While artificial intelligence (AI) investing may dominate the headlines, quantum computing investing is the next big thing. Quantum computing can unlock problem-solving capabilities that have previously been unthinkable, and we’re rapidly approaching the point when this technology becomes viable and deployed in several use cases around the world.
This will lead to some stocks soaring, and I think positioning yourself early in these stocks is a great idea, as they could skyrocket if their technology becomes widely adopted.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
Three that I’ve got my eye on are IonQ (NYSE: IONQ), D-Wave Quantum (NYSE: QBTS), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). These three represent a great, balanced approach and spread investors’ bets out.
IonQ and D-Wave Quantum are quantum computing-focused start-ups that have one mission: To create viable quantum computing. If they fail at this task, then their stocks will likely head to $0, and investors will lose everything. While that’s a scary proposition, investing in quantum computing stocks is a lot like biotech. There will be a lot of competitors, and relatively few winners. However, I think IonQ and D-Wave have what it takes to make it to the finish line.
The biggest issue with quantum computing is accuracy. Right now, quantum computing benefits are well-known, but its consistency and ability to deliver trustworthy results are in question. As a result, investing in companies that are leading the way in terms of accuracy is a smart idea.
IonQ is currently the worldwide leader in the most commonly used accuracy metric. This gives it a leg up on the competition, and that’s actually showing up in its financial results. During the fourth quarter of 2025, IonQ’s revenue rose 429% year over year to $62 million, with that revenue coming from some product sales and research contracts. This is well above most competitors’ revenue, and 2026 looks to be more of the same, with management expecting $235 million in revenue, up from the $130 million it recognized in 2025.
IonQ’s technology is clearly the most popular in quantum computing right now, but D-Wave is also a compelling investment.
D-Wave Quantum isn’t pursuing a broad-purpose quantum computer. Instead, it’s tailoring its approach to solve optimization problems, such as logistic networks and AI inference. These are among the biggest use cases for quantum anyway, giving it a big enough market to operate in. D-Wave similarly reported huge growth, with revenue rising 179% to $25 million in Q4.
