Top 3 quantum computing stocks for 2026

CoreWeave stock has pulled back substantially in recent months, but the good part is that the company has the ability to grow at a terrific pace. Jabil’s data center business is booming as demand for AI servers grows, and its earnings outlook suggests that the stock could jump impressively.

State Street SPDR S&P Semiconductor ETF remains a buy, supported by strong momentum and a favorable technical setup. XSD outperformed the S&P 500 by 15 percentage points since July, with a 26% total return and a reasonable 25.1x P/E ratio. The ETF’s modified equal-weight structure limits single-stock risk, with top 10 holdings at just 29.3% and a focus on US SMID caps.

NVIDIA is up 36.6% this year as AI demand powers CUDA, Blackwell and H200 chips, but trade tensions and rivals push investors toward other AI winners.