The latest market insight from ICM reports that October brought another month of gains for U.S. equities, supported by solid earnings and a widely anticipated rate cut from the Federal Reserve. The tone shifted in early November, with markets giving back some ground as investors reassessed valuations and the policy path. Some recent risks have eased, including a pause in U.S.-China trade tensions and the resolution of the federal shutdown. Others persist. Inflation remains ab

Q-CTRL, the global leader in quantum infrastructure software, QuantWare, the world’s highest-volume supplier of commercial quantum processing units, and Qblox, the global leader in quantum computing control stacks, announced the launch of the Quantum Utility Block (QUB), a family of full-stack, pre-validated quantum computer reference implementations built on a modularised architecture. The QUB model is designed to give quantum system purchasers and adopters an accessible, co

The Q-CTRL and RIKEN teams pictured with IBM Quantum System Two in Kobe, Japan Q‑CTRL and RIKEN, a national research institute in Japan, announced the integration of Q-CTRL’s performance management software Fire Opal with RIKEN’s IBM Quantum System Two. The system is deployed within the RIKEN Center for Computational Science, Japan's Premier High-Performance Computing center, and co-located with Japan's flagship supercomputer Fugaku. Read the full announcement here .

Is there an AI bubble, and does it matter? Our team at ICM HPQC Fund (HPQC) is often asked whether today’s valuations in AI are sustainable. Answer: when you invest in the underlying compute infrastructure, the bubbles matter far less. The demand for memory, bandwidth, switching, fabrication and cooling continues to rise faster than supply. That gap is physics driven, not sentiment driven - and it is where HPQC sees long-term opportunity, regardless of which AI software platf