Zacks Investment Ideas feature highlights: Nvidia, Honeywell, IonQ and D-WAVE QUANTUM

For Immediate ReleaseChicago, IL – September 5, 2025 – Today, Zacks Investment Ideas feature highlights Nvidia NVDA, Honeywell International HON, IonQ IONQ and D-WAVE QUANTUM QBTS.NVIDIA Just Invested in This Quantum Computing StockOver the past year, Nvidia CEO Jensen Huang has dramatically shifted his view on quantum computing. Once framing the technology as a breakthrough for the distant future, Huang now believes commercialization may be much sooner. Reflecting that conviction, Nvidia has begun actively positioning itself in the quantum space, and this week the company appeared to double down. Reports indicate that Nvidia has invested in Quantinuum, a leading quantum computing startup majority-owned by Honeywell International.The move underscores how seriously Nvidia is treating quantum as a complementary technology to its dominance in AI. While Nvidia has been one of the market’s standout winners over the past two years, Honeywell has been a laggard. But with quantum computing stocks like IonQ and D-WAVE QUANTUM minting outsized returns in the last year, Honeywell’s stake in Quantinuum, now bolstered by Nvidia’s involvement, could provide an intriguing long-term catalyst.For investors, this partnership highlights both the growing credibility of quantum computing and the strategic importance of keeping an eye on which public companies are quietly building exposure to the space.Breakthroughs and Breakouts in Quantum StocksWith its dominant role in the AI infrastructure buildout, Nvidia has proven its ability to anticipate major technological inflection points. Its recent pivot toward quantum computing should pique investors’ attention.Quantinuum is one of the world’s largest integrated quantum computing companies. Formed in 2021 as a joint venture between Honeywell Internationaland Cambridge Quantum, Quantinuum develops both quantum hardware and software, giving it a vertically integrated approach that differentiates it from most pure-play competitors. Honeywell remains the majority owner, and Nvidia’s recent investment only adds credibility to Quantinuum’s role as a frontrunner in the race to commercialize quantum technology.Meanwhile, publicly traded quantum stocks like IonQ and D-Wave Quantum have already demonstrated the sector’s explosive potential, with shares surging on breakthroughs in hardware and unexpected early use cases. IonQ has shown progress in developing trapped-ion quantum systems with applications in machine learning, while D-Wave has gained traction with quantum annealing for optimization problems — practical solutions that have materialized well before many expected.As IonQ, D-Wave Quantum, and others highlight the opportunity set in quantum, it’s no surprise that major players like Honeywell and now Nvidia are working to secure their own foothold. With heavyweight backing and a unique full-stack approach, Quantinuum could be one of the most important names to watch in the next leg of the quantum race.Which Quantum Stocks Should Investors Buy?As a burgeoning industry, with a growing number of investment options, Honeywell offers a unique and potentially attractive investment opportunity. It is a diversified and secure business, which could improve synergies with quantum down the line. Meanwhile, IonQ and D-Wave offer higher-risk, higher-reward exposure as pure plays.Nvidia’s move not only validates the technology but may also signal growing institutional interest. For investors, building a small allocation to these names could be a way to get in early on what may become the next transformational tech cycle.At the same time, investors should recognize that quantum computing is still in its early commercialization phase, with revenues modest compared to AI or cloud computing. Volatility is likely, and timelines for practical adoption remain uncertain. That said, Nvidia’s entry into the space provides an important signal: when the leading name in AI infrastructure begins allocating capital to quantum, it suggests the technology is moving closer to mainstream relevance, and that patient investors could be rewarded for getting in early.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.comhttps://www.zacks.comPast 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.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>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 Honeywell International Inc. (HON): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report IonQ, Inc. (IONQ): Free Stock Analysis Report D-Wave Quantum Inc. (QBTS): 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