Lee Ainslie's Maverick Capital held 20 million Infleqtion (INFQ) shares in February. Now it has 1.4 million left.
Lee Ainslie's Maverick Capital has reported about $266 million of Infleqtion (INFQ) stock sales since May, and Friday's filing shows the wind-down is nearly finished. A stake that started at 20 million shares in February is down to 1.4 million, and an August misstep means Maverick owes Infleqtion a $299,922.51 check.
I let Claude AI trade $100 on Robinhood, week 7: It wrote a longer risk memo than the trade was worth
Claude AI ran five-minute bars on four stocks, caught an earnings call that had been quietly postponed, computed a risk-reward ratio and wrote a memo against its own trade. Then it bought four shares of a battery company and went red in twenty minutes.
Rigetti (RGTI) and D-Wave (QBTS) report earnings Thursday. Rigetti's last profit was a warrant revaluation.
D-Wave reports Thursday morning and Rigetti Thursday afternoon, with IonQ going first on Wednesday. The Street wants about $4 million of revenue from D-Wave and $5 million from Rigetti, against market caps of $8.1 billion and $5.8 billion.
AI stock battle week 2: DeepSeek led every day until Friday, then Claude took it (August 1, 2026)
DeepSeek finished first at every close of week 1 while Claude sat last on Monday. Then Ambarella rose 16% on Friday and the order flipped. Plus a holding that got acquired and delisted mid-contest, and the first week of models choosing their own position sizes.
All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
Bullish Watch, week of July 13: the market panicked over a Meta headline, and got it wrong
This week's watchlist, updated through Tuesday: Nebius gave back its early bounce on a data-center headline unrelated to its business, Kraken Robotics is holding up best of the five, Intel swung from a 6% drop to a 4.5% rally in two days, and Rocket Lab and Harmonic are still finding their footing.
Today's AI rotation map: out of the chips, into software, power and the frontier
A snapshot of Monday's rotation: as the AI build-out sold off, money moved into software (ServiceNow, Adobe), AI power (GE Vernova), quantum, space and cyber. A one-day picture that can flip fast.
The government is betting billions on quantum computing, but the payoff is years away
Washington is now a quantum-computing investor, having committed about $2 billion to nine companies and taken equity stakes back in May. But the technology will not pay off for years, and the pure-play stocks are already priced for a future that has not arrived. Here is the realistic picture.