Quantum Computing Stocks: Ranking Quantum Players Based on Patent Holdings (Including Nvidia's Patents)
U.S. Quantum Computing Patent Leadership: In 2024, the U.S. led globally in quantum computing patents, with IBM and Alphabet significantly ahead of competitors, while Rigetti topped among pure-play quantum companies.
Market Growth Potential: The global quantum computing market is projected to grow from approximately $1.4 billion in 2024 to between $90 billion and $170 billion by 2040, indicating a compound annual growth rate of 30% to 35%.
Investment Insights: Monitoring patent activity is crucial for investors in emerging technologies, as patents provide a temporary monopoly on inventions, and companies like Nvidia are increasing their involvement in quantum computing.
Patent Quality Metrics: The value of patents can vary, with citation frequency being a key metric; Northrop Grumman ranks high in U.S. quantum patents, while Nvidia has recently introduced products to enhance quantum-classical computing integration.
Trade with 70% Backtested Accuracy
Analyst Views on BAC
About BAC
About the author

- Market Closure: The New York Stock Exchange and Nasdaq are closed today in observance of Presidents' Day, with U.S. bond markets also fully shut down, indicating the holiday's direct impact on financial operations, with trading resuming on February 17.
- Banking Services: Most commercial banks, including JPMorgan Chase, Bank of America, and Capital One, are closed today following the Federal Reserve's holiday schedule, although online banking and ATM services remain operational, with transactions likely delayed until the next business day.
- Postal Service Suspension: The U.S. Postal Service has suspended regular mail delivery and closed all retail post office locations today, while private carriers continue to operate, highlighting the operational differences in public services during holidays.
- Retail Promotions: Many department stores are leveraging Presidents' Day for significant sales, particularly in furniture and appliances, aiming to attract consumers and boost sales, reflecting retailers' strategic approaches during holiday periods.
- Rising Delinquency Rates: The New York Fed's report indicates that early delinquency in mortgage and student loans increased in Q4 2023, reflecting ongoing effects from the resumption of payment reporting post-pandemic, although overall household financial health is still considered good.
- Total Delinquent Debt Rebounds: As of Q4 2023, the total amount of delinquent debt reached 4.8%, the highest since 2017, yet this level remains significantly lower than the nearly 10% seen in 2009 and 2010, illustrating a normalization of household finances.
- Sustained Consumer Spending: Despite deteriorating household financial metrics, personal consumption expenditures continue to hit record levels, indicating that American consumers maintain strong spending capabilities, which reflects relative financial health.
- Stable Debt Service Payment Ratio: Although the ratio of household debt service payments to disposable income has been deteriorating over the years, it remains strong in absolute terms, demonstrating households' continued ability to manage debt relative to their income.
- Optimistic Economic Outlook: Goldman Sachs CEO David Solomon expressed in a CNBC interview that the economic backdrop for 2026 is “quite good,” highlighting fiscal support and AI-driven capital investments as key drivers for growth, indicating a resurgence in business activity and investment willingness.
- IPO Market Revival: Solomon noted that IPO discussions are heating up, with U.S. IPO proceeds potentially reaching $160 billion in 2026, a significant increase from $44 billion in 2025, reflecting strong demand and confidence in large transactions.
- Strong Performance from Big Banks: Goldman Sachs' latest earnings report revealed an EPS of $14.01, surpassing expectations despite the impact of exiting the Apple Card business, demonstrating the banks' ability to manage credit risk and maintain margins effectively.
- Increased M&A Activity: Goldman Sachs led the global M&A market with advisory transactions totaling $1.48 trillion in 2025, earning $4.6 billion in fees, indicating a renewed interest in strategic deals among corporations, with expectations for more large transactions in the near future.
- Tech Stock Pullback: The three major U.S. stock averages declined this week due to fears surrounding rapid AI developments, with software giants like Netflix and Fox dropping 6.5% and 11.6% respectively, indicating market concerns over the profitability of streaming platforms.
- Oversold Status: According to CNBC Pro, Fox Class A shares have a 14-day RSI of nearly 18.6, while Netflix's RSI is about 24, suggesting these stocks are technically oversold and may rebound in the near term.
- DoorDash Performance: DoorDash shares, with an RSI of 16.45, fell over 12% this week; however, Bank of America reiterated its buy rating, suggesting that a strong first-quarter outlook could serve as a clearing event, reflecting confidence in its future performance.
- Overbought Real Estate Stocks: Equinix and Texas Pacific Land are considered overbought with RSI levels around 85 and 82, respectively, with Equinix rising 12.7% this week after providing strong first-quarter guidance and increasing its dividend for the 11th consecutive year, highlighting robust demand for data centers.
- Strategic Support: Kraft Heinz's new CEO Steve Cahillane announced a pause on the planned separation after five weeks in office, indicating that the challenges are manageable and opportunities exceed expectations; this decision received backing from Buffett and Berkshire Hathaway, aiming to enhance the company's competitiveness and customer service capabilities.
- Shareholder Interest Preservation: Berkshire holds a 27.5% stake in Kraft Heinz, currently valued at approximately $8.1 billion, and the pause on the separation helps protect shareholder interests by avoiding potential share sales, reflecting Buffett's confidence in the company's future.
- Market Reaction: Although Kraft Heinz's stock initially fell upon the announcement of the separation pause, it quickly rebounded to close the week with a 0.7% gain, indicating market recognition and confidence in the new strategy.
- Future Outlook: Berkshire is expected to release its latest portfolio snapshot next week, with investors keenly watching whether it continues to reduce its positions in Apple and Bank of America, as well as developments regarding new portfolio manager Todd Combs, which will influence market expectations for Berkshire's future performance.
- New CEO's Strategic Shift: Kraft Heinz's new CEO Steve Cahillane announced a pause on the planned separation after five weeks in office, believing that the challenges faced are manageable and opportunities exceed expectations, which may enhance the company's competitiveness and market performance.
- Berkshire's Support: Berkshire Hathaway's CEO Greg Abel publicly endorsed Cahillane's decision, emphasizing that this strategic adjustment will allow management to focus on strengthening Kraft Heinz's market competitiveness, reflecting Berkshire's confidence in its investment.
- Positive Shareholder Reaction: Although Kraft Heinz's stock initially fell upon the announcement of the separation pause, it quickly rebounded to close the week with a 0.7% gain, indicating market recognition and anticipation of the new strategy.
- Potential Equity Changes: Berkshire had previously considered selling its stake in Kraft Heinz, and the pause on the separation may help stabilize the stock price and avoid large-scale sell-offs, further solidifying Berkshire's investment position in the company.









