The Zacks Analyst Blog Highlights IonQ, NVIDIA, Alphabet, Amazon.com and Microsoft

For Immediate ReleaseChicago, IL – July 31, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: IonQ, Inc. IONQ, NVIDIA Corp. NVDA, Alphabet Inc.'s GOOGL, Amazon.com, Inc.'s AMZN and Microsoft Corp.'s MSFT.Here are highlights from Thursday’s Analyst Blog:IonQ or NVIDIA: Which Stock Has More Upside in Quantum?IonQ, Inc. offers valuable contributions in the field of quantum computing. However, semiconductor behemoth NVIDIA Corp. is also investing in this rapidly evolving technology and developing advanced quantum computing systems. Let us thus look at which of these two companies has greater potential for growth in the quantum computing sector.IonQ's Aspirations in the Field of Quantum TechnologyQuantum computers leverage quantum mechanics to perform complex calculations more efficiently than traditional supercomputers. According to McKinsey, the market for advanced quantum computers is expected to grow to $100 billion by 2035. IonQ is taking advantage of this trend by developing quantum computers that use trapped linear chain ions, reaching over 100 qubits with fewer errors than other quantum systems.IonQ has also been actively acquiring companies to tap into this emerging technology. Recently, it acquired Lightsynq Technologies, known for its universal optical quantum interconnects, and ID Quantique, a leader in quantum cybersecurity. Earlier this year, IonQ also purchased Qubitekk, a notable player in quantum networking.Meanwhile, IonQ reported a net operating loss of $75.7 million in the first quarter, up from $52.9 million in the same period last year. Despite these losses, IonQ held $588.3 million in cash at the end of the quarter, which can be used for further research in quantum computing. Additionally, IonQ plans to raise capital through a $1 billion equity offering to support its growth in the quantum computing field.NVIDIA Looks Toward a Future with Quantum ComputersNVIDIA announced a record $130.5 billion in revenues for the 2025 fiscal year, marking a 114% increase year over year. The company also had an exceptional first quarter, with revenues reaching $44.1 billion, a 69% rise from the same period last year. NVIDIA's business has remained profitable, with an operating income of $21.6 billion in the first quarter, up 28% year over year.The unprecedented demand for NVIDIA's innovative Blackwell chips and CUDA software has given the company a strong advantage in the artificial intelligence (AI) industry, driving its revenues and profits. Now, like AI, NVIDIA aims to lead in the quantum computing space. Nvidia plans to integrate its graphics processing units (GPUs) and quantum processing units (QPUs) into a hybrid quantum system that can correct calculation errors in real time. Utilizing its GPU framework serves as a strategic shift from traditional classical computers to quantum technology.NVIDIA is establishing research centers to support the development of quantum computing. According to CEO Jensen Huang, these centers will develop large-scale, practical and accelerated quantum supercomputers.Which Stock, IonQ or NVIDIA, Offers Greater Growth Potential?IonQ has ambitious plans to expand in the quantum computing industry, as shown by its series of acquisitions. It offers its quantum systems to customers through Alphabet Inc.'s Google Cloud, Amazon.com, Inc.'s Amazon Web Services, and Microsoft Corp.'s Azure. However, IonQ's revenue growth in the most recent quarter remained flat, and it was unprofitable, raising doubts about whether it can achieve its high ambitions.Quantum computing is still in the early stages, and IonQ, being a relatively untested company, risks significant setbacks if it doesn't meet its goals. NVIDIA, however, is the world's most valuable company with a proven track record of success. It consistently generates income and has substantial cash to tackle current challenges in quantum computing. NVIDIA reported $53.7 billion in cash in the fiscal first quarter.Valuation is another concern for IonQ. The pure-play quantum stock has a forward price-to-sales (P/S) ratio of 124.75, while NVIDIA's is 21.58. This suggests that IonQ is overvalued, and its share prices might decrease as the market corrects itself. Therefore, it's clear that although both companies are making progress in the quantum industry, NVIDIA currently presents better growth prospects and is a safer investment (read more: Is SMCI Stock the Next NVIDIA, and Is It Worth Buying?).Both NVIDIA and IonQ possess a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                 Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.One Big Gain, Every Trading DayTo help you take full advantage of this market, you’re invited to access every stock recommendation in all our private portfolios - for just $1.Zacks private portfolio services that closed 256 double and triple-digit winners in 2024 alone. That’s about one big gain every day the market was open. Of course, not all our picks are winners, but members have seen recent gains as high as +627% +1,340%, and +1,708%.Imagine how much you could profit with a steady stream of real-time picks from all our services that cover a number of strategies to suit a variety of investing and trading styles.See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amazon.com, Inc. (AMZN): Free Stock Analysis Report Microsoft Corporation (MSFT): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis Report IonQ, Inc. (IONQ): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks