The Great Quantum Rotation?
The week that was, a turbulent beginning to 2026 on the public markets
January 2026 has delivered a sobering reality check to pure-play quantum computing stocks. After the extraordinary gains of 2025, when companies like IonQ and Rigetti saw their share prices multiply several-fold, the new year has brought sharp declines that force investors to confront a fundamental question: as quantum computing matures, should capital flow toward focused pure-play companies or toward diversified technology giants with quantum divisions?
