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Quantum Investing Splits as IonQ Expands and Analysts Favor Big Tech

The latest coverage highlights vertical-integration moves at IonQ against a market narrative favoring diversified incumbents for quantum exposure.

TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

Micron’s HBM Edge Drives Bull Case as Stock Soars and Valuation Stays Low

IonQ Lands 100-Qubit Sale to South Korea’s KISTI

Micron Soars to Record as AI HBM Shortage Locks In Sales Through 2026

IonQ Launches Slovakia’s First Quantum-Secure Network as Valuation Debate Grows

Rigetti Jumps on Rate-Cut Hopes as Quantum Rally’s Wild Swings Continue

TSMC Posts Strong Q3 as $165 Billion U.S. Expansion Advances

UBS Lifts Micron Target to $275, Says HBM Supply Is Fully Booked Through 2026

Investors Weigh Big-Cap AI Picks and Sub-$10 Opportunities

Micron Extends Rally on AI Memory Demand With Barclays Target Hike and New SOCAMM2 Sampling

Quantum Stocks Stay Hot as D‑Wave Lands €10 Million Deal and Target Lift

IonQ Prices $2 Billion Equity Package to Accelerate Quantum Commercialization