Quantum Computing… In Space!

Nov 11, 2025

Guest

Keith Speights

Guest

Jason Hall

In this discussion, Jason Hall, a Fool analyst with a knack for technology insights, and Keith Speights, an expert on space-sector fundamentals, dive into the intersections of quantum computing, AI, and space stocks. They dissect CoreWeave's impressive growth and the ongoing AI infrastructure arms race. The duo also assesses promising quantum firms like Rigetti and IonQ versus tech giants, while highlighting Rocket Lab's resilience in a challenging market. Finally, they explore AST SpaceMobile’s ambitious plans for satellite-to-cell services, spotlighting its critical 2026 timeline.

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INSIGHT

CoreWeave Growth Versus Cash-Drain

CoreWeave shows explosive revenue growth and improving margins but faces massive CapEx and debt servicing that constrain shareholder returns.
Jason Hall warns its infrastructure nature and potential commoditization could limit long-term pricing power.

INSIGHT

Operational Dependencies Are Material Risks

CoreWeave depends on third-party contractors and power availability, which can delay projects and revenue recognition.
Keith Speights highlights operational dependencies as real risks despite strong quarter results.

INSIGHT

Quantum Stocks Are Still Nascent

Quantum computing firms like Rigetti remain early-stage and low-revenue compared with AI infrastructure peers.
Keith notes milestones (150+ qubits in 2025; 1,000 qubits by 2027) are ambitious but far from proven commerciality.

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We’re mashing up quantum computing, AI infrastructure, and space stocks as we dig into a handful of headline-grabbing earnings reports. From GPU farms on the ground to satellites in orbit, we’re asking what’s investable now… and what still belongs in the “sci-fi someday” bucket.

Emily Flippen, Jason Hall, and Keith Speights:

- Break down CoreWeave’s latest results, including booming backlog, heavy capex, and whether an AI infrastructure arms race can still reward shareholders.

- Compare CoreWeave’s reality to “up-and-coming” quantum names like Rigetti, IonQ, D-Wave, and QUBT – and make the case for (or against) taking the tech-giant route with Alphabet or Microsoft instead.

- Explain why Rocket Lab’s record revenue, rising margins, and growing backlog are bright spots in a bruised space sector – and how government shutdown drama factors into the story.

- Dig into AST SpaceMobile’s satellite-to-cell strategy, big-name carrier partners, ambitious launch plans, and why 2026 could be a make-or-break year for the stock.

Companies discussed: CRWV, RGTI, RKLB, SPCE, ASTS

Host: Emily Flippen, Jason Hall, Keith Speights

Producer: Anand Chokkavelu

Engineer: Dan Boyd

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