Let’s talk about something flying under the radar for most investors - but not for the folks in Washington.
Over the last few weeks, we’ve seen a quiet surge in quantum computing stocks. Part of that is thanks to a strong overall market… but another part? It’s speculation that the U.S. government is about to double down on quantum technology.
Back in 2018, the National Quantum Initiative laid the groundwork. It expired in 2023 - but now, Congress is looking to reauthorize and expand it with fresh funding. Even without new legislation, President Trump could issue an executive order launching a national action plan, similar to what he did for artificial intelligence earlier this year.
And make no mistake - this is about more than innovation. It’s also about national security. Quantum computing could one day crack today’s strongest encryption systems, which is why the National Institute of Standards and Technology (NIST) is already building new quantum-proof cybersecurity protocols.
Meanwhile, real money is flowing in…
Just last week, Rigetti (RGTI) and its European partner QphoX scored a $5.8 million contract from the U.S. Air Force to advance quantum networking. And IonQ (IONQ) was tapped by the Department of Energy to help develop use cases for quantum tech in space - alongside Honeywell (HON) and the Electric Power Board of Chattanooga.
The writing’s on the wall: Quantum is a national priority, and the companies at the center of this megatrend could be some of the biggest winners of the next decade.
The NXT Wave Is Here
AI. Nuclear Energy. Robotics. Quantum Computing.
These megatrends aren’t just headlines - they’re shaping the biggest
investment opportunities of the decade.
That’s why this Wednesday at 11 AM ET, I’m hosting a special live webinar
to break it all down - and I’ll even reveal one free stock idea you can act on right away.
Make sure you’re there live to see where the next wave
of opportunities is forming.
What is Quantum Computing
Quantum computing represents a complete reimagining of how we process information. Unlike traditional computers that use binary bits (0s and 1s), quantum computers use qubits, which can exist in multiple states at once.
That unlocks a level of computing power we’ve never seen before – the kind that could crack today’s strongest encryption, revolutionize drug discovery, and optimize global supply chains in seconds.
In the private sector, we’re seeing a boom in startups and publicly traded players that are making real technological progress.
As I mentioned above, the U.S is taking initiative, but they are not alone…
Spain’s Quantum Leap
I’ve been spending time here in Spain recently, and I’ve been keeping an eye on how Europe – and specifically Spain – is stepping up in quantum.
Here’s what’s happening on the ground:
The Barcelona Supercomputing Center (BSC) is partnering with IBM to bring a 1,121-qubit quantum processor to Spain by 2026. This makes Spain one of the few countries worldwide with direct access to next-generation quantum infrastructure.
Spain is also a leader in the EuroQCS initiative, part of the European Union’s broader push to deploy quantum simulators and hybrid classical-quantum systems across the continent.
Spanish startups like Multiverse Computing are already applying quantum algorithms to finance, energy, and manufacturing, making this not just a research initiative, but a real commercial push.
Bottom line? Spain may not be the first country that comes to mind when you think about quantum tech – but it’s quietly becoming a key European hub. And I’m keeping tabs on it for future investment opportunities.
Final Thoughts
Quantum computing is not just another buzzword. It’s a foundational shift – the kind of innovation that comes around once a generation.
We’re still early in the game, and that’s where the biggest gains are made.
I’ve made a career out of spotting innovation trends early – from Tesla and Bitcoin to Nvidia and beyond. Quantum computing could be next on that list.
Keep following me here at McCall’s Market Insights for more opportunities like these. And make sure to tune in tomorrow for the Free Live event at 12pm ET.
Here’s to the future,
Matt McCall
Editor, Market Insights
