WS #16899

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Holding: newest synthesis is 4d 22h old

Intel is reportedly acquiring quantum computing startup Classiq for $2.3 billion, signaling a major bet on quantum infrastructure as a differentiator against rivals. Concurrently, Vertex Pharmaceuticals raised its FY2026 adjusted EBITDA guidance and outlined a ~30% adjusted EBITDA margin for 2027, reflecting strong pricing power in its cystic fibrosis portfolio. These moves highlight selective strength in deep tech and biotech, even as broader macro sentiment wavers.

Tech Earnings & M&A

Intel is reportedly acquiring quantum computing startup Classiq for $2.3 billion, signaling a major bet on quantum infrastructure as a differentiator against rivals. Concurrently, Vertex Pharmaceuticals raised its FY2026 adjusted EBITDA guidance and outlined a ~30% adjusted EBITDA margin for 2027, reflecting strong pricing power in its cystic fibrosis portfolio. These moves highlight selective strength in deep tech and biotech, even as broader macro sentiment wavers.

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