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Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock <\/p>\n
After weeks of excitement in the quantum computing space, reality hit hard in late October.<\/p>\n
In a recent episode of\u00a0Market on Close<\/a>, co-hosts \u201cTwitter Tom\u201d and John Rowland discussed the sudden selloff in quantum stocks \u2014 and how one classic tech name, IBM (IBM)<\/a>, might actually be the most stable play in the space.<\/p>\n Quantum Stocks in Freefall<\/p>\n It\u2019s been a rough stretch for\u00a0the quantum computing industry<\/a>.<\/p>\n \u201cQuantum stocks have been dumping hard,\u201d Tom noted. \u201cA few notable ones lost more than a third of their value in just five days.\u201d<\/p>\n Names like IonQ (IONQ)<\/a>, Rigetti (RGTI)<\/a>, and D-Wave (QBTS)<\/a> \u2014 all favorites of speculative traders \u2014 were rocked by extreme volatility after a brief rally sparked by a rumored government funding announcement.<\/p>\n That rumor, suggesting a potential $10 million in federal investment across a handful of quantum startups, was later dismissed by the administration, leaving many stocks reeling.<\/p>\n \u201cSome of these companies are burning $100 million a year,\u201d John observed. \u201cSo $10 million would barely cover a month of operations.\u201d<\/p>\n The Problem with Pure-Play Quantum Stocks<\/p>\n The allure of quantum computing is clear. The technology could reshape industries from cybersecurity to pharmaceuticals.<\/p>\n But right now, most \u201cpure-play\u201d quantum stocks are pre-revenue companies with limited commercial traction, small market caps, and high cash burn.<\/p>\n They\u2019re priced more on hope than earnings, creating a classic recipe for volatility.<\/p>\n IBM: The Quiet Giant of Quantum Computing<\/p>\n While speculative startups chase headlines, old-school tech stock IBM has quietly been building real infrastructure.<\/p>\n www.barchart.com<\/a><\/p>\n \u201cIBM\u2019s been in this space for years,\u201d John said. \u201cIf you think about Watson, that was really the beginning of their quantum journey.\u201d<\/p>\n Today, IBM operates more quantum computers than any other company in the world and provides access to the technology for academic institutions and enterprises through its IBM Quantum Network.<\/p>\n It\u2019s not just a moonshot; it\u2019s a diversified business backed by over $60 billion in annual revenue and a 2% dividend yield.<\/p>\n \u201cIf I told investors they could get quantum exposure through a company with a $260 billion market cap and a dividend,\u201d John added, \u201cI think most would jump at it.\u201d<\/p>\n Balancing Innovation with Stability<\/p>\n IBM\u2019s story highlights a valuable lesson for investors: You don\u2019t always need to buy the riskiest stock in an emerging trend to profit from it.<\/p>\n While stocks like IonQ, Rigetti, and D-Wave capture speculative upside, IBM offers exposure to the same quantum innovation \u2014 but with established earnings, cash flow, and dividends to help cushion volatility.<\/p>\n That blend of innovation and income could make IBM a compelling \u201cpick-and-shovel\u201d play for long-term investors who want to participate in quantum without the rollercoaster.<\/p>\n Where to Track Quantum & AI Opportunities<\/p>\n You can explore opportunities in both the speculative and stable sides of the quantum subsector on Barchart:<\/p>\n Whether you\u2019re exploring high-growth tech or steady dividend payers, Barchart\u2019s watchlists and screeners allow you to filter by dividend yield, market cap, performance, and more.<\/p>\n Final Takeaway<\/p>\n Quantum computing may still be years from profitability, but the infrastructure to support it is being built today.<\/p>\n \u201cIBM\u2019s not chasing the hype,\u201d John concludes. \u201cThey\u2019re building the future \u2014 and getting paid while doing it.\u201d<\/p>\n Watch the Clip<\/a>: 1 Blue-Chip Quantum Stock to Watch<\/p>\n On the date of publication, Barchart Insights<\/a> did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock After weeks of excitement in the quantum…\n","protected":false},"author":2,"featured_media":270491,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,276,277,49,48,33969,61],"class_list":["post-270490","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-ca","tag-canada","tag-n-a","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/270490","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=270490"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/270490\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/270491"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=270490"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=270490"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=270490"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![](\"https:\/\/www.newsbeep.com\/ca\/wp-content\/uploads\/2025\/11\/0sxbdmyq0q9vixcu.png\")
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