{"id":59710,"date":"2025-10-07T21:17:20","date_gmt":"2025-10-07T21:17:20","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/59710\/"},"modified":"2025-10-07T21:17:20","modified_gmt":"2025-10-07T21:17:20","slug":"news-flash-amazon-is-piling-into-wall-streets-hottest-quantum-computing-stock","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/59710\/","title":{"rendered":"News Flash: Amazon Is Piling Into Wall Street&#8217;s Hottest Quantum Computing Stock"},"content":{"rendered":"<p>                                    Key Points<\/p>\n<p>Form 13Fs allow investors to track which stocks Wall Street&#8217;s brightest investment managers &#8212; and businesses &#8212; were buying and selling in the latest quarter.<\/p>\n<p>Though Amazon is best-known for its leading position in e-commerce and cloud infrastructure services (via AWS), it also has $2.4 billion investment portfolio.<\/p>\n<p>The only stock Amazon purchased shares of in the June-ended quarter is Wall Street&#8217;s most-valuable quantum computing pure-play. <\/p>\n<p><a class=\"text-cyan-800 hover:text-cyan-600\" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=f08c4c52-03fb-453c-b26a-8613bbc3f9e1&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-nonbbn-kp%3Faid%3D8867%26source%3Disaedikp0000069%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Dkeypoints_pitch_feed_partner%26ftm_pit%3D17995\" rel=\"nofollow noopener\" target=\"_blank\">10 stocks we like better than IonQ \u203a<\/a><\/p>\n<p>For most investors, earnings season is the pinnacle of every quarter. Over a six-week period, the stock market&#8217;s most-influential businesses lift their proverbial hoods and give investors a look at how they&#8217;ve performed over the prior three-month period. It serves as an excellent barometer of Wall Street&#8217;s health.<\/p>\n<p>But earnings reports aren&#8217;t the only way to judge which stocks and trends are firing on all cylinders.<\/p>\n<p>Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. <a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=7482530d-9ccb-4c45-a626-1d4a1fd85f6f&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-bn%3Faid%3D8867%26source%3Disaeditxt0001159%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Dtop_incontent_pitch_feed_partner%26ftm_pit%3D18402&amp;utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" rel=\"nofollow noopener\" target=\"_blank\">See the stocks \u00bb<\/a><\/p>\n<p>No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file <a href=\"https:\/\/www.fool.com\/terms\/f\/form-13f\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" target=\"_blank\" rel=\"nofollow noopener\">Form 13F<\/a> with the Securities and Exchange Commission. This filing allows investors to track which stocks, exchange-traded funds, and select options Wall Street&#8217;s shrewdest money managers bought and sold in the latest quarter.<\/p>\n<p><img decoding=\"async\" alt=\"A parent holding an Amazon package under their arm, while their child holds a door open for them.\" src=\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2025\/10\/1759871839_760_\"\/><\/p>\n<p class=\"caption\">Image source: Amazon.<\/p>\n<p>However, there&#8217;s a catch to the above statement: <a href=\"https:\/\/www.fool.com\/investing\/2025\/08\/11\/alphabet-no-1-holding-moonshot-stock-no-2-was-sold\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" target=\"_blank\" rel=\"nofollow noopener\">13Fs aren&#8217;t limited to individuals<\/a>. Companies that are investing more than $100 million in AUM are also required to disclose their holdings via 13F. This includes <a href=\"https:\/\/www.fool.com\/terms\/t\/trillion-dollar-club\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" target=\"_blank\" rel=\"nofollow noopener\">trillion-dollar club<\/a> member Amazon <a href=\"https:\/\/www.nasdaq.com\/market-activity\/stocks\/amzn\" rel=\"nofollow noopener\" target=\"_blank\">(NASDAQ: AMZN)<\/a>, which closed out the June quarter with more than $2.4 billion in AUM.<\/p>\n<p>Amazon is much more than just e-commerce and AWS<\/p>\n<p>Most people are <a href=\"https:\/\/www.fool.com\/investing\/2025\/09\/28\/prediction-wall-street-most-valuable-company-2030\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" target=\"_blank\" rel=\"nofollow noopener\">familiar with Amazon because of its world-leading e-commerce platform<\/a>, which draws billions of unique visitors to its site each month. Though selling goods online is a key driver of revenue, and e-commerce acts as the consumer-facing brand for the company, it&#8217;s a generally low-margin segment that isn&#8217;t too important to profitability.<\/p>\n<p>Arguably <a href=\"https:\/\/www.fool.com\/investing\/2025\/01\/14\/prediction-wall-street-first-5-trillion-not-nvidia\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" target=\"_blank\" rel=\"nofollow noopener\">the biggest puzzle piece that defines Amazon&#8217;s success<\/a> is its cloud infrastructure service platform Amazon Web Services (AWS), which accounted for 32% of global cloud infrastructure service spend in the second quarter, per tech-analysis firm Omdia.<\/p>\n<p>Despite representing less than 19% of Amazon&#8217;s net sales through the first-half of 2025, AWS is responsible for close to 58% of its operating income. The <a href=\"https:\/\/www.fool.com\/terms\/o\/operating-margin\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" target=\"_blank\" rel=\"nofollow noopener\">operating margin<\/a> associated with AWS is light years higher than the operating margin associated with selling goods through an online marketplace. AWS has been growing at a consistent high-teens percentage on a year-over-year basis, with the prospect of growth reaccelerating thanks to the incorporation of artificial intelligence (AI) solutions into the platform.<\/p>\n<p>But Amazon is more than just online retail sales, AWS, and a company with fast-growing subscription and advertising services. It&#8217;s also an investor in some of its business partners.<\/p>\n<p>As of June 30, Amazon held stakes in nine publicly traded companies. The largest of these stakes stems from an investment made in electric-vehicle manufacturer Rivian Automotive <a href=\"https:\/\/www.nasdaq.com\/market-activity\/stocks\/rivn\" rel=\"nofollow noopener\" target=\"_blank\">(NASDAQ: RIVN)<\/a> six years ago. Amazon&#8217;s logistics division also <a href=\"https:\/\/www.fool.com\/investing\/2023\/04\/17\/popular-ev-stock-soar-210-or-lose-100-wall-street\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" target=\"_blank\" rel=\"nofollow noopener\">placed an order for 100,000 electric delivery vans from Rivian<\/a>. When Rivian officially became a public company in 2021, Amazon began reporting its stake via 13Fs.<\/p>\n<p>While Rivian accounts for 89% of the value of Amazon&#8217;s investment holdings, it&#8217;s the newest addition to this $2.43 billion portfolio that&#8217;s turning heads.<\/p>\n<p><img decoding=\"async\" alt=\"Silver dice that read, buy and sell, being rolled across a digital screen displaying stock charts and volume data.\" src=\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2025\/10\/1759871840_627_\"\/><\/p>\n<p class=\"caption\">Image source: Getty Images.<\/p>\n<p>Wall Street&#8217;s quantum computing darling is on Amazon&#8217;s menu<\/p>\n<p>Although AI has arguably been the hottest thing since sliced bread over the last three years, a strong case can be made that <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/quantum-computing-stocks\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" target=\"_blank\" rel=\"nofollow noopener\">quantum computing stocks<\/a> are even hotter. Quantum computing relies on quantum mechanics to solve complex problems that traditional computers can&#8217;t do. It has the potential to be particularly helpful in refining drug development and speeding up the pace by which AI algorithms help systems learn and become more efficient.<\/p>\n<p>Over the trailing-12-month period, as of the closing bell on Oct. 3, we&#8217;ve witnessed gains in quantum computing stocks of:<\/p>\n<p>IonQ <a href=\"https:\/\/www.nasdaq.com\/market-activity\/stocks\/ionq\" rel=\"nofollow noopener\" target=\"_blank\">(NYSE: IONQ)<\/a>: 696%<br \/>\nRigetti Computing: 5,130%<br \/>\nD-Wave Quantum: 3,460%<br \/>\nQuantum Computing: 3,630%<\/p>\n<p>During the second quarter, Amazon&#8217;s 13F shows the only purchase it made was 854,207 shares of IonQ, which at the time had a market value of $36.7 million. If Amazon hasn&#8217;t sold a share, this same position would be worth $62.6 million, as of Oct. 3.<\/p>\n<p>Similar to other trillion-dollar club investors, such as Nvidia and Alphabet, the investment positions Amazon takes tend to be in its business partners. IonQ certainly fits the bill.<\/p>\n<p>Although it&#8217;s a nascent operating model when compared to Amazon&#8217;s online marketplace, AWS, Prime subscriptions, and advertising, <a href=\"https:\/\/www.fool.com\/investing\/2025\/06\/22\/the-smartest-way-to-play-quantum-computing-may-alr\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" target=\"_blank\" rel=\"nofollow noopener\">Amazon does have a quantum cloud-computing service known as Braket<\/a> (which runs on AWS). This on-demand platform allows clients access to quantum computers to run simulations and\/or execute algorithms. IonQ&#8217;s trapped-ion quantum computers are being used by Braket, which is the connection Amazon has to Wall Street&#8217;s quantum computing darling.<\/p>\n<p>While some industry pundits expect sky-high growth from quantum computing stocks, with Boston Consulting Group projecting $450 billion to $850 billion in economic value created by this technology come 2040, <a href=\"https:\/\/www.fool.com\/investing\/2025\/01\/22\/2-quantum-computing-stocks-plunge-80-wall-street\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" target=\"_blank\" rel=\"nofollow noopener\">there&#8217;s quite a bit of frothiness built into the valuation of Amazon&#8217;s newest investment<\/a>.<\/p>\n<p>On one hand, sales growth forecasts for IonQ are eyebrow-raising, with revenue projected to increase 112% this year from the prior-year period. On the other hand, IonQ is starting from a low basis. Even with sales forecast to quadruple from 2024 to 2026, its forward-year <a href=\"https:\/\/www.fool.com\/terms\/p\/price-to-sales-ratio-value-stocks\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" target=\"_blank\" rel=\"nofollow noopener\">price-to-sales (P\/S) ratio<\/a> is an absurd 138!<\/p>\n<p>To add fuel to the fire, IonQ isn&#8217;t particularly close to being profitable. In fact, its operating loss more than doubled to $236.3 million through the first-half of 2025 compared to the comparable period last year. Higher research and development costs are likely to keep IonQ in the red for many years to come.<\/p>\n<p>Lastly, every game-changing technological advancement for more than 30 years has <a href=\"https:\/\/www.fool.com\/investing\/2025\/08\/30\/witness-history-3-bubbles-occurring-at-same-time\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" target=\"_blank\" rel=\"nofollow noopener\">needed time to mature and endured an early stage bubble-bursting event<\/a>. Investors (and businesses) consistently overestimate the early innings adoption rate and\/or utility of new technologies &#8212; and there&#8217;s a very high probability quantum computing isn&#8217;t the exception to this unwritten rule.<\/p>\n<p>Should you invest $1,000 in IonQ right now?<\/p>\n<p>Before you buy stock in IonQ, consider this:<\/p>\n<p>The Motley Fool Stock Advisor analyst team just identified what they believe are the <a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=78eb6322-a6dd-4243-9338-5c026ce75480&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-bn%3Faid%3D8867%26source%3Disaeditxt0001093%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_partners%26ftm_pit%3D17514&amp;utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" rel=\"nofollow noopener\" target=\"_blank\">10 best stocks<\/a> for investors to buy now\u2026 and IonQ wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n<p>Consider when Netflix made this list on December 17, 2004&#8230; if you invested $1,000 at the time of our recommendation, you\u2019d have $621,976!* Or when Nvidia made this list on April 15, 2005&#8230; if you invested $1,000 at the time of our recommendation, you\u2019d have $1,150,085!*<\/p>\n<p>Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 1,058% \u2014 a market-crushing outperformance compared to 191% for the S&amp;P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor.<\/p>\n<p><a class=\"ticker_pitch\" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=78eb6322-a6dd-4243-9338-5c026ce75480&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-bn%3Faid%3D8867%26source%3Disaeditxt0001093%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D17514%26ftm_veh%3Darticle_pitch_feed_partners%26company%3DIonQ&amp;utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=df699998-26c8-44de-b926-9f12539e6b27\" rel=\"nofollow noopener\" target=\"_blank\">See the 10 stocks \u00bb<\/a><\/p>\n<p>*Stock Advisor returns as of September 29, 2025<\/p>\n<p><a href=\"https:\/\/www.fool.com\/author\/1813\/\" rel=\"nofollow noopener\" target=\"_blank\">Sean Williams<\/a> has positions in Alphabet and Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, and Nvidia. The Motley Fool has a <a href=\"https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/\" rel=\"nofollow noopener\" target=\"_blank\">disclosure policy<\/a>.<\/p>\n<p class=\"body__disclaimer\">The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.<\/p>\n","protected":false},"excerpt":{"rendered":"Key Points Form 13Fs allow investors to track which stocks Wall Street&#8217;s brightest investment managers &#8212; and businesses&hellip;\n","protected":false},"author":2,"featured_media":161,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[353,85,46,125],"class_list":{"0":"post-59710","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-computing","8":"tag-computing","9":"tag-il","10":"tag-israel","11":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/59710","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=59710"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/59710\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/161"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=59710"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=59710"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=59710"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}