Feed / Theme
Confirmed

Quantum Technologies

15 names are moving together; 80% are participating in the current session.

2 observed Confirmed episodes

Co-movement

Observed member paths adjusted against SPY. Shading marks the latest observation window.

Members

TICKERCompanySectorTodayObserved activity
BBAIBigBear.ai, Inc.Technology+0.0%Group member
CLRBCellectar Biosciences, Inc.Healthcare+0.0%1/4 observed active sessions
ARQQArqit Quantum Inc.Technology+0.0%2/4 observed active sessions
IONQIonQ, Inc.Technology+1.9%3/4 observed active sessions
RGTIRigetti Computing, Inc.Technology+0.6%1/4 observed active sessions
ACHRArcher Aviation Inc.Industrials-2.0%1/4 observed active sessions
QBTSD-Wave Quantum Inc.Technology+0.5%2/4 observed active sessions
EVTLVertical Aerospace Ltd.Industrials+0.0%1/4 observed active sessions
GEMIGemini Space Station, Inc.Financial Services+0.0%Group member
LAESSEALSQ CorpTechnology+0.0%1/4 observed active sessions
QSIQuantum-Si IncorporatedHealthcare1/4 observed active sessions
QUBTQuantum Computing Inc.Technology1/4 observed active sessions
RZLVRezolve AI PLCTechnology2/4 observed active sessions
SERVServe Robotics Inc.Industrials1/4 observed active sessions
VERIVeritone, Inc.Technology1/4 observed active sessions

Why we believe this

Cohort

15 names

Participation

80% this session

Observed history

8 daily builds

Filing coverage

11/15 members

product pipeline / R&D affecting expense

The remaining increase is due to an increase in costs to support research and development initiatives, including a $7.4 million increase in professional service fees and allocated overhead costs.

IONQ 10-K

restructuring affecting expense

Our quarterly operating results may fluctuate significantly because of several factors, including: • labor availability and costs for hourly and management personnel; • profitability of our products, especially in new markets; • changes in interest rates; • impairment of long-lived assets; • macroeconomic conditions, both nationally and locally; • size and scope of our revenue arrangements with our customers; • negative publicity relating to our products; • changes in customer preferences and competitive conditions; • the loss of strategic relationships or existing contracts with any customer; • lengthy customer sales cycle, leading to difficulty in forecasting the timing of purchasing decisions; • expansion to new markets or the acquisition of new businesses; and • fluctuations in commodity prices.

IONQ 10-K

credit / rates affecting interest expense

The change in interest expense during the three months ended March 31, 2026 as compared to the three months ended March 31, 2025 is primarily due to a lower average principal balance on the 2029 Convertible Notes due to the conversion of the remaining balance during the three months ended March 31, 2026.

BBAI 10-Q

This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.

Connected, outside the group

AMZN

RGTIcustomer · Not moving with the group now

Filing receipt · AMZN / RGTI

The system will be installed on-premises at C - DAC’s Bengaluru center and is expected to be deployed in the second half of 2026.

RGTI · customer
MSFT

BBAIsupplier · Not moving with the group now

Filing receipt · MSFT / BBAI

We depend on computing infrastructure operated by Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and other third parties and data centers to su…

BBAI · supplier
INFQ

IONQtext peer · Current intraday read unavailable

No filing excerpt is available for this relationship.

MA

QBTScustomer · Moving with the group now · 115 min observed

Filing receipt · MA / QBTS

Our customers have included Mastercard, Deloitte, BASF, Pfizer, Unisys, Siemens Healthineers, NTT DOCOMO, Ford Otosan, Interpublic Group, Davidson Technologies, Inc.

QBTS · customer
QMCO

IONQcustomer · Current intraday read unavailable

Filing receipt · QMCO / IONQ

We currently make access to our quantum computers available via three major cloud platforms, Amazon Web Services’ (“AWS”) Amazon Braket, Microsoft’s Azure Quantum and Go…

IONQ · customer

History

2026-07-07 → 2026-07-102 observed active sessions · 11.1% of active names held across the episode
2026-06-29 → 2026-07-022 observed active sessions · 0% of active names held across the episode