Simply Wall St Flags 3 Quantum Stocks, Highlighting Meta’s $145 Billion AI Spend
Updated
Updated · Simply Wall St · Jun 4
Simply Wall St Flags 3 Quantum Stocks, Highlighting Meta’s $145 Billion AI Spend
3 articles · Updated · Simply Wall St · Jun 4
Summary
Simply Wall St’s latest quantum stock screen spotlights Meta Platforms, Rigetti Computing and Infleqtion as three different ways to invest in the theme.
Meta anchors the list with a US$1.52 trillion market value, US$212.8 billion in core app revenue and planned AI-related capex of roughly US$125 billion to US$145 billion, though the report warns on regulatory pressure and Reality Labs losses.
Rigetti offers the pure-play angle: the company generated about US$10 million in revenue, has 36-qubit and 84-qubit systems on cloud platforms, and is projected to grow revenue about 47% annually while remaining loss-making and cash-hungry.
Infleqtion adds a government-backed hardware and sensing case, with US$33.6 million in revenue, recent US$100 million CHIPS Office funding and 2026 revenue guidance of at least US$40 million despite continued losses and borrowing reliance.
The report frames all three as starting points in a broader quantum screen that found 29 companies, underscoring investor interest in quantum computing as markets navigate inflation, energy volatility and shifting rate signals.