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

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

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Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing? is an episode from Investing Insights by Morningstar.

This episode is 00:31:00 long.

This episode was published on Jan 16, 2026.

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