Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action,

news, and analysis.

Good afternoon. Today is Thursday, September 4th, and I'm your host, Kim Kahn. Our top story

so far, Nvidia's Venture Capital Unit is investing in Honeywell's Quintinium Quantum Computing

Unit for the first time.

The investment is part of a $600 million funding round that values the unit at $10 billion.

The new funding will help boost Continuum's advancement of quantum computing at scale

and go towards the launch of Helios, Continuum's next-gen quantum computing system.

Honeywell CEO Vumal Kapoor said, we have complete confidence in

Continuum's ability to continue to lead the quantum revolution and create long-term value for its

investors and customers. Other quantum computing stocks such as IONQ, Rgeti Computing, Riket Quantum,

quantum computing, and D-Wave Quantum are higher on the back of the news.

In addition, INQ announced results of a collaborative research program between the company,

AstraZeneca, Amazon Web Services, and NVIDIA to help develop and show a quantum-accelerated

computational chemistry workflow. The demonstration focused on a critical step in a Suzuki

Mayora reaction, a class of chemical transformations used for the synthesis of small molecule drugs.

The team achieved more than 20 times improvement in end-to-end time to solution compared to previous

benchmarks. And AI dominated active stocks. Following weaker than expected guidance from Salesforce, Wall Street analysts said that the prospect and hope of artificial intelligence has not helped the company turn the corner. Yet.

Evercore ISI analyst Kirk Matern said, while we do not see this quarter as the unlock for the bull case, at these levels we believe stabilization in the second half constant currency subs revenue

is good enough to start shifting sentiment in a more positive direction.

That said, seeing is believing, and while we believe the risk-reward continues to skew to the upside,

if thinking out three to four months, shares are likely in a holding pattern until Dreamforce in mid-October.

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