Hi – I noticed you started signing up for MarketBeat All Access but didn’t finish your registration. No worries—this happens! If you ran into any issues or had questions, just hit reply. I’d be happy to help. In case you’re ready to complete your subscription, I’ve set up a special link for you that gives you a free 30-day trial of MarketBeat All Access. You’ll also receive a $250.00 discount on your first year, meaning you’ll pay just $14.99 per month or $149.00 per year (normally $399.00). Start Your Risk-Free Trial Here So, what do you get with MarketBeat All Access? A whole lot of powerful tools to help you invest smarter: • Our premium daily newsletter, MarketBeat Daily Premium
• Exclusive rankings and recommendations from top-rated analysts
• Personalized portfolio tracking with My MarketBeat
• Real-time email and SMS alerts for the stocks you follow
• Full access to our database of over 750,000 analyst ratings
• A live news feed covering earnings, dividends, insider trades, and more
• Advanced stock screeners and research tools
• The MarketBeat Idea Engine to uncover short-term trading opportunities
• Priority delivery and customer support
• Extended Excel/CSV data exports for deeper analysis
• Premium research reports available only to All Access subscribers Click Here to Activate Your 30-Day Free Trial There’s no risk, and it only takes a minute to get started. I’d love to welcome you as a full member. Thanks again for checking out MarketBeat! Matthew Paulson
MarketBeat
Just For You Does the Trump-Induced Quantum Stock Rally Have Legs?Written by Jordan Chussler. Published 10/27/2025. 
Key Points - An official with the U.S. Department of Commerce reported last week that the Trump administration was considering equity stakes in quantum computing companies.
- This follows equity stake announcements with Intel and Lithium Americas, both of which have sent their respective shares higher.
- Quantum computing stocks rallied on the news, which may be laying the tracks for a sustained run. One ETF provides broad exposure for the long road ahead.
This year the market has seen its fair share of so-called Trump trades. Over the past quarter specifically, the president announced that the government would take equity stakes in at least three publicly traded companies. Those announcements sent the respective stocks sharply higher. Last week, after rumors that the administration was considering another deal, it became clear investors should expect these types of transactions—aimed at shoring up domestic supply chains for national security reasons—to continue. In 1862, President Lincoln opened America's frontier with the Homestead Act — land that would be worth nearly a million dollars today. But 90% of the country's most valuable federal land was never released… until now. With President Trump's new "Freedom Cities" initiative, that hidden wealth is being unlocked through innovation zones designed to drive the next wave of U.S. growth. And four companies are positioned squarely at the center of it. Click here to see the full story and the four companies set to benefit The next target the administration may have its sights set on? Quantum computing. The Trump Administration's Evolving Track Record of Equity Stakes One of the first companies to benefit from President Trump's interest in taking equity stakes was MP Materials (NYSE: MP). As a vertically integrated producer of rare earth elements (REEs), MP Materials owns and manages the Mountain Pass Rare Earth Mine and Processing Facility in California—the only commercially viable REE site in the United States. On July 10, the company signed a deal in which the government took a 15% stake in MP Materials in exchange for the U.S. Department of Defense investing $400 million in preferred stock, making it MP Materials' largest shareholder. Since then, the stock has risen nearly 136%. Next, in August, the administration took a 10% equity stake in legacy chipmaker Intel Corporation (NASDAQ: INTC). That deal was valued at $8.9 billion at announcement. Since Aug. 1, shares of the formerly struggling INTC have climbed more than 98%. Then in late September, the administration announced it was taking a 5% equity stake in pre-revenue Lithium Americas (NYSE: LAC)—a Vancouver-based mining company—and another 5% stake in the Thacker Pass venture that it jointly owns with General Motors (NYSE: GM). The Thacker Pass project represents the largest lithium reserves in the United States, one of the largest in the world, and its stockpile is expected to satisfy roughly 25% of global demand for the metal that underpins the EV revolution. The mine isn't expected to be fully operational until 2027. Nonetheless, in the wake of that announcement, shares of LAC—a company that reported a net loss of $43 million last year and had about $100 million in total liabilities—surged more than 227% from Sept. 23 to Oct. 14. Is Quantum Computing Trump's Newest Equity Target? After announcing deals with MP Materials, Intel, and Lithium Americas in less than three months, the administration is signaling it is willing to invest significant capital to support organizations it considers mission-critical. Last Thursday, the Wall Street Journal reported that a source in the Department of Commerce said the administration was considering several new equity deals—this time with a handful of quantum computing companies. A rally followed, particularly in the stocks of Quantum Computing (NASDAQ: QUBT), IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), and D-Wave (NYSE: QBTS), all named as companies engaged in discussions with the White House. Those firms opened sharply higher on Thursday and continued to rally into Friday. However, by Thursday afternoon the administration tamped down expectations, telling CNBC it was not "currently" in negotiations with quantum computing companies. A Boon for an Industry That Is Still in Its Infancy Even after the administration said it wasn't currently in talks, the quantum sector continued to rally through Friday's close. Like the Lithium Americas situation, any prospective deal with the aforementioned quantum firms would likely take years to bear fruit. According to McKinsey & Co., "surging investment and faster-than-expected innovation could propel the quantum market to $100 billion in a decade." But a decade is a long time to wait for a single speculative stock. Despite Big Tech efforts to accelerate practical applications, only small-scale quantum computers currently exist, and their uses remain largely limited to prototypes and experimentation. Patient buy-and-hold investors can gain diversified exposure through the world's largest quantum-themed ETF: the Defiance Quantum ETF (NASDAQ: QTUM). The fund has about $2.95 billion in net assets, charges a 0.40% expense ratio, and pays a dividend yielding roughly 0.66% (about $0.73 per share annually). Among QTUM's top holdings are: Last week's rally pushed the ETF nearly 5% higher. Over the past 12 months, institutional investors have added $38.66 million to QTUM while the fund has seen only $2.69 million in outflows. Current short interest stands at just 1.92%.
|
Post a Comment
Post a Comment