Letโs talk about quantum computing: $IBM $RGTI $IONQ $QBTS
IBMโs Quantum System Two is at VivaTech 2026 โ and it might be the most important piece of hardware most investors walk past.
Hereโs why it matters, without all the industry jargon:
1. Itโs modular. Instead of one big โheroโ chip, System Two is built to connect multiple quantum processors into a single machine. Thatโs how you scale in the real world: add modules, not reinvent the whole system every time.
2. Itโs production-grade, not a science experiment. The โquantum chandelierโ isnโt just for show. Itโs a cryogenic housing designed to sit at the heart of a rack-style setup you can maintain, upgrade, and eventually deploy in something that looks like a modern data center.
3. It targets real money problems. IBM is pointing this at chemistry, materials, and hard optimization problems โ things like better batteries, new drugs, and complex logistics. Even a small edge here can have a huge impact.
4. Itโs built to evolve. As better quantum chips arrive, they can be swapped into the same system instead of starting from scratch. Thatโs how you turn R&D progress into a compounding platform.
The bottom line for investors is simple:
$IBM isnโt just talking about the future of quantum. Theyโve built the box itโll run in. As quantum computing becomes a real economic force over the next decade, Quantum System Two is their ticket to that upside along with companies like $RGTI $QBTS and $IONQ
$APLD | Northland maintains ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ on ๐๐ฉ๐ฉ๐ฅ๐ข๐๐ ๐๐ข๐ ๐ข๐ญ๐๐ฅ, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐
Analyst sees high-level execution in site sourcing and development, leading to rapid platform growth and significant contracted revenue with hyperscalers.
One of the biggest insider buys I've seen in months just happened.
$SMMT (Summit Therapeutics).
The biotech company is developing ivonescimab, a next-generation cancer treatment currently in Phase 3 trials.
On June 12, both co-CEOs made massive open-market purchases.
โข Robert Duggan bought 3.81 million shares
โข Mahkam Zanganeh bought 3.81 million shares
Purchase price: $13.12 per share.
That's roughly $50 million each.
$100 million combined.
Same day. Same stock. Open market.
When two CEOs commit that much of their own capital at the same time, the market pays attention.
Whether they're right or wrong, that's a level of conviction you don't see very often.