Overview
- D‑Wave confirmed a CES 2026 showcase of its annealing systems and hybrid quantum‑classical solvers, with vice president Murray Thom slated to lead a masterclass on optimization use cases.
- Shares jumped across the group on Monday, with D‑Wave up about 20%, Rigetti roughly 13%, IonQ around 11%, and Quantum Computing Inc. near 12%.
- Quantum Computing Inc. said it plans to acquire Luminar Semiconductor for $110 million, a move the company framed as accelerating its integrated photonics roadmap.
- Analysts and market watchers flagged speculative drivers such as retail flow, short‑covering, heavy volumes, and year‑end window dressing, warning of potential near‑term retracement.
- Valuation strains remain stark, with D‑Wave up roughly 230% year to date on about $24 million in annual revenue and a market value near $9.6 billion, and some early Tuesday pullback already appearing.