Investing Insights

Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?


Listen Later

Quantum computing stocks have surged in popularity over the past year, capturing investors’ enthusiasm on the coattails of the artificial intelligence boom. These buzzy names took off last summer after a slew of announcements and research breakthroughs from the biggest players in the tech industry like Alphabet GOOGL/GOOG, Amazon AMZN and Microsoft MSFT. Quantum computing promises to be one of the most transformative technological developments of the next few decades, but Morningstar’s analysts caution that mainstream market adoption could be a long away. Dan Romanoff, a senior equity research analyst on the technology team at Morningstar, discusses new developments in the quantum computing landscape and the best way for investors to get exposure in their portfolios now.

Quantum Computing Market Insights

On this episode:

00:00:00 Welcome

00:01:28 What Is Quantum Computing?

00:04:37 Why Are Computing Stocks Attracting Investors?

00:12:45 Quantum Technology Isn’t Yet Ready for the Mainstream

00:18:19Quantum Could Represent a $200 Billion Market

00:22:48Winners and Losers in Quantum Computing Stocks

00:25:28How To Invest in Quantum Computing Now

 

 

Watch more from Morningstar:

How to Generate Steady Income in 2026

All in on Magnificent 7? Where You Should Invest Next

9 Top ETFs for Income Investors That Stood Out in 2025

 

Follow Morningstar on social:

Facebook https://www.facebook.com/MorningstarInc/

https://x.com/MorningstarInc

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

 


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

...more
View all episodesView all episodes
Download on the App Store

Investing InsightsBy Morningstar

  • 4.2
  • 4.2
  • 4.2
  • 4.2
  • 4.2

4.2

499 ratings


More shows like Investing Insights

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,229 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,726 Listeners

Rule Breaker Investing by The Motley Fool

Rule Breaker Investing

948 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

300 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,043 Listeners

Schwab Market Update Audio by Charles Schwab

Schwab Market Update Audio

362 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

600 Listeners

The Long View by Morningstar

The Long View

933 Listeners

Sound Investing by Paul Merriman

Sound Investing

352 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,314 Listeners

Simple, but Not Easy by Morningstar

Simple, but Not Easy

83 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,572 Listeners

Barron's Live by Barron's Live

Barron's Live

212 Listeners

Investing Experts by Seeking Alpha

Investing Experts

74 Listeners

On Investing by Charles Schwab

On Investing

335 Listeners

Big Picture In Practice by Morningstar, Ben Johnson, Julie Willoughby

Big Picture In Practice

13 Listeners

The Morning Filter by Morningstar

The Morning Filter

46 Listeners