Quantinuum

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Quantinuum

  • Top-Line Growth: Management confirmed that existing bookings and contract backlogs already support >100% year-over-year revenue growth in 2027, outstripping early Street models that initially projected ~68% growth.
  • Profitability Horizon: Quantinuum is projected to remain unprofitable through 2027–2028 as R&D spending expands. Management is currently targeting free cash flow (FCF) breakeven by 2030.

Bitcoin

Posted on | by Leon Hinde | Leave a Comment on Bitcoin

Crypto markets experienced a significant recovery during Q3 2026, driven by bitcoin and ether, which surged 43% and 70% from their Q2 lows, respectively. This momentum likely stems from increasing optimism as regulatory frameworks for cryptocurrencies advance in Washington.

Defence ETF

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VanEck Global Defence

—while DFND (VanEck Global Defence ETF) focuses on traditional and broad global military contractors that derive over 50% of their revenue directly from defence, aerospace, and software, placing a heavier emphasis on international (non-US) diversification

  • Palantir Technologies Inc. (Class A): 9.88%
  • RTX Corp: 7.86%
  • Thales SA: 6.95%
  • Hanwha Aerospace Co Ltd: 6.73%
  • Saab AB (Class B): 5.67%
  • Leonardo SpA: 5.47%
  • Elbit Systems Ltd: 5.46%
  • Curtiss-Wright Corp: 4.34%
  • Kongsberg Gruppen ASA: 3.98%
  • Singapore Technologies Engineering Ltd: 3.80%