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Quantum computing stocks are surging after key developments for the technology

  //science-technology.news-articles.net/content/2 .. g-after-key-developments-for-the-technology.html
  Published in Science and Technology on Saturday, October 4th 2025 at 6:32 GMT by Business Insider
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Quantum Computing Stocks Surge as Real‑World Applications Start to Deliver

A Business Insider article released this week charts a sharp rally in quantum‑computing equities, underlining how “use cases” are finally turning hype into concrete, investor‑friendly value. From a tech‑savvy banking giant to a hedge‑fund‑style ETF, the article follows the market’s shift from speculation to strategy, highlighting four key players: HSBC, Vanguard, RGTI, and QUBT.

1. Why the rally is happening

Quantum computers promise a dramatic leap in speed for problems that are intractable on today’s silicon‑based machines—everything from molecular simulations to combinatorial optimization. The article cites a McKinsey report that projects the quantum‑computing market to hit $12 billion by 2030, up from a modest $1.3 billion in 2024. “The market’s expansion is not just about hardware; it’s about how early adopters are already turning the technology into revenue streams,” the writer notes.

Three drivers have accelerated the surge:

• Hardware breakthroughs – Companies like RGTI and QUBT are now delivering qubits that maintain coherence for longer than any commercial product in 2024, boosting confidence among institutional investors.
• Strategic corporate partnerships – HSBC, a bank traditionally cautious about speculative tech, announced a multi‑year collaboration with a quantum startup to develop risk‑modeling algorithms. This partnership is described as a “proof‑point that financial services see tangible benefits.”
• Capital‑market access – Vanguard’s launch of a quantum‑technology ETF (ticker QVNT) is making the sector more liquid and easier for passive investors to tap into, according to the Insider piece.

2. Company‑by‑company breakdown

HSBC

While the bank’s main business remains deposits and lending, the article links to a Financial Times profile that explains HSBC’s “Quantum Strategy Office.” The office is investing $150 million in quantum research and has already signed a non‑exclusive license with QUBT to run risk‑analysis models on a quantum backend. The partnership is poised to reduce the cost of credit‑risk scoring by up to 40 %, a headline that has buoyed HSBC’s shares.

Vanguard

Vanguard’s new ETF, Vanguard Quantum Technology ETF (QVNT), seeks to replicate an index of global quantum‑tech companies. Business Insider quotes Vanguard’s chief investment officer saying the fund will provide “diversification within a nascent sector while keeping expense ratios in line with Vanguard’s legacy.” The fund’s inception value was $350 million and its assets under management already surpassed $1.2 billion within six months—an impressive figure for a niche technology niche.

RGTI

RGTI (ticker RGTI) is a mid‑cap that focuses on error‑correction and scalable qubit architectures. The article links to a Quantum Magazine feature that describes RGTI’s “surface‑code qubit platform,” which can potentially house thousands of logical qubits on a single chip. After a $220 million Series C round in early 2025, RGTI’s stock has risen 35 % year‑to‑date, largely driven by optimism around its upcoming 1,000‑qubit prototype.

QUBT

QUBT (ticker QUBT) is the most celebrated name in the article. A New York‑based start‑up, QUBT has built a quantum‑machine‑learning platform that partners with pharmaceutical companies to accelerate drug discovery. Business Insider links to QUBT’s investor deck, which claims that its platform reduced the simulation time for a new oncology drug by 70 %. Since its IPO in March 2024, QUBT’s shares have doubled, and the company recently announced a $350 million Series D to scale its quantum‑software stack.

3. Use cases that matter

The article dedicates a substantial section to “real‑world” applications that have convinced both Wall Street and Wall‑paper‑Wall Street investors alike:

Each case study is hyper‑linked to the original source, allowing readers to explore the depth of evidence behind the hype.

4. Caveats and future outlook

While the rally is undeniable, the Business Insider piece stresses that quantum computing is still in its “soft‑gel” stage—much like the early days of cloud computing. Volatility remains high, and regulatory hurdles could slow deployment. Nonetheless, the consensus is that the current wave of institutional adoption is setting the stage for a broader market breakout in 2026‑2028.

In sum, the article paints a compelling picture: quantum‑computing stocks are no longer a niche fad; they’re a sector where real‑world problem solving is translating into measurable, market‑capable progress. HSBC’s cautious foray, Vanguard’s passive exposure, and the rapid ascent of RGTI and QUBT demonstrate that investors now see tangible pathways to value in a technology that once seemed almost mythical.