Themes
Quantum Computing
Quantum hardware, ions, photonics, software / cloud-quantum stacks.
SecularMomentum -0.28σ · rank 21
1M return
0.00%
3M return
0.00%
News mentions 4w
452
vs 326 prior 4w
Sentiment
+0.65
#quantum#qubit#photonic#trapped ion
Constituents
5 stocks · enriched with quant z, fair-value upside, trend regime
| Ticker | Sector | Mcap | Weight | 1M return | Quant z | Decile | FV upside | Trend |
|---|---|---|---|---|---|---|---|---|
| IONQ IonQ, Inc. | Technology | 21.11B | Primary · 1.00 | — | +0.16σ | D2 | — | — |
| QBTS D-Wave Quantum Inc. | Technology | 9.07B | Primary · 1.00 | — | — | — | — | — |
| RGTI Rigetti Computing, Inc. | Technology | 7.1B | Primary · 1.00 | — | +0.28σ | D1 | — | — |
| IBM International Business Machines Corporation | Technology | 234.13B | Secondary · 0.50 | +23.05% | -0.24σ | D10 | — | bear |
| GOOG Alphabet Inc. | Communication Services | 4.44T | Tangential · 0.25 | -7.57% | -0.03σ | D7 | — | bull |
Narrative · 90-day flow
News mentions, sentiment, top headlines
BullishBearishNeutral
Top headlines (most recent)
- IBM (IBM) Surges 5.0%: Is This an Indication of Further Gains?fmp_stock·Jun 24, 2026·bullish+1.00IBM
- D-Wave Quantum: The Stock Doesn't Reflect The Business, It Funds Itfmp_stock·Jun 24, 2026·bearish-0.50QMCO
- Critique challenges Microsoft's quantum computing claimsfmp_stock·Jun 24, 2026·bullish+1.00MSFT
- Can IBM's OpenAI Partnership Strengthen Its Cybersecurity Business?fmp_stock·Jun 24, 2026·bullish+1.00IBM
- Microsoft's quantum computing technology called into question, againfmp_stock·Jun 24, 2026·bullish+1.00MSFT
- Announcement of Contract Award for Ministry of Internal Affairs and Communications ‘Research Project on Deployment of All-Photonics Network Technologies in Overseas AI Data Centers'fmp_stock·Jun 24, 2026·bullish+1.00MIC
- Announcement of Contract Award for Ministry of Internal Affairs and Communications ‘Research Project on Deployment of All-Photonics Network Technologies in Overseas AI Data Centers'fmp_press·Jun 24, 2026·bullish+1.00MIC
- Trump reveals selling this stock ‘was not a good move'fmp_stock·Jun 24, 2026·neutralIBM
- Why Investors Are Finally Separating Quantum Computing Winners From Losersfmp_stock·Jun 24, 2026·neutralQMCO
- Investors Heavily Search International Business Machines Corporation (IBM): Here is What You Need to Knowfmp_stock·Jun 24, 2026·neutralIBM
- These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radarfmp_stock·Jun 24, 2026·bullish+1.00IBM
- D-Wave Quantum: Trump's Orders Make This Speculative Buy Worth Watchingfmp_stock·Jun 24, 2026·bullish+0.60QMCO
- Pulsar Helium: A Quantum Supplier De-Risked And Revaluedfmp_stock·Jun 24, 2026·bearish-1.00QMCO
- IBM, Red Hat and Palo Alto Networks Expand Project Lightwell to Help Organizations Respond to Software Vulnerabilitiesfmp_press·Jun 24, 2026·neutralIBM