has exceeded the options-implied move in five of the past eight earnings announcements, with notable gains and losses in recent quarters, according to data compiled by Bloomberg.

B. Riley reduced its price target for D-Wave Quantum (QBTS) to $27 from $40, maintaining a Buy rating. The stock fell 5% to $10.09. D-Wave's Q2 revenue was flat at $3.1M, while operating expenses rose 93%. Analysts expect revenue growth in 2027, but the company faces delivery delays and a securities class action.