$QNT 0.51 Developing

Notable posts

• @amitisinvesting neutral 2525 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. A major end-of-Q2 rebalancing wave could hit global markets, with JPMorgan estimating institutional investors may sell up to $165B of equities and rotate the same amount into bonds by quarter-end — the largest rebalance in at least four years. The biggest expected sellers include Japan’s GPIF at roughly $60B, Norway’s Norges Bank at around $40B, U.S. defined benefit pensions at about $55B, and the Swiss National Bank at up to $25B. Balanced mutual funds may partially offset the pressure with an estimated $15B of equity buying, but overall, quarter-end flows could create significant selling pressure across global stocks. 2. SpaceX $SPCX reportedly signed a major compute deal with open-source AI startup Reflection AI, giving it access to Nvidia $NVDA GB300 chips at Colossus 2, per CNBC. Reflection is expected to pay SpaceX about $150M per month starting July 1, 2026, which could total roughly $6.3B if the agreement runs through 2029. The deal adds Reflection to SpaceX’s growing AI compute customer list, alongside Anthropic, Google, and Cursor. 3. Retail investors have poured roughly $150B into the largest equity ETFs over the past month, marking the second-biggest inflow in history. The move shows just how aggressive retail demand for equities has become, even as markets continue to digest major macro and positioning risks. 4. Palantir $PLTR has secured a foundational role in the U.S. Army’s NGC2 data layer. The Army established the NGC2 common data layer baseline, a major step in modernizing command-and-control systems. Palantir Foundry will serve as the cloud data layer, while Anduril Lattice will serve as the tactical data layer, giving the Army a scalable foundation for AI-enabled tools, interoperability, and faster battlefield decision-making. 5. The top 10 most active options today by contracts traded were $TSLA with 3.3M contracts, $NVDA with 2.9M contracts, $SPCX with 1.2M contracts, $AMZN with 1.1M contracts, $AAPL with 990K contracts, $GOOGL with 970K contracts, $MSFT with 917K contracts, $NFLX with 717K contracts, $INTC with 621K contracts, and $PLTR with 587K contracts. Tesla led options activity with more than 3.3M contracts traded, followed by Nvidia at 2.9M, while SpaceX and Amazon both saw volume above 1M contracts. 6. BofA now expects the Fed to hike rates three times this year, reversing its prior view of no changes. The firm sees 25 bps hikes in September, October, and December, taking the Fed funds range to 4.25%–4.5% by year-end. BofA now expects the first Fed rate cuts to come in 2028. 7. Qualcomm $QCOM is reportedly in advanced talks to acquire AI chip startup Modular in a deal that could value the company around $4B, per Bloomberg. No final agreement has been reached, but an announcement could come in the next few weeks. Modular last raised $250M at a $1.6B valuation in September 2025, meaning the reported deal would mark a major step-up in value. 8. Trump signed two quantum-focused executive orders aimed at accelerating U.S. leadership in the space. One order pushes for a U.S. quantum computer $INFQ $QBTS $IBM $RGTI $IONQ $QNT capable of major scientific calculations, along with quantum sensors and networks, within five years. The other directs federal agencies to transition to post-quantum cryptography by 2031, strengthening cybersecurity against future quantum threats. 9. Google $GOOGL is investing about $75M in A24 as part of a multi-year AI research partnership between Google DeepMind and the film studio. The deal marks Google’s first equity stake in a studio, with A24 and DeepMind working on AI tools for film production and distribution. The agreement does not give Google access to A24’s film and TV library, while A24 Labs is already developing an AI-generated storyboard tool. 10. Micron $MU signed a strategic agreement with Anthropic covering AI memory and storage architecture, multi-year supply, Claude enterprise adoption, and an investment in Anthropic’s Series H round. Micron will provide data center memory and storage products, including HBM, DRAM, and SSDs, while the two companies work together to optimize Anthropic’s AI infrastructure for performance, energy efficiency, and token economics. 11. Nvidia $NVDA launched Halos for Robotics, a full-stack safety system for robotics and physical AI. Agility will be the first to integrate parts of Halos into the safety architecture for Digit, its humanoid robot used in logistics, manufacturing, and warehouses. The system combines Nvidia IGX Thor, Holoscan Sensor Bridge, Halos OS, external-camera safety monitoring, and an ANAB-accredited AI Systems Inspection Lab, with 40+ companies participating in the lab program. 12. Chevron $CVX signed a 20-year power deal with Microsoft $MSFT to supply natural gas-fired electricity for a proposed West Texas data center. The project, called Kilby, is expected to deliver first power by 2028 and eventually ramp to 2.67 GW. Chevron will use Permian Basin gas to power GE Vernova turbines, with the project designed to generate its own electricity instead of drawing from the grid. Chevron is developing Kilby with Engine No. 1 and expects to make a final investment decision later this year. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @StockSavvyShay neutral 234 eng

  $HPE expanded partnerships with eight quantum computing firms including $INTC, $RGTI & $QNT The goal is to use HPE’s Cray supercomputing backbone to connect AI, HPC and quantum systems for real-world workloads across science, security and industry. https://t.co/p0bF3tKoFx

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• @wallstengine neutral 119 eng

  Citadel Advisors disclosed several notable new Q2 positions, including equity stakes in SpaceX $SPCX, Cerebras Systems $CBRS and Quantinuum $QNT. Its reported 13F portfolio rose 41.5% QoQ to $875.1B https://t.co/FJsYo3svnR

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• @StockSavvyShay bullish 107 eng

  Rosenblatt thinks $QNT could be nearing its “ChatGPT moment” as $ORCL buys a Helios system outright for its Utah data center. What stands out is Quantinuum already owns the stack from QPU to software, giving Oracle a path to add quantum alongside CPUs and GPUs. https://t.co/V91yZo6jmd

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• @wallstengine neutral 78 eng

  Today's Key Events (All EST) — 08/11/2026 06:00: US NFIB Business Optimism Index 08:15: US ADP Wkly Employment Change 10:00: US Existing Home Sales 11:00: NY Fed Credit Report 13:00: US 3-Year Note Auction Before Open 👇 05:00: On Holding $ONON 05:00: Tencent Music $TME 05:15: Elbit Systems $ESLT 06:00: Flowco $FLOC 06:00: Organigram $OGI 06:05: Venture Global $VG 06:30: Sea $SE 06:30: Aramark $ARMK 06:35: Lithium Argentina $LAR 06:45: Cardinal Health $CAH 06:55: Janus International $JBI 07:00: Ceragon Networks $CRNT 07:00: Autolus Therapeutics $AUTL 07:00: eToro $ETOR 07:00: ECARX $ECX 07:00: Terrestrial Energy $IMSR 07:00: Legend Biotech $LEGN 07:00: Middleby $MIDD 07:00: Vestis $VSTS 07:30: Ambiq Micro $AMBQ 07:30: 908 Devices $MASS 07:50: Neuronetics $STIM After Hours 👇 16:00: Lumentum $LITE 16:00: Aquestive Therapeutics $AQST 16:00: NextNav $NN 16:05: Super Micro Computer $SMCI 16:05: CoreWeave $CRWV 16:05: H&R Block $HRB 16:05: Velo3D $VELO 16:05: Absci $ABSI 16:05: Evolv Technologies $EVLV 16:05: Hyliion $HYLN 16:05: Energy Vault $NRGV 16:05: Owlet $OWLT 16:10: Firefly Aerospace $FLY 16:10: CAVA $CAVA 16:15: Astronics $ATRO 16:15: SES AI $SES 16:15: Factorial Energy $FAC 16:30: Adecoagro $AGRO 16:30: Fold $FLD 17:15: Franco-Nevada $FNV 19:00: Quantinuum $QNT 20:15: Denison Mines $DNN 22:55: Borr Drilling $BORR

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• @wallstengine bullish 67 eng

  Bernstein Initiates $QNT at Outperform, PT $94 Analyst comments: "Quantinuum is a full-stack hardware/software quantum solutions vendor with a track record of developing and delivering multiple generations of quantum computers and a roadmap that would lead to breakthrough solutions that solve very valuable unsolvable problems in chemistry, pharmaceuticals, material science, and financials. The industry and the technology are still immature but have huge potential and are moving fast, and the winner(s) will likely generate significant value for shareholders. We believe that Quantinuum has 1) proven their ability to execute and deliver; 2) a reasonable roadmap for delivering a high-fidelity (low error rate) quantum computer with hundreds of logical qubits capable of solving currently intractable problems; 3) their own optimized software stack, including industry applications; and 4) a consultant (Forward Deployed Engineer) model to help drive customer success. While there are inherent risks, we believe the risk/reward is quite favorable for investors willing to wait as the technology matures. We base our assessment of the company on the likelihood they can deliver next year their ~100 logical qubit computer (SOL) and, in CY29, a quantum computer with hundreds of logical qubits (APOLLO), and value it based on ~50% probability of success." Analyst: Mark Moerdler

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• @wallstengine neutral 57 eng

  QUANTINUUM SIGNS MOU WITH ARAMCO Quantinuum $QNT and Aramco signed a non-binding agreement to explore quantum computing applications across the energy sector. The companies will identify industrial problems that could benefit from quantum computing, benchmark different quantum approaches, and prepare for a potential research collaboration focused on fault-tolerant systems. The work will also include technical onboarding and knowledge sharing around future energy and digital-transformation use cases.

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• @wallstengine neutral 54 eng

  Quantinuum $QNT and Quanta Computer signed a development deal to jointly build hardware infrastructure, systems engineering and manufacturing capabilities for future quantum systems.

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