I paid $5,000 to hear Elon say this
I recently paid $5,000 to be in a room with Elon Musk in Los Angeles. And what he said in that room, confirmed everything my 15+ years in the tech industry had been telling me. I believe what Elon is launching right now — a project 27 years in the making — could be his biggest move yet. If you buy just one stock in 2026, I urge you to make it the one I'm giving away for free here.
Quantum Stocks Just Got a Lifeline—Who Benefits Most?
Author: Nathan Reiff. Date Posted: 5/26/2026.
Key Points
- The Department of Commerce plans to provide more than $2 billion in funding to a number of quantum computing firms including D-Wave and Rigetti.
- Both of those companies are slated to receive $100 million to support various technological advances.
- IonQ is a leader in the quantum space but is not named for funding support, though it may still benefit from an overall boost to the industry.
- Special Report: Elon’s “Hidden” Company
May 2026 has been a rollercoaster month for companies in the quantum computing industry. Leaders like D-Wave Quantum Inc. (NYSE: QBTS), IonQ Inc. (NYSE: IONQ), and Rigetti Computing (NASDAQ: RGTI) fell for much of the month, despite some promising Q1 results, before surging sharply toward month-end.
The sharp move higher may be due to a recent announcement that the federal government is interested in providing incentives to a handful of domestic quantum firms. The U.S. Department of Commerce recently signed letters of intent with nine quantum computing companies—including both foundries and broader computing names—to provide more than $2 billion in funding through the CHIPS and Science Act.
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidThe immediate move upward in share prices is to be expected, but investors will want to know what this might mean for the industry over the longer term. A closer look at the three companies above—among the biggest names in quantum and established leaders in the field—may provide more context.
D-Wave: A Big Boost to a Cash Pile That's Already Sizable
D-Wave is slated to receive $100 million in funding from the Commerce Department as part of the incentives plan. Specifically, this funding will go toward advancements in both annealing and gate-model systems.
The firm has distinguished itself among quantum companies by taking this dual-focused approach, and an influx of cash may make a big difference in its timeline as it tries to balance technological developments in two areas at once.
Cash has not been a major concern for D-Wave for quite some time, as the company now has a solid history of building strong cash reserves and deploying that capital for key acquisitions, among other things. While $100 million will certainly help, the company was not hurting for capital. In that sense, the federal influx may be less transformative for D-Wave than it might be for a smaller firm or one with more modest reserves. Of course, a boost to D-Wave's defense and government procurement access will also be beneficial.
Rigetti: Cash Influx to Support Scaling, But Challenges Remain
Rigetti is another company slated to receive $100 million in planned funding. In this case, the company is charged with addressing the challenges necessary to develop and scale superconducting architectures.
This could add to Rigetti's strong history as a developer of superconducting quantum systems and could smooth over some of the company's execution consistency issues and scaling concerns.
The cash infusion will likely help Rigetti extend its runway regardless of share price performance, build out supply chain access, and, like D-Wave, strengthen its integration into various federal and defense programs. As a smaller firm than IonQ, Rigetti may see a larger boost than some other firms targeted for support. Still, the challenges of scaling superconducting systems are formidable, and Rigetti still faces an uphill battle compared with established rivals like IBM (NYSE: IBM).
IonQ: Indirect Benefits, If Any
Although the federal government outlined a list of quantum companies slated to receive funding, IonQ was not included in the initial May 21 announcement. Investors may see this as a slight, given that IonQ is one of the most prominent publicly traded quantum firms. However, with a market capitalization more than double that of D-Wave and nearly triple that of Rigetti, IonQ may be better established than some of its rivals.
Further, the federal awards seem to be primarily focused on fabrication and materials engineering, and IonQ's unique trapped-ion approach may rely less on fabrication infrastructure than some other firms, making it a less obvious candidate for funding support.
Regardless of the reason for not being included on the list, IonQ will likely benefit only indirectly from an overall surge in quantum computing stocks. Many of these firms' share prices are still moving largely in tandem, and IonQ already got a big boost following the announcement.
Potential Downsides
The three firms above could benefit in different ways from federal government support, but none of them will receive nearly as much funding as GlobalFoundries Inc. (NASDAQ: GFS) and IBM, each slated to receive several times the $100 million incentive above to support foundry activities. Further, with a government stake, there may be concerns about shareholder dilution to wrestle with, which could, in fact, give IonQ an advantage in at least one way.
3 Stocks to Own If Gas Prices Keep Rising
Author: Dan Schmidt. Date Posted: 5/16/2026.
Key Points
- Rising gas prices above $4.50 per gallon nationally create targeted investment opportunities in West Coast refiners, Permian producers, and shipping tanker operators.
- As long as the Strait of Hormuz remains closed, these tailwinds will likely persist for certain energy companies.
- Par Pacific Holdings, Diamondback Energy, and Scorpio Tankers each offer distinct exposure to elevated energy prices through crack spreads, crude output, and shipping rates.
- Special Report: Elon’s “Hidden” Company
For commuters, passing the first gas station of the day may now be a constant source of anxiety. The national average has quickly surged past $4.50 per gallon, a shock to consumers who were paying less than $3 per gallon as recently as January. With no end to the Iran war in sight, $5-per-gallon gas seems inevitable, and U.S. consumers will be forced to make difficult travel choices this summer.
Investors also have to make some decisions. If gas prices continue to rise, which stocks are best positioned to benefit?
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidHint: It requires a strategy more complex than simply owning a portfolio of large-cap energy stocks.
The energy industry has been one of the best-performing market sectors in 2026, trailing only tech following the explosive semiconductor rally. But not every energy company benefits from high gasoline prices. Investors will want to diversify their holdings across different areas of the sector that have outsized exposure to gas prices.
Three groups of companies stand out as potential beneficiaries: West Coast refiners, Permian shale producers, and shipping tanker operators.
Par Pacific Holdings: Small-Cap Refiner Benefitting From Widening Crack Spreads
The Pacific Coast has the highest retail gasoline prices in the United States, so it’s a good place to look for refiners that benefit from wide crack spreads. California gas prices have already breached $6 per gallon, and the region was already undersupplied before the war broke out.
One of the beneficiaries is Par Pacific Holdings Inc. (NYSE: PARR), a small-cap refiner that operates several facilities across the Pacific Northwest and Hawaii.
Despite a market cap of just over $3 billion, Par Pacific generated more than $7 billion in sales in 2025, and soaring crack spreads have it positioned for another strong year.
Although Hawaiian operations created a $125 million price lag headwind, Par Pacific still reported $1.82 billion in Q1 2026 revenue in its May 5 earnings release, including $91 million in adjusted EBITDA.
Earnings per share (EPS) of 78 cents missed the $1 expectation, but the Hawaiian Renewables venture had a successful launch, and crack spreads are expected to provide tailwinds through the summer. And despite a 40% gain in the last three months, PARR shares still trade at just 4.4x forward earnings and 0.41x sales.
PARR shares could offer an attractive entry point for new investors right now as the price bounces off the 50-day moving average. The 50-day and 200-day moving averages remain supportive of the uptrend, and the selling momentum shown by the Relative Strength Index (RSI) appears to be slowing. If the RSI continues to reverse course, new all-time highs are likely on the horizon.
Diamondback Energy: Premium Cash Flow Generation With Oil Over $90
Diamondback Energy Inc. (NASDAQ: FANG) is one of the largest drillers in the Permian Basin, extracting crude oil, natural gas, and natural gas liquids (NGLs) from wells in Texas and New Mexico.
Diamondback is a direct beneficiary of higher crude prices. In Q4 2025, management projected that the company could generate more than $5.5 billion in free cash flow if oil prices reached $70 per barrel.
Now that WTI crude prices have eclipsed $90, Diamondback is positioned to outperform even its most optimistic cash flow projections.
In its Q1 2026 earnings report, the company beat top- and bottom-line expectations, raised its dividend, and increased full-year oil production guidance. It also plans to add two or three new rigs, and the extra cash will help the company pay down debt while supporting future dividends and share buybacks.
FANG shares have been volatile over the last few months, but the stock is still up more than 30% year-to-date (YTD). Support at the 50-day moving average has held whenever the rally has shown signs of pulling back, and shares are once again bouncing off this level as the RSI moves back into bullish territory.
Scorpio Tankers: Hormuz Closure Causes Volatile Shipping Rate Increases
The thesis behind Scorpio Tankers Inc. (NYSE: STNG) is fairly straightforward: if companies are forced to reroute away from the Strait of Hormuz, shipping day rates will surge as product is sourced from farther afield.
Supply dislocations often create outsized earnings opportunities for shippers, as oil and gas companies have no choice but to pay astronomical rates that then flow directly into earnings.
Investors are already seeing this scenario play out at Scorpio. The company reported Q1 2026 revenue of over $312 million in its May 6 earnings release, up more than 46% year over year (YOY).
Scorpio generated just $938 million in total 2025 sales, so revenue is already well ahead of last year’s pace, and the supply disruption is likely to last throughout the year.
A resumption of normal Hormuz traffic would be a headwind for STNG shares, as shipping rates would quickly normalize. But until that catalyst occurs, the stock will likely remain in the uptrend that has boosted it more than 60% YTD.
Support remains strong at the 50-day moving average, and the Moving Average Convergence Divergence (MACD) indicator shows that bullish momentum is once again building.
This email communication is a sponsored email provided by InvestorPlace, a third-party advertiser of MarketBeat. Why did I get this message?.
This ad is sent on behalf of InvestorPlace Media at 1125 N. Charles Street, Baltimore, Maryland 21201. If you're not interested in this opportunity, please click here.
If you have questions about your account, feel free to email our South Dakota based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
© 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 N Reid Place, Sixth Floor, Sioux Falls, S.D. 57103-7078. USA..
Post a Comment
Post a Comment