Quantum Computing Stocks Are Falling. Should You Buy IonQ or D-Wave, or Just Stick With Nvidia?

The article argues that recent weakness in quantum computing stocks such as IonQ and D-Wave Quantum reflects fading momentum after a sharp run-up, but it does not change the long-term investment case. IonQ has stronger commercial traction, with Q1 2026 revenue of $64.7 million, up 755% year over year, and full-year guidance raised to $260 million-$270 million. D-Wave’s Q1 revenue fell to $2.9 million, though bookings rose to $33.4 million. The piece concludes that Nvidia is the smarter, lower-risk way to gain exposure to quantum computing because it supplies the underlying GPUs, software, and interconnects needed by multiple quantum developers rather than betting on a single winner. Nvidia’s quantum initiative, NVQLink, already has 17 hardware developers signed on, including IonQ. The broader market takeaway is that quantum remains highly speculative, while Nvidia’s scale and diversification make its quantum exposure more incremental than thesis-changing.