Trump signs executive orders to accelerate quantum adoption and boost cyber defense

RegulationPrice ActionCorporate Action Impact 4
โดย Seeking Alpha·Read original
Summary · why it matters

President Donald Trump signed executive orders Monday aimed at accelerating quantum research, laying the groundwork for federal agencies to adopt the technology and strengthen U.S. defenses against cyberattacks. The orders are intended to cement the U.S. as the world leader in this emerging field, Trump said at the White House. In other market-moving news, SpaceX shares tumbled 16.4% to $154.60 on Monday, extending a three-day slide to 23% and wiping out more than $600 billion in market value, after the company announced plans to enter the investment-grade bond market. Nvidia's stock underperformance is coinciding with a growing prediction among Kalshi traders that prices for its flagship AI chips will continue to decline, with the B200 compute cost falling from a three-month high of $6.11 per hour on May 30 to $4.22 by June 21. Apollo Global's $26 billion private credit fund, Apollo Debt Solutions, is curbing redemptions at 5% of its shares after investors sought to withdraw approximately 16.8% of the total, resulting in net outflows worth about 3% of the fund's asset value so far this year. SoftBank Group founder Masayoshi Son dismissed the idea of building data centers in space, saying the main advantage would be slashing electricity costs, which are a small fraction of operating expenses compared with hardware like chips.

Impact on stocks 4

Artificial Intelligence · 2 stocks
NVIDIA Corporation
NVDA
▼ NegativePricingrelevance

Kalshi traders predict continued decline in prices for Nvidia's flagship AI chips, with B200 compute cost falling.

Aging Population · 1 stocks
Financials · 1 stocks

Theme Impact 4

Related news

Quantum Computing Inc. Signs Three-Year Framework Agreement With Hamad Bin Khalifa University

Quantum Computing Inc. has signed a three-year Framework Agreement with Hamad Bin Khalifa University in Qatar, under which QCi will provide cloud-based access to its Dirac-3 system along with an installation in Qatar to support the country's quantum ecosystem and regional leadership. The agreement supports QCi's Entropy Quantum Computing approach, which uses quantum entropy and decoherence as computational resources rather than relying on costly error correction and highly controlled environments. The Dirac-3 platform is a third-generation, rack-mountable system designed to solve complex, real-world optimization problems at room temperature. Among peers, IonQ had progressed through three rounds of tape-outs for its first semiconductor quantum chip and received 256-qubit prototypes by the second quarter of 2026, while Rigetti's 36-qubit Cepheus system uses four 9-qubit chiplets and its Cepheus-1-108Q uses 12 interconnected 9-qubit chiplets and became generally available in April 2026. Over the past year, QCi's shares have plunged 52.4% compared with the industry's 10.9% decline, and the stock trades at a forward 12-month price-to-sales of 40.24X versus the industry's average of 4.20X.
Zacks Investment Research·23hRead more →

Quantum Computing Inc. to Debut Integrated Quantum Security Platform at ECOC 2026

Quantum Computing Inc. announced it will showcase, for the first time, an integrated quantum security platform combining encryption and authentication in a single solution at the ECOC Exhibition 2026, held September 21–23 at FYCMA in Málaga, Spain. At Booth #1436, the company will demonstrate live quantum communication solutions using time-frequency and polarization-based approaches, pairing quantum key distribution with hardware-based Quantum Identity Authentication. The platform combines high-dimensional quantum key distribution, direct entanglement verification, Quantum Identity Authentication, and integrated key management in a telecom-compatible architecture, and is based on QCi's patented invention recognized with the 44th Edison Patent Award, presented to Dr. Yuping Huang and Dr. Lac Nguyen. QCi will also present at the ECOC Product Focus Theatre on Wednesday, September 23, from 14:50 to 15:10, in a session titled "The Quantum Secure Solution: Quantum-authenticated communications for broad applications in security," delivered by Massimo Di Blasio, Director, Product Line Management/Business Development. Chief Technology Officer Yong Meng Sua said the demonstrations give the telecom industry a firsthand look at how quantum technologies can strengthen the security of tomorrow's communications.
PR Newswire·1dRead more →
3impact 4

IBM Wins $1 Billion Quantum Foundry Award, Adds CUBE AI Governance Deal

International Business Machines said its subsidiary Anderon won a US$1b federal award to build a U.S. quantum chip foundry, alongside a further US$1b IBM commitment to the project. The planned facility is described as the first stand-alone quantum wafer foundry in the U.S., focused on quantum chip manufacturing under CHIPS Act funding. IBM also announced a partnership with regulatory intelligence provider CUBE to integrate real time global AI rule monitoring into watsonx.governance. The Anderon quantum foundry award and CUBE tie up together represent a US$2b quantum and governance push by the company.
Simply Wall St·1dRead more →