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

Investing Insights

Jan 16, 2026•31 min•Ep. 362

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Episode description

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

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