Quantum Stocks Are Booming — S&P Global Says 2026 'Is Triggering Change' - Benzinga
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April 16, 2026 2:13 PM
Quantum Stocks Are Booming — S&P Global Says 2026 'Is Triggering Change'
by Erica Kollmann Benzinga Staff Writer
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IONQ
IonQ Inc
$44.63
-0.12%
EDGE RANKINGS
Momentum
54.55
Growth
N/A
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N/A
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OVERVIEW
RGTI
Rigetti Computing Inc
$19.41
-0.23%
XNDU
Xanadu Quantum Technologies Ltd
$28.48
-12.8%
INFQ
Infleqtion Inc
$16.30
12.9%
NVDA
NVIDIA Corp
$200.38
1.02%
QBTS
D-Wave Quantum Inc
$21.52
-%
QUBT
Quantum Computing Inc
$9.52
0.79%
A wave of momentum is tearing through quantum computing stocks this week after Nvidia Corp. (NASDAQ:NVDA) unveiled a new AI toolset for quantum processors, landing on top of a fresh S&P Global report that paints 2026 as a breakout year for the sector.
XNDU stock is racing higher. See the chart and price action here.
Quantum stocks have surged across the board.
Xanadu Quantum Technologies (NASDAQ:XNDU) has exploded more than 430% this week and the rally showed no signs of cooling on Thursday.
Infleqtion Inc. (NYSE:INFQ) has gained 25% and IonQ Inc. (NYSE:IONQ) has jumped roughly 57% so far this week, putting it on track for its strongest rally since late 2024.
D-Wave Quantum Inc. (NYSE:QBTS) is up about 46%, heading for its best week since September.
Rigetti Computing Inc. (NASDAQ:RGTI) has gained more than 30%, and Quantum Computing Inc. (NASDAQ:QUBT) is up on the week.
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‘Quantum Has Been Catalyzed'
Traders read Nvidia's launch of the Ising family of open-source AI models as a sector-wide catalyst rather than just a technical update — and the macro backdrop reinforced that bet.
An S&P Global 451 Research report found that global quantum investment surpassed $55 billion in 2025, with market revenue projected to jump from roughly $2.5 billion in 2025 to nearly $9 billion in 2026.
"Only a few months into 2026, the quantum computing industry has been catalyzed: M&A activity is surging, investment continues to grow … and deployment and commercial conversations are increasingly supplanting hypotheticals," the analysts wrote.
The report also noted that 76% of enterprise respondents now believe quantum computing will deliver material value within five years.
"2025 ignited interest. 2026 is triggering change," S&P Global analysts wrote.
Quantum computing is no longer a lab-stage curiosity — and this week’s price action suggests Wall Street is starting to price that in.
Photo: Dragon Claws / Shutterstock
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