Trump's Push for Quantum Computing Industry Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Source: stocktwits
- Positive Market Reaction: The Trump administration's announcement of $100 million grants for Rigetti Computing, D-Wave Quantum, and Infleqtion led to over 30% stock price increases for each company in a single day, adding nearly $4.9 billion in combined market value, reflecting strong market optimism for the quantum computing sector.
- Investor Sentiment Shift: Retail investors on Stocktwits turned “extremely bullish” on RGTI, QBTS, and INFQ, although some traders expressed skepticism about the sustainability of these gains, citing weak fundamentals and high short interest, particularly in Rigetti and D-Wave.
- Quantum Market Dynamics: Rigetti focuses on general-purpose quantum computing, D-Wave specializes in quantum annealing systems, and Infleqtion is advancing in quantum sensing and cold-atom technologies, showcasing the diversity and potential within the quantum market.
- Short-Term Risks and Long-Term Opportunities: Despite the current enthusiasm for quantum computing, traders are concerned about the risks and uncertainties associated with the companies' early-stage development, as evidenced by 15.2% of Rigetti and 14.1% of D-Wave shares being sold short, indicating skepticism about their future profitability.
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Analyst Views on RGTI
Wall Street analysts forecast RGTI stock price to rise
10 Analyst Rating
7 Buy
3 Hold
0 Sell
Moderate Buy
Current: 26.420
Low
30.00
Averages
39.75
High
51.00
Current: 26.420
Low
30.00
Averages
39.75
High
51.00
About RGTI
Rigetti Computing, Inc. is a full-stack quantum computing company. The Company operates quantum computers over the cloud and serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The Company’s quantum-classical infrastructure provides high-performance integration with public and private clouds for practical quantum computing. It has developed a multi-chip quantum processor for scalable quantum computing systems. Through the Company’s Quantum Computing as a Service (QCaaS) platform, its machines can be integrated into any public, private or hybrid cloud. It is also engaged in the sale of quantum processing units (QPUs) and custom computing components, and development contracts and other services. Its QPUs contain fabricated silicon-based chips featuring superconducting qubits. The Company designs and manufactures its chips in-house at Fab-1, an integrated quantum device manufacturing facility.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
BB, SIDU, and RGTI Stocks Surge Significantly
- BB Stock Performance: BlackBerry (BB) shares surged nearly 19% on Friday and continued to climb over the weekend as the leadership announced a new growth phase, resulting in the best weekly performance in nearly 1.5 years, reflecting strong market confidence in its transformation into a profitable software business.
- SIDU Earnings Momentum: Sidus Space (SIDU) reported a 51% year-over-year revenue increase to $359,372 in its Q1 2026 results, with net loss narrowing to $5.21 million, and after completing a $58.5 million registered direct offering, its liquidity position significantly improved, with analysts projecting a potential 95% upside in stock price.
- RGTI Government Funding: Rigetti Computing (RGTI) shares rose after the Trump administration announced $100 million in grants for the quantum computing sector, with funding expected over the next three years to help the company tackle key technical challenges and advance next-generation quantum computing architectures.
- Market Sentiment Extremely Bullish: All three companies saw retail sentiment on Stocktwits enter 'extremely bullish' territory, with BB experiencing a surge in message volume, indicating strong investor confidence in its growth potential, while RGTI and SIDU exhibited similar market enthusiasm.
See More
D-Wave Quantum Shares Surge After Record Bookings Growth
- Significant Order Growth: D-Wave's first-quarter bookings surged 1,994% year-over-year to $33.4 million, including a $20 million system sale to Florida Atlantic University, indicating strong demand in the quantum computing market and enhancing future revenue visibility.
- Substantial Performance Obligations Increase: Remaining performance obligations jumped 563% year-over-year to $42.4 million, reflecting increased confidence in future revenue recognition, with a substantial portion expected in the second half of 2026, further solidifying market position.
- Strategic Acquisition Impact: Following the acquisition of Quantum Circuits, D-Wave has positioned itself as the only quantum computing firm with both annealing and gate-model systems, targeting approximately 175 physical qubits by 2028, enhancing its technological competitiveness and market appeal.
- Expansion of Commercial Applications: D-Wave's annealing systems are increasingly applied in AI and blockchain, with a collaboration with Shionogi resulting in a tenfold increase in drug-like molecules, showcasing the technology's potential in real-world applications and boosting investor confidence.
See More
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- New Quantum Unit: GlobalFoundries has announced the establishment of its Quantum Technology Solutions business unit, focusing on manufacturing technologies for the quantum computing industry, marking a strategic move into cutting-edge technology.
- Government Investment Support: The company secured a $375 million investment commitment from the U.S. Department of Commerce, which will be used to enhance its manufacturing capabilities for quantum technology, thereby strengthening its competitive position in the rapidly evolving quantum market.
- Significant Stock Surge: Following the announcement of new quantum initiatives and government support, GlobalFoundries' stock surged 20.6% this week, reflecting strong market confidence in its future growth potential.
- Industry Recognition: TD Cowen named GlobalFoundries one of the three biggest winners of the U.S. government's quantum investment push, further solidifying its leading position in the quantum computing space and attracting investor interest.
See More
GlobalFoundries Stock Soars on Quantum Technology News
- Significant Stock Surge: GlobalFoundries' stock price surged by 20.6% this week, contrasting with the S&P 500's 0.9% increase, indicating strong performance in the quantum computing sector that is likely to enhance its market position.
- New Quantum Business Unit: On May 21, the company announced the launch of its Quantum Technology Solutions business unit, focusing on manufacturing technologies for the quantum computing industry, marking a strategic move into cutting-edge technology.
- Government Investment Support: GlobalFoundries secured a $375 million letter of intent from the U.S. Department of Commerce, which will be used to bolster its manufacturing capabilities for quantum technology, further solidifying its competitive edge in the quantum computing market.
- Increased Industry Recognition: TD Cowen named GlobalFoundries one of the three biggest winners of the U.S. government's latest quantum investment push, highlighting its potential in the quantum space and likely attracting more investor interest.
See More
U.S. Government Increases Investment in Quantum Computing
- Market Growth Potential: Grand View Research forecasts that the global quantum computing market will expand at a 20.5% CAGR from 2025 to 2030, indicating significant commercial application prospects, particularly in AI processing, supply chain optimization, and cybersecurity.
- Government Investment Incentives: The U.S. Department of Commerce has signed nine letters of intent to provide $2.01 billion in federal incentives under the CHIPS and Science Act, including substantial investments in IBM and GlobalFoundries, which are expected to drive growth in their quantum computing businesses.
- IBM Business Diversification: IBM is set to receive $1 billion for building new quantum computing foundries, further enhancing its hybrid cloud and AI business expansion, thereby offsetting the slower growth of its traditional software and hardware sectors.
- Support for Emerging Competitors: The Department of Commerce will allocate up to $100 million for companies like Atom Computing, D-Wave, Infleqtion, PsiQuantum, Quantinuum, and Rigetti, aiming to foster diverse investments that could propel the quantum computing market's growth beyond its current niche.
See More
U.S. Plans $2 Billion Investment in Quantum Computing
- Government Investment Incentives: The U.S. Department of Commerce has signed nine letters of intent to provide $2.01 billion in federal incentives under the CHIPS and Science Act to nine quantum computing companies, a move that could attract more retail and institutional investors into this niche market.
- IBM and GlobalFoundries Benefit: The Department has earmarked $1 billion for IBM and $375 million for GlobalFoundries to establish new domestic quantum computing foundries, which could breathe new life into both companies, especially as IBM expands its hybrid cloud and AI businesses.
- Diversified Investment Strategy: The Department will also allocate up to $100 million per company for firms like Atom Computing and D-Wave, aiming to drive market expansion through diversified investments, even as the quantum computing market remains speculative.
- Optimistic Market Outlook: According to Grand View Research, the global quantum computing market is expected to grow at a 20.5% CAGR from 2025 to 2030, and the new investments could accelerate this growth, pushing quantum computing technology into broader applications.
See More
BB, SIDU, and RGTI Stocks Surge Significantly
- BB Stock Performance: BlackBerry (BB) shares surged nearly 19% on Friday and continued to climb over the weekend as the leadership announced a new growth phase, resulting in the best weekly performance in nearly 1.5 years, reflecting strong market confidence in its transformation into a profitable software business.
- SIDU Earnings Momentum: Sidus Space (SIDU) reported a 51% year-over-year revenue increase to $359,372 in its Q1 2026 results, with net loss narrowing to $5.21 million, and after completing a $58.5 million registered direct offering, its liquidity position significantly improved, with analysts projecting a potential 95% upside in stock price.
- RGTI Government Funding: Rigetti Computing (RGTI) shares rose after the Trump administration announced $100 million in grants for the quantum computing sector, with funding expected over the next three years to help the company tackle key technical challenges and advance next-generation quantum computing architectures.
- Market Sentiment Extremely Bullish: All three companies saw retail sentiment on Stocktwits enter 'extremely bullish' territory, with BB experiencing a surge in message volume, indicating strong investor confidence in its growth potential, while RGTI and SIDU exhibited similar market enthusiasm.
See More
D-Wave Quantum Shares Surge After Record Bookings Growth
- Significant Order Growth: D-Wave's first-quarter bookings surged 1,994% year-over-year to $33.4 million, including a $20 million system sale to Florida Atlantic University, indicating strong demand in the quantum computing market and enhancing future revenue visibility.
- Substantial Performance Obligations Increase: Remaining performance obligations jumped 563% year-over-year to $42.4 million, reflecting increased confidence in future revenue recognition, with a substantial portion expected in the second half of 2026, further solidifying market position.
- Strategic Acquisition Impact: Following the acquisition of Quantum Circuits, D-Wave has positioned itself as the only quantum computing firm with both annealing and gate-model systems, targeting approximately 175 physical qubits by 2028, enhancing its technological competitiveness and market appeal.
- Expansion of Commercial Applications: D-Wave's annealing systems are increasingly applied in AI and blockchain, with a collaboration with Shionogi resulting in a tenfold increase in drug-like molecules, showcasing the technology's potential in real-world applications and boosting investor confidence.
See More
GlobalFoundries Launches Quantum Computing Business Unit with $375 Million Investment
- New Quantum Unit: GlobalFoundries has announced the establishment of its Quantum Technology Solutions business unit, focusing on manufacturing technologies for the quantum computing industry, marking a strategic move into cutting-edge technology.
- Government Investment Support: The company secured a $375 million investment commitment from the U.S. Department of Commerce, which will be used to enhance its manufacturing capabilities for quantum technology, thereby strengthening its competitive position in the rapidly evolving quantum market.
- Significant Stock Surge: Following the announcement of new quantum initiatives and government support, GlobalFoundries' stock surged 20.6% this week, reflecting strong market confidence in its future growth potential.
- Industry Recognition: TD Cowen named GlobalFoundries one of the three biggest winners of the U.S. government's quantum investment push, further solidifying its leading position in the quantum computing space and attracting investor interest.
See More
GlobalFoundries Stock Soars on Quantum Technology News
- Significant Stock Surge: GlobalFoundries' stock price surged by 20.6% this week, contrasting with the S&P 500's 0.9% increase, indicating strong performance in the quantum computing sector that is likely to enhance its market position.
- New Quantum Business Unit: On May 21, the company announced the launch of its Quantum Technology Solutions business unit, focusing on manufacturing technologies for the quantum computing industry, marking a strategic move into cutting-edge technology.
- Government Investment Support: GlobalFoundries secured a $375 million letter of intent from the U.S. Department of Commerce, which will be used to bolster its manufacturing capabilities for quantum technology, further solidifying its competitive edge in the quantum computing market.
- Increased Industry Recognition: TD Cowen named GlobalFoundries one of the three biggest winners of the U.S. government's latest quantum investment push, highlighting its potential in the quantum space and likely attracting more investor interest.
See More
U.S. Government Increases Investment in Quantum Computing
- Market Growth Potential: Grand View Research forecasts that the global quantum computing market will expand at a 20.5% CAGR from 2025 to 2030, indicating significant commercial application prospects, particularly in AI processing, supply chain optimization, and cybersecurity.
- Government Investment Incentives: The U.S. Department of Commerce has signed nine letters of intent to provide $2.01 billion in federal incentives under the CHIPS and Science Act, including substantial investments in IBM and GlobalFoundries, which are expected to drive growth in their quantum computing businesses.
- IBM Business Diversification: IBM is set to receive $1 billion for building new quantum computing foundries, further enhancing its hybrid cloud and AI business expansion, thereby offsetting the slower growth of its traditional software and hardware sectors.
- Support for Emerging Competitors: The Department of Commerce will allocate up to $100 million for companies like Atom Computing, D-Wave, Infleqtion, PsiQuantum, Quantinuum, and Rigetti, aiming to foster diverse investments that could propel the quantum computing market's growth beyond its current niche.
See More
U.S. Plans $2 Billion Investment in Quantum Computing
- Government Investment Incentives: The U.S. Department of Commerce has signed nine letters of intent to provide $2.01 billion in federal incentives under the CHIPS and Science Act to nine quantum computing companies, a move that could attract more retail and institutional investors into this niche market.
- IBM and GlobalFoundries Benefit: The Department has earmarked $1 billion for IBM and $375 million for GlobalFoundries to establish new domestic quantum computing foundries, which could breathe new life into both companies, especially as IBM expands its hybrid cloud and AI businesses.
- Diversified Investment Strategy: The Department will also allocate up to $100 million per company for firms like Atom Computing and D-Wave, aiming to drive market expansion through diversified investments, even as the quantum computing market remains speculative.
- Optimistic Market Outlook: According to Grand View Research, the global quantum computing market is expected to grow at a 20.5% CAGR from 2025 to 2030, and the new investments could accelerate this growth, pushing quantum computing technology into broader applications.
See More
