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
15 names are moving together; 80% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| BBAI | BigBear.ai, Inc. | Technology | +0.0% | Group member |
| CLRB | Cellectar Biosciences, Inc. | Healthcare | +0.0% | 1/4 observed active sessions |
| ARQQ | Arqit Quantum Inc. | Technology | +0.0% | 2/4 observed active sessions |
| IONQ | IonQ, Inc. | Technology | +1.9% | 3/4 observed active sessions |
| RGTI | Rigetti Computing, Inc. | Technology | +0.6% | 1/4 observed active sessions |
| ACHR | Archer Aviation Inc. | Industrials | -2.0% | 1/4 observed active sessions |
| QBTS | D-Wave Quantum Inc. | Technology | +0.5% | 2/4 observed active sessions |
| EVTL | Vertical Aerospace Ltd. | Industrials | +0.0% | 1/4 observed active sessions |
| GEMI | Gemini Space Station, Inc. | Financial Services | +0.0% | Group member |
| LAES | SEALSQ Corp | Technology | +0.0% | 1/4 observed active sessions |
| QSI | Quantum-Si Incorporated | Healthcare | — | 1/4 observed active sessions |
| QUBT | Quantum Computing Inc. | Technology | — | 1/4 observed active sessions |
| RZLV | Rezolve AI PLC | Technology | — | 2/4 observed active sessions |
| SERV | Serve Robotics Inc. | Industrials | — | 1/4 observed active sessions |
| VERI | Veritone, Inc. | Technology | — | 1/4 observed active sessions |
Cohort
15 namesParticipation
80% this sessionObserved history
8 daily buildsFiling coverage
11/15 membersproduct 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.
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
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
IONQtext peer · Current intraday read unavailable
No filing excerpt is available for this relationship.
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
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