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Luke Kawa2/11/25

Super Micro’s supercharged rally sputters ahead of “business update”

Traders are taking some chips off the table ahead of a business update from the highly volatile former AI darling Super Micro Computer after the close on Tuesday.

It’s a note of caution returning after investors got excited that the company had actually scheduled this update, sending the stock up nearly 60% in a week. Beyond any refresher on the company’s operational performance, investors will be clamoring for assurance that Super Micro will become current on its required financial filings in order to stay listed on the Nasdaq exchange. The company hasn’t filed its annual report for the 12 months ending June 2024 amid a drawn-out inquiry into its accounting that saw its auditor resign and a prominent short seller flag a number of alleged irregularities. An internal review commissioned by the company found no management misconduct. Required filings need to be received by the Nasdaq by February 25.

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Quantum Computing soars after posting better-than-expected Q1 sales

Shares of Quantum Computing are mooning in early trading after the company posted better-than-expected Q1 sales.

For the period ended March 31, QCi reported:

Revenue of $3.7 million (compared to analyst estimates of $3.1 million).
A loss per share of $0.02 (estimate: a $0.05 loss).

The boost in sales was primarily linked to the two acquisitions that closed in the quarter, of Luminar Semiconductor and NuCrypt.

Despite having the most straightforward name (and ticker) connected to the theme, Quantum Computing is seemingly less focused on developing hardware that leaves classical supercomputers in the dust, and more driven to carve out a supporting role in the AI boom.

For instance, earlier this year, the company announced that its NeuraWave photonics computing platform designed for edge inference cases was deployment-ready. This technology includes a plug-in card that aims to accelerate the processing and decision-making capabilities of AI-enabled machines in resource-limited environments using photonics (light) to reduce heat.

“QCi made significant operational progress in the first quarter of 2026, furthering our mission of delivering accessible, scalable, and affordable quantum machines and photonic solutions for practical use across high-growth markets, including high-performance computing, artificial intelligence, cybersecurity, aerospace and defense, and advanced sensing and imaging,” said CEO Dr. Yuping Huang in the press release. “As demand for faster and more efficient data processing grows, it is becoming increasingly clear that photonics will be a critical component of future technological advancements given its low power consumption and ability to operate at room temperature.”

Hims & Hers graphic. (Hims & Hers)

Hims enters a “strategic pivot” following blowback from its copycat Wegovy pill

After selling compounded GLP-1 drugs for two years, Hims is launching an expensive shift to branded treatments.

J. Edward Moreno1h

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Core inflation rises by more than expected in April

The April reading of the Consumer Price Index showed headline inflation rose 0.6% month on month, with core inflation (which strips out volatile food and energy prices) rising 0.4%.

Economists had anticipated inflation rising 0.6% month on month on a headline basis, with core up 0.3% versus March.

Headline inflation rose 3.8% on an annual basis.

Prediction markets indicated a high degree of confidence in a 0.6% monthly rise for headline CPI, and anticipated an annual increase of 3.7%, with less than 50% odds of rising more than that.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

The recent stability in labor market data coupled with the potential for another oil-induced inflation shock in light of the Iran war and closure of the Strait of Hormuz have prompted traders to price the end of the Federal Reserve’s easing cycle. Federal funds futures pricing implies a hike is a more than 50% probable at next March’s meeting.

Prediction markets are less hawkish, pricing in 41% odds of a hike before July 2027 while still expecting a return to tightening in the second half of next year.

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Waymo recalls 3,800 robotaxis after software issue leads to flood incident

Alphabet-owned Waymo is recalling 3,791 autonomous vehicles in ‌the United States over a software glitch affecting its self-driving robotaxis. The recall follows an April 20 incident in which an unoccupied Waymo drove into a flooded lane in San Antonio, prompting Waymo to review similar scenarios. Waymo said there were no injuries from the incident.

The recall targets a software flaw that may allow vehicles to maintain high speeds when entering standing water, increasing the risk of a crash, Reuters reported, citing a statement by the National Highway Traffic Safety Administration.

The recall adds to a string of investigations this year focusing on the technology’s performance in complex environments. Back in January, Waymo struck a child near a Santa Monica elementary school, and the vehicles have been involved in several instances of passing stopped school buses.

As of early 2026, the company operates about 3,000 robotaxis across ~10 US metropolitan areas, providing over 500,000 paid rides per week.

Waymo recalls 3,800 robotaxis over risk of entering flooded roads

Waymo recalls 3,800 robotaxis over risk of entering flooded roads

The recall targets a software flaw that may allow vehicles to maintain high speeds when entering standing water, increasing the risk of a crash, Reuters reported, citing a statement by the National Highway Traffic Safety Administration.

The recall adds to a string of investigations this year focusing on the technology’s performance in complex environments. Back in January, Waymo struck a child near a Santa Monica elementary school, and the vehicles have been involved in several instances of passing stopped school buses.

As of early 2026, the company operates about 3,000 robotaxis across ~10 US metropolitan areas, providing over 500,000 paid rides per week.

D-Wave Quantum reports lower-than-expected Q1 sales, though backlog booms on major deals

Bookings at the end of Q1 were $33.4 million, up from $13.4 million in Q4 and $1.6 million a year ago.

Julich Research Center Inaugurates Europe's First 5,000+ Qubit Quantum Computer

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