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seekingalpha.com Earnings

Government contracts and the quantum computing sector

[Quantum computing concept. Digital communication network. Technological abstract.] metamorworks/iStock via Getty Images INVESTORS SHOULD KNOW: Quantum Computing Inc. (QUBT [https://seekingalpha.com/symbol/QUBT]) is emerging as a key public-market pure-play in quantum and photonics technology. With its latest earnings release, the company disclosed that roughly 70–80% of its revenue is tied to government contracting. This underlines the ways in which public …

Quantinuum Is Working With This Apple Partner to Scale Quantum Computing

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer. Continue Reading

RGTI mentioned
Sharemaestro market context Price below Trend Line 52 weeks -2.1% RGTI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Quantinuum Is Teaming Up with Apple Manufacturer Quanta Computer

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer. Continue Reading

RGTI mentioned
Sharemaestro market context Price below Trend Line 52 weeks -2.1% RGTI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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External headlines link to their original source. Market context comes from stored weekly company data, not from an opinion about the article.

Is Rigetti Computing (RGTI) Fully Valued Following Grant And Quantum Progress News?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Rigetti Computing (RGTI) is back in focus after outlining a potential US$100 million U.S. government grant, reporting fresh progress on its 108 qubit …

RGTI main company
Sharemaestro market context Price below Trend Line 52 weeks -2.1% RGTI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Dell Technologies (DELL) Exceeds Market Returns: Some Facts to Consider

Dell Technologies (DELL) closed at $494.51 in the latest trading session, marking a +2.07% move from the prior day. The stock's performance was ahead of the S&P 500's daily gain of 0.65%. Elsewhere, the Dow saw an upswing of 0.13%, while the tech-heavy Nasdaq …

DELLC main company
Sharemaestro market context Trend signal active 52 weeks +208.1% DELLC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron and Sandisk Stock Have Plummeted. Here's Why Now Is the Perfect Time to Buy

Key Points Memory chips continue to be a damper on the AI build-out. Wall Street expects huge growth for both companies over the next year. 10 stocks we like better than Micron Technology › Micron Technology(NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been up …

SNDK1 main company
Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3% SNDK1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sandisk Soars 14% on New Long-Term Profit Targets

This article first appeared on GuruFocus. Sandisk Corp. (SNDK, Financials), the data storage and flash-memory company, surged nearly 14% after unveiling a long-term financial framework that points to sharply higher margins and stronger cash generation. Warning! GuruFocus has detected 2 Warning Sign with SNDK. …

SNDK1 main company
Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3% SNDK1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Rigetti Stock's Bullish Signal Could Mean More Upside

Rigetti Computing Inc (NASDAQ:RGTI) stock is clearing a trendline with historically bullish implications. The trendline in question is the stock's 50-day moving average. Per Schaeffer's Senior Quantitative Analyst Rocky White, this "crossover" event happened nine other times in the last 10 years, after which …

RGTI main company
Sharemaestro market context Price below Trend Line 52 weeks -2.1% RGTI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

2 Quantum Stocks With 75%+ Upside in August After Q2 Earnings

The quantum computing industry made further progress toward commercialization in the second quarter of 2026, with enterprise adoption, government support and capital availability strengthening across the space. McKinsey's April 2026 Quantum Technology Monitor points to accelerating commercialization, with more than 300 organizations worldwide engaging …

QBTS main company QUBT main company
Sharemaestro market context Price below Trend Line 40 weeks -33.8% · Next-week setup negative 34.4% QBTS stored weekly price path from 7 Nov 2025 to 7 Aug 2026

How Infleqtion’s NASA-Driven Revenue Gives It an Edge in Quantum Computing

Infleqtion’s Infleqtion’s second-quarter numbers tell a familiar tech growth story: near-term losses continued to widen even as demand for its array of quantum technologies push revenue higher. Milestone-based payments from a NASA project drove most of the growth in the latest quarter—which was “100% …

QBTS main company RGTI main company
Sharemaestro market context Price below Trend Line 40 weeks -33.8% · Next-week setup negative 34.4% QBTS stored weekly price path from 7 Nov 2025 to 7 Aug 2026

Super Micro Stock Is on a Tear. Why the Market Loved Its Earnings More Than Cisco’s.

Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday. …

SMCI main company
Sharemaestro market context Price above Trend Line 52 weeks -37.6% SMCI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sandisk forecasts mid-to-high-teens revenue growth through 2030

Aug 13 (Reuters) - Sandisk on Thursday said it expects revenue to grow at a mid-to-high-teens percentage rate from fiscal years 2028 to 2030, ‌encouraged by strong demand amid rapid AI infrastructure buildout. The company said ‌the projection is in line with growth in …

SNDK1 main company
Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3% SNDK1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Super Micro Stock Extends Rally After Blockbuster Earnings

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) shares climbed about 7% Thursday, extending a sharp move that followed the company's latest quarterly update and stronger expectations for future AI server demand. Super Micro Computer has benefited from growing orders for systems …

SMCI main company
Sharemaestro market context Price above Trend Line 52 weeks -37.6% SMCI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%

Quick Read Super Micro Computer's FY2027 revenue guide of $65 to $72 billion far exceeded the $53 billion consensus, sending SMCI up 7% and pulling Dell higher alongside it. Goldman Sachs named NetApp a top U.S. hardware pick as Lenovo's AI server pipeline surged …

SMCI main company
Sharemaestro market context Price above Trend Line 52 weeks -37.6% SMCI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Dell Stock Is Climbing Today

This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 3% on Thursday after Lenovo Group (LNVGY) reported strong fiscal first-quarter results, highlighting continued demand for AI infrastructure. Lenovo generated $26.94 billion in quarterly revenue, up 43.1% from a year earlier. Its …

DELLC main company
Sharemaestro market context Trend signal active 52 weeks +208.1% DELLC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

D-Wave Quantum (QBTS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Dr. Alan BaratzChief Financial Officer - John MarkovichInvestor Relations - Kevin Hunt TAKEAWAYS Q2 Revenue -- $3.1 million, representing a flat result compared to …

QBTS main company
Sharemaestro market context Price below Trend Line 40 weeks -33.8% · Next-week setup negative 34.4% QBTS stored weekly price path from 7 Nov 2025 to 7 Aug 2026

Sandisk Stock Jumps On Bullish Outlook, Leads Memory Names Higher

Sandisk stock jumped after the memory-chip maker gave an upbeat presentation at an analyst meeting in New York City. Continue Reading

SNDK1 main company
Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3% SNDK1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Super Micro, Dell, and HP Jump After Strong Lenovo Earnings

Quick Read SMCI surged 10% and DELL neared $500 after Lenovo's AI server pipeline jumped 157% sequentially, validating broad end-market AI demand. Super Micro guided FY27 revenue to $72B, beating Wall Street's $53B estimate by nearly $20B, though negative operating cash flow remains a …

DELLC main company SMCI main company
Sharemaestro market context Trend signal active 52 weeks +208.1% DELLC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Dell Technologies (DELL). This company, which is in the Zacks …

DELLC main company
Sharemaestro market context Trend signal active 52 weeks +208.1% DELLC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sandisk Stock Soars as Memory Maker Unveils Ambitious Growth Plan

Sandisk expects adjusted gross margins to remain at around 80% through 2030 as demand for memory continues to outstrip supply. Continue Reading

SNDK1 main company
Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3% SNDK1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sandisk Unveils Multi-Year Financial Model and Growth Strategy, Memory Stocks Soar

Quick Read SanDisk's investor day targets mid-to-high teens revenue growth and ~80% gross margins through FY2030, with 100% of excess cash returned to shareholders. New Business Model agreements with eight customers lock in two-thirds of FY2028 bits, giving SanDisk demand visibility that could reduce …

SNDK1 main company
Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3% SNDK1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

SanDisk unveils long-term growth strategy at 2026 Investor Day; Shares surge 12%

Investing.com -- SanDisk (Nasdaq: SNDK) shares rose 12% following the company's "In Focus" 2026 Investor Day, where leadership outlined a highly optimized financial model, durable customer partnerships, and a leading NAND technology roadmap designed to drive sustainable long-term value in the AI era. "Our …

SNDK1 main company
Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3% SNDK1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can Micron's AI Memory Focus Help It Outpace SK Hynix and Sandisk?

Micron Technology, Inc. MU is sharpening its focus on artificial intelligence (AI) memory as demand for high-bandwidth memory (HBM), DRAM and data-center storage accelerates. The strategy is producing strong financial results, but Micron still faces tough competition from SK Hynix Inc. SKHY in HBM …

SNDK1 main company
Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3% SNDK1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Sandisk Stock Keeps Falling?

Key Points Sandisk's recent quarterly results clearly indicate that the stock's slide is a buying opportunity. The phenomenal earnings growth that Sandisk is poised to deliver this year should send the stock surging. Buying Sandisk stock at its current valuation is a no-brainer. 10 …

SNDK1 main company
Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3% SNDK1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Prediction: Rigetti Computing Stock Will Be Worth This Much in 1 Year

Key Points Rigetti Computing developed some of the world's best quantum computing systems, but they aren't accurate enough to reliably solve real-world problems just yet. The company is generating a minuscule amount of revenue relative to its market cap of nearly $6 billion, and …

RGTI main company
Sharemaestro market context Price below Trend Line 52 weeks -2.1% RGTI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Super Micro Guided Fiscal 2027 Revenue $16 Billion Above Wall Street and Missed the Quarter Anyway

Key Points Supermicro's fiscal fourth-quarter revenue of $11.1 billion nearly doubled from a year ago but came in below the $11.55 billion analysts expected. Gross margin reached 17.5%, above even the preliminary 15% to 17% range the company flagged in July. Management guided fiscal …

SMCI main company
Sharemaestro market context Price above Trend Line 52 weeks -37.6% SMCI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

MSCI Equity Indexes August 2026 Index Review

LONDON, August 12, 2026--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced the results of the August 2026 Index Review for the MSCI Equity Indexes. All changes will be implemented as of …

SNDK1 mentioned
Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3% SNDK1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Western Digital (WDC) Stock Gets Fair Value Boost As AI Storage Demand Lifts Outlook

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. The latest valuation work on Western Digital lifts fair value from US$584.79 to US$662.13, …

WDC main company
Sharemaestro market context Trend signal active 52 weeks +422.3% WDC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Super Micro Stock Jumps 13.6% on Stunning $72 Billion Outlook

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI), the AI-server powerhouse sitting right in the middle of the data-center spending boom, forecast fiscal 2027 revenue of $65 billion to $72 billion, and Wall Street took notice. Shares jumped roughly 13.6% Wednesday afternoon. …

SMCI main company
Sharemaestro market context Price above Trend Line 52 weeks -37.6% SMCI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

These Are the Stocks Wall Street Is Betting Against the Most

This article first appeared on GuruFocus. The supplied source only contains the heatmap headline and ticker list, without the underlying short-interest percentages or ranking data. I can write the story accurately from that limited information, but I would not invent figures. A group of …

QUBT mentioned
Sharemaestro market context Price below Trend Line 52 weeks -46.3% QUBT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sandisk (SNDK) Stock Looks Fairly Valued As Its 26x Run Cools

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Sandisk has had an exceptional run over the past year, yet the current valuation signals are more muted. The Discounted Cash Flow (DCF) estimate points …

SNDK1 main company
Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3% SNDK1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

IonQ, D-Wave or Rigetti: Which Quantum Stock Is the Best Buy After Q2?

The second-quarter earnings season has given investors a clearer view of the commercial progress of the three leading U.S.-listed pure-play quantum computing companies, IonQ IONQ, D-Wave Quantum QBTS and Rigetti Computing RGTI. The macro backdrop remains a consideration for investors in early-stage quantum stocks. …

QBTS main company RGTI main company
Sharemaestro market context Price below Trend Line 40 weeks -33.8% · Next-week setup negative 34.4% QBTS stored weekly price path from 7 Nov 2025 to 7 Aug 2026

Western Digital & 2 Momentum Stocks That Could Soar in 2026

Investors should focus on stocks with strong momentum to maximize returns this year. One way to uncover stocks with strong upside potential is to adopt Richard Driehaus's "buy high and sell higher" strategy. His momentum-driven philosophy was designed to identify market-beating opportunities and ultimately …

WDC main company
Sharemaestro market context Trend signal active 52 weeks +422.3% WDC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Is Super Micro Stock a No-Brainer Buy After Posting Incredible Q4 Numbers?

Key Points Super Micro's sales nearly doubled in Q4. Its gross profit and net income also showed significant improvements from a year ago. The stock continues to trade at a low earnings multiple.10 stocks we like better than Super Micro Computer › Shares of …

SMCI main company
Sharemaestro market context Price above Trend Line 52 weeks -37.6% SMCI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging

AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not …

SMCI main company
Sharemaestro market context Price above Trend Line 52 weeks -37.6% SMCI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sandisk Could Be a Generational Buy at These Levels

Key Points Sandisk expects rapid growth again during its fiscal 2027. Memory chips have become the primary bottleneck of the AI infrastructure build-out. 10 stocks we like better than Sandisk › Sandisk (NASDAQ: SNDK) has been quite the stock in 2026. It rose nearly …

SNDK1 main company
Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3% SNDK1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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