Quantum Stocks Are Booming — S&P Global Says 2026 'Is Triggering Change'

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. 

‘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.

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