Bernstein says the future of tech is quantum. These two stocks have the most upside.
Bernstein Names Top Stocks for the Quantum Future
Quantum computing is moving from science fiction to boardroom strategy, and Bernstein’s broader tech thesis suggests the winners will be the companies with real pricing power, strong balance sheets, and the ability to invest through the cycle. Bernstein’s 2025 technology outlook argued that the next phase of tech will reward defensible business models in capital-intensive industries, not just asset-light winners from the last decade. Introduction The hook is simple: quantum is no longer just a futuristic side bet. Microsoft said on June 2, 2026 that it expects commercially useful quantum machines by 2029, and IBM said on May 28, 2026 that it plans to spend more than $10 billion over five years to help build a large-scale fault-tolerant quantum computer by 2029. The takeaway for investors is that quantum is still early, but the most credible exposure is not necessarily the pure-play startups. Morningstar’s quantum analysis says investors looking for exposure today are better served by …
