Quantum Computing Stocks to Watch: Intel, RTX, and IonQ

Investing in quantum computing stocks could offer long-term investors a chance to benefit from new technology and market growth. Intel, RTX, and IonQ are top picks with bullish investor sentiment and analyst consensus of Hold or Moderate Buy. TipRanks' Smart Investor Newsletter provides top investment ideas and analysis to help self-directed investors make informed decisions.

Quantum computing, a revolutionary technology with the potential to solve complex problems at unprecedented speeds, is attracting significant investor interest. Companies like Intel, RTX, and IonQ are at the forefront of this technological evolution, offering opportunities for long-term investors seeking exposure to this burgeoning market. This article explores the potential benefits of investing in quantum computing stocks and highlights the strategic partnerships that are driving innovation in the field.

IBM and AMD's Quantum Computing Partnership

One of the most notable developments in the quantum computing landscape is the partnership between IBM (IBM) and Advanced Micro Devices (AMD). Announced in early 2025, this collaboration aims to merge quantum computing with high-performance computing (HPC) and artificial intelligence (AI) to create hybrid systems that can redefine scientific discovery and industrial optimization [1]. The partnership leverages IBM's expertise in quantum hardware and software, including the Qiskit ecosystem, and AMD's experience in high-performance computing power and AI accelerators.

The collaboration has already sparked market optimism, with IBM's stock rising over 1% and AMD's stock surging nearly 3% on the day of the announcement [1]. The strategic synergy between IBM and AMD is rooted in their complementary strengths, with IBM bringing foundational tools for quantum mechanics and AMD providing advanced CPUs, GPUs, and FPGAs for parallel processing and real-time data analysis. Together, they are building hybrid systems that combine the best of both quantum and classical computing worlds.

Market Dynamics and Investment Opportunities

The quantum computing market is transitioning from theoretical promise to tangible applications, with industries such as pharmaceuticals, logistics, and finance eager to adopt hybrid systems for drug discovery, supply chain optimization, and predictive modeling [3]. The IBM-AMD partnership is not just about incremental innovation; it represents a calculated move to position both companies as architects of the next computing era.

Investors should pay close attention to the partnership's planned 2025 demonstration of hybrid workflows, which will be a pivotal milestone showcasing how quantum and classical systems can collaborate to tackle problems beyond the reach of either alone [3]. The success of this demonstration will validate the partnership's potential and could accelerate the adoption of quantum-HPC tools, creating long-term value creation through recurring revenue streams and enterprise licensing.

Top Quantum Computing Stocks

Intel (INTC), RTX (NVDA), and IonQ (IONQ) are top picks with bullish investor sentiment and analyst consensus of Hold or Moderate Buy. Intel is a leader in semiconductor technology, with a strong focus on developing quantum computing capabilities. RTX, known for its AI-driven HPC, is doubling down on AI-driven computing, positioning itself as a key player in the quantum computing market. IonQ, a pure-play quantum startup, is engaged in developing high-performance quantum systems for commercial and research use cases [2].

Conclusion

Investing in quantum computing stocks offers long-term investors a chance to benefit from new technology and market growth. The IBM-AMD partnership is a strategic bet on the future of computing, with the potential to redefine the boundaries of what's possible. By combining quantum and classical technologies, these companies are addressing the limitations of both, creating systems that can solve problems previously deemed impossible. For investors, this represents a rare opportunity to back a strategic alliance that's not only shaping the future of technology but also redefining the rules of market leadership.

References

[1] https://www.investors.com/news/technology/quantum-computing-ibm-amd-partnership-ibm-stock/
[2] https://www.marketscreener.com/news/ionq-appoints-former-ariba-cloudera-cfo-jim-frankola-to-board-of-directors-ce7c50dfd18bf72d
[3] https://www.ainvest.com/news/ibm-amd-quantum-computing-partnership-catalyst-tech-decade-2508/