MSFT and IBM ride AI-quantum momentum as hyperscalers pour billions into infrastructure, with analysts seeing up to 38% upside amid rising demand.
You would think something named Defiance Quantum ETF would give you reasonable investment exposure to the embryonic quantum computing field. Actually, it doesn't even come close. Its current investment exposure to quantum computing amounts to less than 3% of the portfolio. The rest is a solid cross-section of tech in general, excluding quantum computing stocks. Hip, hip hooray for QTUM's lawyers. Logically, the prospectus and the related documents pass muster. But extremes in lawyer logic do not necessarily match how investors think.
Nvidia stock is up about 13% this year.
With quantum computing firms making bigger and bigger headlines thanks to their technological achievements in recent quarters, it's no wonder that enthusiasm for these companies has skyrocketed. However, the reality that many firms are far from profit and widespread marketability has depressed share prices across the board.
Quantum computing stocks got a lift this week because April 14 (or 4.14 for those that know) was World Quantum Day. The fact that this was enough to give the sector a lift shows that there's a considerable amount of hype around this sector and these stocks.
Xanadu Quantum (NASDAQ: XNDU) is on track to closing up nearly 30% on Apr. 16 after Nvidia announced its new “Ising” artificial intelligence (AI) models. As investors reacted to NVDA's claim that its new open-source models promise to “revolutionize” error correction, XNDU pushed to a high of as much as $42 on Thursday afternoon.
Pulsar Helium (PSRHF) offers a highly speculative, early-stage play on domestic US helium, with its Topaz Project in Minnesota showing world-class helium-4 and rare helium-3 concentrations. Appraisal wells report helium-4 concentrations up to 14.5% and helium-3 at 11.2–11.9 ppb, positioning it to capitalize on demand from quantum computing, space launches, data centers, & advanced tech. Despite a strong management and a unique asset, PSRHF faces significant dilution risk, a looming debt maturity wall in late 2026, and the challenge of competing with "by-product helium."
IonQ stands out in April as quantum computing gains traction, with surging revenues, strong outlook and rising enterprise adoption signaling upside.
Quantum computing stocks are rallying Wednesday, with a bit of help from AI chip leader Nvidia.
The Nasdaq Composite (IXIC) yesterday tapped its longest win streak in nearly five years.
Yesterday was World Quantum Day, a day dedicated to raising awareness of the physics that powers the quantum computers of tomorrow.
Recent advancements from Nvidia could make it easier for quantum companies to achieve commercial milestones.