2026年值得关注的顶级增长主题 • 加密货币 | $HOOD $COIN $BMNR • 量子 | $IONQ $RGTI $QBTS • 机器人 | $TSLA $SYM $ISRG $RR • 核能 | $OKLO $LEU $GEV $UUUU • AI 公用设施 | $CRWV $NBIS $IREN $CIFR • AI 芯片 | $NVDA $TSM $ASML $AMD • 电网与电力 | $CEG $NEE $VST $EOSE • 无人机 | $ONDS $UMAC $DPRO $AVAV • AI 数据平台 | $PLTR $SNOW $MDB • AI 安全 | $CRWD $ZS $PANW $RBRK • 太空经济 | $RKLB $ASTS $PL $RDW • AI 网络 | $AVGO $ALAB $MRVL $CRDO • AI 云 | $MSFT $AMZN $GOOGL $DOCN $ORCL cc @BTCBruce1

A green day for quantum stocks. $IONQ, $RGTI, $QUBT, $QBTS

韩国人太能赌了！

南韩散户疯狂追捧美国股市的两三倍杠杆的 ETF, 赌性之大超乎想象。

Quantum stocks are deeply red today. $IONQ, $QBTS, $QUBT, $RGTI

A deeply red day for quantum stocks : $IONQ, $RGTI, $QBTS, $QUBT

Good morning to everyone:

Good night to everyone:

BREAKING: IonQ $IONQ earnings: EPS $-3.58 vs -$0.44 expected Revenue: $39.87M vs $26.99M See LIVE earnings on Unusual Whales

Here are all the companies reporting earnings in afterhours today, with their implied moves: Robinhood $HOOD 7.17% AppLovin $APP %9.57% $ARM 7.69% Doordash $DASH 8.51% Snapchat $SNAP 13.46% $IONQ 9.30% Figma $FIG 13.13% See them all on Unusual Whales (and their implied moves!)

买点 量子计算股~🇺🇸政府要入股啦 $IONQ $RGTI $QUBT 而且量子计算可以破解BTC私钥🔑（虽然现在还不会） 美股交易用麦通：

BREAKING: Trump administration is in talks to take equity in quantum computing firms, per WSJ $IONQ $RGTI $QBTS

Today is a red day for some common Quantum stock names: $IONQ, $QBTS, $RGTI, $QUBT

🚨 @BTQ_Tech just went live on Nasdaq under $BTQ. Real quantum infrastructure, not hype, they’ve got working chips, a secure payments network, and neutral-atom compute. Still sub-$1B while peers like $IONQ and $QBTS trade 10x higher. This feels like day one of a major revaluation.

ALPHA: $BTQ just listed on Nasdaq and barely anyone’s talking about it. @BTQ_Tech is one of the only public plays on neutral-atom quantum computing with real-world security products already live. Sub-$1B market cap. The upside vs comps like $IONQ is wild.

Joby Aviation, $JOBY, earnings: - EPS: -$0.41, -$0.19 - Revenue: $15K, $59K Hubspot, $HUBS, earnings: - EPS: $2.19, $2.12 - Revenue: $760 million, est: $740 million - IonQ, $IONQ, earnings: - EPS: -$0.7, est: -$0.29 Revenue: $20 million, est: $17 million

Quantum stocks doing well today. $QBTS up 41% $RGTI up 23% $IONQ up 14%

Wow $IONQ missed big

IonQ, $IONQ, is down 11% today.

MORNING RECAP Tesla ( $TSLA): China-made EV sales dropped 4.3% y/y to 78,856 in November. Month-over-month increase of 15.5% for Model 3 and Model Y deliveries. Kroger ( $KR): Upgraded to Buy from Hold by Jefferies, target raised to $73 from $54. Downgraded by BMO Capital, target unchanged at $60. Live Nation Entertainment ( $LYV): Launched $1B in convertible senior notes due 2030. Axon (AXON): Upgraded to Overweight from Equal Weight by Morgan Stanley; target raised to $700 from $500. Crane Company (CR): Agreed to sell engineered materials segment for $227M to KPS Capital Partners, LP. Forecasts Q4 adjusted EPS from continuing operations at $1.10-$1.25. Donaldson (DCI): Q1 adjusted EPS $0.83, slightly above estimate of $0.82; Q1 revenue $900.1M vs. $892.43M expected. Maintains FY25 EPS guidance at $3.56-$3.72; expects revenue growth of 2%-6%. FedEx ( $FDX): Downgraded to Market Perform from Outperform at Bernstein; target reduced to $316 from $337. General Motors ( $GM): Non-binding agreement to sell stake in Ultium Cells LLC plant in Lansing to LG Energy Solutions. Honeywell ( $HON): Signed agreement with Bombardier for next-gen aviation tech; updated 2024 outlook. Joby Aviation Inc ( $JOBY): CFO Matthew Field to resign effective December 13, 2024. Rayonier ( $RYN): Authorized $300M share repurchase; announced special dividend of $1.80 per share. United States Steel ( $X): Shares fell after Trump's comments on reviving U.S. Steel and opposing Nippon Steel's acquisition. Aflac ( $AFL): Quarterly dividend increased by 16% to $0.58 per share. CleanSpark Inc. ( $CLSK): FY revenue at $378.9M, below estimates of $397.32M. Adjusted EBITDA at $245.8M, significantly above estimates of $141.44M. Regional Management Corp ( $RM): Announced a $30M stock repurchase program. State Street ( $STT): Upgraded to Outperform from Market Perform by Keefe Bruyette; target price raised to $120. PTC Therapeutics ( $PTCT): Upgraded to Outperform from Sector Perform by RBC Capital; target price increased to $63 from $39, citing transformative deal with Novartis. TransMedics ( $TMDX): Narrowed FY24 revenue guidance to $428M-$432M from $425M-$445M. Announced new CFO, Gerardo Hernandez, replacing Stephen Gordon. Vaxart ( $VXRT): Completed enrollment for sentinel cohort in phase 2B study of its COVID-19 oral vaccine candidate. Microchip Technology ( $MCHP): Shares fell after lowering December 2024 revenue guidance to about $1.025B. Announced closure of Tempe wafer fabrication facility (Fab 2). Microsoft ( $MSFT): Facing a £1 billion dispute in the U.K. over cloud software licensing practices. AT&T ( $T): Authorized $10B in share repurchases. Raised FY adjusted EPS guidance to $2.20-$2.25. Maintained free cash flow and capital expenditure forecasts. Credo Technology ( $CRDO): Q2 revenue $72.0M, above estimates; EPS $0.07 vs. $0.05 expected. Forecasts Q3 gross margin between 60.6%-62.6%; revenue guidance $115M-$125M. Bill Holdings ( $BILL): Offering $1.0B in convertible senior notes due 2030. Ingram Micro ( $INGM): To reduce workforce by 850 associates. IonQ ( $IONQ): Launched IonQ Quantum OS and IonQ Hybrid Services suite to enhance quantum computing utility. Seagate Technologies ( $STX): Expects lower production output for fiscal Q3 2025, impacting revenue by up to $200M. Zscaler ( $ZS): Q1 adjusted EPS $0.77, above $0.63 estimate; revenue $627.955M vs. $606.19M expected. Provided Q2 and FY revenue and EPS guidance, both exceeding consensus estimates.

STOCKS ON THE MOVE $ONCO, up 82.4% $CNEY, up 57.8% $BMY: up 4.4% premarket, Gains as FDA approves its schizophrenia drug China ADRs extend their rally on latest stimulus push $BABA: up 0.4% premarket $JD: up 2.6% premarket $PDD, up 1.33% premarket $LI: up 0.4% premarket $SAVA: down 11.7% premarket, after SEC charges co for misleading Alzheimer's drug trial claims $COST: down 1.0% premarket, after Q4 results; brokerages hike PT $DG: down 2.5% premarket, Citi downgrades Dollar General citing tough sales recovery as Walmart takes market share $ESTA: up 27.3% premarket, on US FDA nod for Motiva breast implants $KMX: up 0.7% premarket, Brokerages raise Carmax PT on expectations of recovery in US used car market $WVE: up 2.2% premarket, JP Morgan resumes coverage with 'overweight' $IONQ: up 8.1% premarket, Gains on $54.5 mln contract with US Air Force Research Lab $BMBL: down 2.2% premarket, Down after KeyBanc downgrades to 'sector weight'