Wall Street Risk Appetite Grows: Can ETFs Stay Steady?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 09 2025
0mins
Source: NASDAQ.COM
Stock Market Performance: The stock market is experiencing record highs in 2025, driven by mega-cap stocks and speculative trading, with notable gains from companies like Palantir and Super Micro Computer, despite concerns over the speculative nature of investments.
Tariffs and Economic Impact: President Trump's new tariffs, ranging from 25% to as high as 70%, are being imposed on various countries, which may affect markets later this summer, while investors are advised to consider quality ETFs amidst ongoing economic uncertainties.
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Analyst Views on QUBT
Wall Street analysts forecast QUBT stock price to rise
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 10.760
Low
12.00
Averages
18.00
High
25.00
Current: 10.760
Low
12.00
Averages
18.00
High
25.00
About QUBT
Quantum Computing Inc. is an integrated quantum optics and nanophotonic technology company. The Company is utilizing integrated photonics and non-linear quantum optics to develop and deliver machines for quantum computing, reservoir computing, and remote sensing, imaging and cybersecurity applications. Its products are designed to operate at room temperature and low power. Its Entropy Quantum Computer is a full-stack system, incorporating the Company’s custom user interface software Qatalyst, which allows users to avoid the complexity of software development kits at the circuit level and has evolved from the Company’s primary Software as a Service offering to the software that powers its offerings. Its Reservoir Computer is a device that uses an integrated circuit that can be reprogrammed after manufacturing and optimized for recurrent neural network applications. Its Quantum Photonic Vibrometer is a proprietary, instrument for remote vibration detection, sensing, and inspection.
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.
- Quantum Computing Goals: The U.S. government has set a target to develop a quantum computer tailored for scientific research within two years and to roll out quantum sensors and networks within five years, aiming to enhance national research capabilities and technological competitiveness.
- Cybersecurity Upgrade: The second directive mandates federal departments to complete a full migration to quantum-resistant encryption protocols for high-value targets by 2031, addressing future national security threats and ensuring the security of critical data.
- Funding Support: This strategy is backed by a $2 billion government allocation aimed at strengthening local supply chains through collaboration with major tech companies and research labs, facilitating the commercialization of quantum technology.
- Positive Market Reaction: Following Trump's signing of the directives, shares of IONQ, QUBT, and IBM rose between 4% and 6% in after-hours trading, reflecting market optimism about the future developments in the quantum computing sector.
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- Order and Agreement: Quantum Computing Inc. (QCi) has entered into a framework agreement with Planck Dynamics, a portfolio company of NUNC Capital, for an initial order of five NeuraWave systems, with delivery expected in 2026 and a potential total program value exceeding $10 million, indicating strong market interest in photonic computing technologies.
- Technological Application Prospects: The NeuraWave systems will serve as a foundational platform for next-generation AI applications, supporting edge computing to meet demands for low latency and power efficiency, thereby enhancing the customer's competitive edge in complex data processing and real-time decision-making in defense contexts.
- Strategic Collaboration Significance: This partnership extends beyond hardware sales, as Planck Dynamics' selection of NeuraWave as a core technology platform validates QCi's technology performance and establishes a pathway for scaled deployment, reflecting a strategic alignment in addressing emerging AI infrastructure requirements.
- Market Expansion Potential: QCi's NeuraWave system aims to accelerate the adoption of photonic computing technologies in the AI market, particularly for distributed AI deployments, enabling efficient processing of time-series machine learning workloads and advancing the company's commercialization efforts in high-growth markets.
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- Initial Order Confirmation: QCi has signed a framework agreement with Planck Dynamics for an initial order of five NeuraWave systems, with delivery expected in 2026, representing a potential value exceeding $10 million for up to 100 systems, indicating strong market demand for photonic computing technologies.
- Technology Platform Selection: Planck Dynamics has chosen NeuraWave as the foundational technology platform for next-generation AI applications, emphasizing the importance of real-time intelligence in low-latency, high-efficiency environments, which is expected to drive widespread adoption of AI at the edge.
- Strategic Collaboration Outlook: This partnership extends beyond hardware sales, establishing a foundation for future scaled deployment, with QCi's technology poised to help Planck Dynamics meet the high demands of NATO and allied forces, enhancing its competitiveness in the defense market.
- Market Validation and Expansion: The validation of QCi's NeuraWave system in the photonic computing sector is expected to accelerate its adoption in the AI market, driving the company's commercialization efforts in high-growth areas and further solidifying its market position.
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- Memory Stocks Surge: Following the US-Iran peace agreement, Micron's stock rose approximately 8%, while Western Digital and Seagate surged 13% and 9% respectively, indicating strong market confidence in memory-related stocks that are expected to benefit from ongoing AI infrastructure demand.
- South Korean Giants Perform Well: Samsung Electronics and SK Hynix saw their stock prices increase by 4.5% and 6.4%, respectively, reflecting investor optimism regarding reduced geopolitical risks, which may further drive recovery and growth in the sector.
- Quantum Computing Stocks Heat Up: Arqit Quantum's stock soared 29%, with D-Wave and Quantum Computing rising 13% and 12%, respectively, showcasing strong market interest in the quantum computing space, potentially attracting more investors to this emerging technology.
- Risk Assets Rotation: As geopolitical risks ease, investors quickly rotate funds back into high-growth tech stocks, with AMD and Qualcomm gaining approximately 8% and 6%, indicating a restoration of market confidence in long-duration growth narratives.
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- Quantum Computing IPO: Quantinuum debuted on Nasdaq with an initial price of $60, opening at $68 and peaking at a 13% gain before closing flat at $60.38, indicating market volatility and investor caution in the quantum sector.
- Divergent Industry Performance: While Quantinuum's performance was lackluster, other quantum firms like IonQ and D-Wave Quantum saw significant gains of 76.8% and 46.2% respectively over the past three months, highlighting the mixed opportunities and risks in the industry.
- SpaceX IPO Buzz: SpaceX is set to become the largest IPO in history, with JPMorgan Chase CEO Jamie Dimon discussing it with high-net-worth clients, which has sparked interest in space-related stocks, with companies like Redwire and Rocket Lab experiencing substantial price increases.
- Lululemon's Earnings Decline: Following its earnings report, Lululemon's shares dropped sharply as it lowered its annual outlook, reflecting a 63% decline over the past year, despite efforts to revitalize the brand with new CEO Heidi O'Neill starting in September.
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- Investor Conference Participation: Quantum Computing Inc. (QCi) has announced its participation in several investor conferences, aiming to enhance its visibility in the capital markets and attract potential investors, thereby boosting market confidence.
- Showcasing Technological Advantages: QCi focuses on delivering accessible, scalable, and cost-effective quantum machines and photonic solutions, leveraging advanced materials and device engineering to accelerate the commercialization of quantum technologies and meet the demands of high-growth markets.
- Wide Market Applications: The company's technologies enable practical deployment across various sectors, including high-performance computing, artificial intelligence, cybersecurity, aerospace and defense, and advanced sensing and imaging, highlighting its significance in future technologies.
- Geographical Network Strength: Headquartered in Hoboken, New Jersey, QCi operates in Arizona, California, Illinois, Massachusetts, and Virginia, creating a robust operational network across multiple states that enhances its competitive position in the market.
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