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Wall Street Breakfast

Quantum names pop

23 Oct 2025

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IonQ (IONQ), Rigetti (RGTI), D-Wave (QBTS) surge on report of Trump administration quantum equity talks. (00:22) Beefing over beef: Trump says ranchers don't understand how tariffs benefited them. (01:18)Crude oil jumps after U.S. hits top two Russian oil companies with sanctions. (02:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSLA, IBM, and moreTesla warns on 'near-term uncertainty' ahead of acceleration of AI, software, and fleet-based profitsIBM raises 2025 revenue growth outlook to over 5% and free cash flow to $14B as AI momentum acceleratesLam Research anticipates China revenue below 30% in 2026 as AI drives record $5B+ quartersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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