Analyst Backs 3 Quantum Stocks as Market Seen Reaching $72 Billion by 2035

3 articles · Updated · Yahoo Finance · Sep 4

Alphabet, IonQ and Nvidia were singled out as the analyst’s top quantum-computing stock picks, with the call framed as a way to gain exposure before the technology matures.
McKinsey projects the quantum industry could generate $72 billion in annual revenue by 2035, underpinning the bullish view that the field can become a major new computing market.
Quantum systems use qubits rather than binary bits, a design the report says could eventually solve nonlinear problems far faster than classical supercomputers.
The thesis is that practical gains are still years away—roughly 5 to 10 years—but could spill into AI processing, logistics optimization and weather forecasting once hardware improves.
The three-stock list reflects a balanced bet across legacy tech and newer specialists, with Alphabet highlighted among big-cap players investing heavily in quantum breakthroughs.