The final trading weeks of 2025 are witnessing a classic “Santa Rally” with a futuristic twist. Institutional desks have thinned out for the holiday season—the proverbial “smart money” taking a breather— and retail investors are driving a surge in quantum stocks.
- QBTS stock is soaring. See the chart and price action here.
The Retail-Fueled Momentum
The “diamond hands” crowd has rotated into high-beta quantum stocks names. fueled by a series of strategic year-end milestones and bullish analyst coverage from Jefferies and Wedbush.
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Quantum Stock Leaders
- D-Wave Quantum, Inc. (NYSE:QBTS): Retail sentiment spiked on Monday after the company confirmed that its Advantage2 annealing system will be a centerpiece at CES 2026. QBTS stock was up by nearly 20% on heavy trading volume Monday.
- Rigetti Computing, Inc. (NASDAQ:RGTI): Rigetti shares were riding a wave of social media sentiment with investors focused on Rigetti’s 2026 roadmap promising higher-qubit systems with significantly lower error rates.
- IonQ, Inc. (NYSE:IONQ): IonQ gains were driven by the “halo effect” of the broader sector rally and the recent round of analyst “Buy” ratings that highlighted the company’s 99.9% fidelity milestones.
- Quantum Computing Inc. (NASDAQ:QUBT): The official closing of the Luminar Semiconductor acquisition from Luminar Technologies, Inc. (NASDAQ:LAZR) provided the spark retail traders needed. By securing a domestic supply chain for TFLN chips, QCi positioned itself as a “picks and shovels” play for the entire industry.
The “Holiday Gap”
Historically, the period between Dec. 20 and New Year’s often sees lower volume, allowing retail-driven momentum to move small-cap stocks more easily.
The quantum “Santa Rally” is a seasonal gift and a reflection of retail belief that the quantum age could come as soon as 2026.
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