| Unsubscribe |
Editor’s Note: Jeff Brown and Marc Chaikin, two investment legends who picked Nvidia 10 years ago, are predicting that by the end of this month, Elon Musk’s new AI breakthrough will collide with a strange market pattern with a flawless 100% track record of massive market gains. Click here to see the details or read more below because the last time this happened everyday folks had a chance to turn $10,000 into as much as $350,000 in just about 12 months.
Dear Reader,
Take a look at Elon Musk’s new patent below…
Because it protects a new invention that could rewrite the future of wealth forever.
I’m talking about a radical new form of AI I call “M.A.G.I.”
One so revolutionary that Elon called it an “infinite money glitch.”
Click here to see the details because he believes this is a once-in-a-generation opportunity to create wealth on a scale most people can’t even comprehend.
What’s the upside potential here?
I know this is going to sound crazy…
But Elon is projecting growth of over 7,000,000%.
Let that sink in.
That’s enough to turn $100 into more than $7 million.
This sounds absolutely insane.
But then again… everything Elon has ever done sounded insane at first.
Self-driving cars.
Reusable rockets that land themselves.
Brain chips that let paralyzed people control computers with their minds.
Crazy ideas.
But he turned them into trillion-dollar realities.
So here’s the real question…
Will you watch Elon build another empire from the sidelines…
Or will you finally position yourself to potentially become one of the winners in his next trillion-dollar revolution?
Click here to get the details because I believe Elon will flip the switch on this new invention by the end of this month.
We have so much to look forward to,
Jeff Brown
Founder & CEO, Brownstone Research
Quantum Earnings Could Decide Whether the Sector’s Sell-Off Has Gone Too Far
Authored by Nathan Reiff. Date Posted: 7/31/2026.
Key Points
- Quantum computing stocks have sold off sharply ahead of second-quarter earnings, leaving investors focused on whether company-specific catalysts can offset sectorwide weakness.
- IonQ’s expected SkyWater acquisition close and D-Wave’s expanded AT&T agreement may strengthen their long-term stories, even if neither fully shows up in Q2 results.
- Rigetti’s revenue growth and Novera QPU sales remain important, but rising losses and investment needs could keep pressure on the stock.
- Special Report: The company SpaceX cannot operate without
The first week of August 2026 will provide another major test for the quantum computing industry, as several leading companies are scheduled to release their second-quarter 2026 earnings. Heading into earnings season, it's understandable that investors would be skeptical. Shares of pure-play quantum computing firms have been under pressure throughout much of the year, with shares of leaders such as IonQ Inc. (NYSE: IONQ) and D-Wave Quantum Inc. (NYSE: QBTS) falling approximately 25% and 35% year to date (YTD), respectively.
In recent weeks, the appeal of speculative, pre-profit quantum companies has appeared to cool considerably. That comes even as some firms in the space posted better-than-expected results for the first quarter. Heading into earnings, investors may be asking whether any of these companies has experienced a significant enough catalyst to reverse the industry-wide downward trend. IonQ and D-Wave both have promising developments that could help, although neither is likely to be reflected directly in second-quarter earnings.
IonQ's SkyWater Acquisition May Provide a Boost
Ray Dalio: Buy Gold. Get Paid. (Ad)
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and crypto as U.S. debt continues to climb and fiat currencies lose purchasing power.
A little-known $15 fund is already converting gold's momentum into monthly income - as much as $1,152 per month. No gold bars, no mining stocks, just consistent payouts.
See how to follow Dalio's gold strategy and collect monthly incomeIonQ announced in January 2026 that it intended to acquire SkyWater Technology (NASDAQ: SKYT), a major domestic semiconductor foundry. The acquisition recently received final regulatory approval and closed on July 31. The deal should significantly accelerate IonQ's capacity to build quantum chips while strengthening its domestic supply chain. This may prove transformational, allowing the company to complete the full scope of its production with less reliance on imported goods and any applicable tariffs.
How the acquisition will be reflected in the company's upcoming earnings, however, is unclear. The deal's most significant financial impacts are likely to appear in future quarters, but IonQ management may use the earnings call to provide key updates on its plans to integrate SkyWater's operations. Those updates could give investors greater insight into what to expect in the coming months.
Otherwise, investors will likely be watching to see whether IonQ can continue its positive revenue trend, which stood at 755% year-over-year (YOY) growth in the first quarter. The company established itself as one of the fastest-growing pure-play quantum firms by sales, so it will be imperative that it maintain—or, ideally, improve—that revenue trajectory in the second quarter.
D-Wave's Major Agreement With AT&T Shows a New Path
While IonQ's first-quarter results were strong in multiple respects, D-Wave's results stood out for less positive reasons. The company reported a sharp year-over-year decline in revenue due to lumpiness in large system sales and came in well below analyst expectations for the quarter. Still, with bookings up significantly and a healthy pipeline, D-Wave may be poised for a turnaround in the second quarter.
D-Wave has distinguished itself through its two-pronged approach to quantum technology. Although this strategy has shown promise, it has yet to translate into notably stronger revenue performance than that of other quantum companies. The recent announcement of the company's agreement with AT&T (NYSE: T), however, may signal a change. AT&T plans to use D-Wave's annealing technology to help power its agentic AI tools. The company has said that early applications reduced certain processing times from one hour to less than 15 seconds, highlighting the technology's potentially transformative impact.
The key development, however, may be that AT&T is also evaluating D-Wave's gate-model technology for a separate set of potential applications related to quantum security and communications. This suggests a path forward for D-Wave in which it can provide two distinct sets of quantum tools for different applications that may appeal to the same customers. That could help the company stand out in the quantum space and drive customer retention.
Rigetti's Mounting Costs Remain a Concern
Rigetti Computing (NASDAQ: RGTI) has been hit hardest among these three companies, with shares falling nearly 40% YTD. One of the company's biggest challenges is rising costs. In the first quarter of 2026, operating expenses surged to more than $27 million, resulting in a non-GAAP net loss of nearly $15 million. With costly fab upgrades and other capital expenditures (CapEx) expected throughout the year, expenses could remain a challenge in future earnings reports.
Still, Rigetti's revenue growth has been solid, and the company has already indicated that it will recognize a portion of its Novera QPU revenue in its second-quarter earnings. The question will be whether that revenue growth is sufficient to overcome investor concerns about costs for the remainder of the year.
Boeing's Comeback Is Building Momentum—Is It Real?
Authored by Sam Quirke. Date Posted: 8/6/2026.
Key Points
- U.S. aviation authorities certified Boeing's 737 MAX 7 this week, ending a years-long review and paving the way for the MAX 10's approval.
- Boeing shares have risen nearly 20% in two weeks, and analysts at BNP Paribas and Sanford Bernstein have expressed positive views following the certification news.
- Despite improving deliveries and cash flow, Boeing still posted a quarterly loss, faces thin profitability, and continues losing order share to rival Airbus.
- Special Report: The company SpaceX cannot operate without
Few companies have endured a more punishing few years than Boeing Co. (NYSE: BA). A series of crises, from grounded aircraft to safety scandals, left one of America's great industrial champions on its knees and its investors nursing years of frustration. But in recent months, something has been shifting, and this week delivered the clearest sign yet that the long road back might finally be leading somewhere.
That sign came on Monday, when U.S. aviation authorities finally certified a key member of Boeing's flagship 737 family, ending a review that had stretched back nearly a decade and removing one of the biggest overhangs that has dogged the company for years. With that hurdle cleared, Boeing can now get on with turning its enormous order backlog into actual revenue.
Ray Dalio: Buy Gold. Get Paid. (Ad)
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and crypto as U.S. debt continues to climb and fiat currencies lose purchasing power.
A little-known $15 fund is already converting gold's momentum into monthly income - as much as $1,152 per month. No gold bars, no mining stocks, just consistent payouts.
See how to follow Dalio's gold strategy and collect monthly incomeThe market had already been warming to the turnaround potential, and Monday's news added fuel. The shares are now up close to 20% over the past fortnight and are near the top of their six-year range. The question investors are asking is whether this is the moment the turnaround becomes undeniable or merely another false dawn for a company that has produced a few of them.
Why This Week's News Matters So Much
To appreciate the significance, it helps to understand what's been holding Boeing back. For years, the company has sat on an extraordinary backlog of orders—thousands of aircraft that customers want but that Boeing has struggled to build, certify and deliver at pace. Regulatory delays have been a major part of that bottleneck.
The certification secured this week directly addresses one of those chokepoints. It clears the 737 MAX 7, a variant that had been stuck in limbo for years, and paves the way for approval of the MAX 10, the final family member still awaiting sign-off. Each step allows Boeing to convert more of that backlog into deliveries, and deliveries ultimately generate the cash the company so badly needs.
Crucially, it also lifts a psychological weight. Every regulatory delay has reminded the market of Boeing's troubled recent history, so clearing this one signals that the company's fraught relationship with regulators may finally be stabilizing. That matters as much for investor confidence as it does for the numbers.
The Evidence the Recovery Is Taking Hold
It's worth noting that this week's milestone didn't arrive out of nowhere. Rather, it caps a period in which Boeing's operations have been steadily improving, giving the bulls real substance to point to beyond mere hope.
Aircraft deliveries have been climbing at a healthy clip, and the company is maintaining its positive free cash flow outlook—a meaningful marker for a business that has been burning through money for years. Management has also been expanding production capacity to increase the rate at which it can churn out its best-selling jets. Behind it all sits that colossal backlog, worth hundreds of billions of dollars and representing many years of future work.
The improving mood has been reflected on Wall Street, with BNP Paribas upgrading its rating on Boeing stock to Outperform after Monday's news. Sanford Bernstein also reiterated its positive stance in the aftermath. With a MarketBeat consensus rating of Moderate Buy, this could be an interesting time to get involved.
Reasons to Temper the Enthusiasm
For all the encouraging signs, however, this is a turnaround that still has plenty to prove, and the more cautious voices make some fair points. The most obvious is that much of the optimism may already be reflected in the price after such a strong run, leaving the stock looking far from cheap on some measures.
Operational concerns linger, too. Boeing's profitability remains thin and volatile, and it fell short of earnings expectations while posting a loss in last month's earnings report. The company's leadership recently said that it will still take a couple more years to fully put its house in order—hardly the language of a business with its troubles behind it.
Then there's the competitive picture. Boeing's great rival Airbus (OTCMKTS: EADSY) has continued to pull ahead on orders, extending a lead that could take years to close.
A Question of Conviction
That makes it a question of conviction. Those who believe the company has truly turned a corner will see this week's milestone as confirmation that the recovery is real, and the current price as a chance to buy in before it fully plays out.
The more skeptical will want a few more quarters of proof before trusting a company that has let them down so often. What's no longer in doubt, however, is that Boeing, after years of setbacks, is starting to move in the right direction again.
This email communication is a paid advertisement from Brownstone Research, a third-party advertiser of InsiderTrades.com and MarketBeat.
If you have questions or concerns about your newsletter, feel free to contact our U.S. based support team at contact@marketbeat.com.
If you no longer wish to receive email from InsiderTrades.com, you can unsubscribe.
Copyright 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 N Reid Pl. #620, Sioux Falls, S.D. 57103-7078. U.S.A..
No comments:
Post a Comment