IonQ ($IONQ) podcast mentions

Per Ticker.id: 5 IonQ ($IONQ) mentions across 2 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-09-25.

1. IonQ shares rallied sharply after the company announced a major quantum computing breakthrough, reigniting investor excitement around the technology that has long been described as transformational but perpetually years and years away. So we cut through that hype and ask, what's the best way to get exposure? If you should try to get exposure at all to the space. That's in your risk level. So we'll dig into that and much, much more, including why high rates could be bad for equities. Dig into that. And then what are investments that you don't need? There's diversification, and then there's, you know, ways that really can— really don't have any added benefit and making often even shoot you in the foot. So we'll talk about those. We also have voicemail questions. One is on sources to find out who else is in the field. That'll be interesting.

   Justin Klein · InvestTalk · Is Quantum Computing a Real Investment or Just Hype? · 2026-09-25

2. It's not just your pure play quantum stocks like IonQ, Rigetti, D-Wave. Those are kind of the big ones, the highly volatile, the speculative. A lot of potential upside, but severe dilution. These are companies that are consistently issuing new shares. They're kind of like your biotech version or tech version of biotech stocks, right? Consistently losing money. If liquidity dries up enough, they could eventually— and they can't raise capital— they could go bankrupt. So they're very high risk. Then there's the moderate risk. Those would be the quantum ETFs. So this is owning a basket of quantum computing stocks, probably never going to go to zero, but still could have major, major drawdowns.

   Justin Klein · InvestTalk · Is Quantum Computing a Real Investment or Just Hype? · 2026-09-25

3. It's impressive that if you look at its 10-year return, it's been about 7%, though it is lagging the industry. 5-year return, though, is pretty, pretty good, about 17%. So certainly something over the last 5 years has shifted with the business. Um, you know, maybe it's— are they buying back shares? What are they doing with that cash flow? Yeah, they're buying back shares. So that's probably the key difference here. They've just been buying back shares, returning capital to shareholders. They're not, uh, paying a dividend, but their dividend is basically paid through that buyback. So I kind of like it even though it's a sector that is certainly going to be up and down. Now the next Invest Talk, we'll look into the story. Is quantum computing a real investment or just hype? IonQ shares rallied sharply after the company announced a major quantum computing breakthrough. Reigniting investors' excitement around a technology that has long been described as transformational, but perpetually years away.

   Justin Klein · InvestTalk · Investors Borrowed $1.45 Trillion to Buy Stocks: Is Record Margin Debt a Warning or Just Noise? · 2026-09-23

4. Analyst Brad Reback says he expects accelerating revenue growth in Azure, despite capacity constraints, from incremental operational efficiencies, ramping new data center capacity, and a growing OpenAI revenue share. General Mills delivered a better-than-feared Q1 and set 2027 profit guidance slightly above estimates, but profit continues to be undermined by higher input costs and lower volumes. And IonQ is rallying after researchers demonstrated the development and successful testing of the industry's first end-to-end real-time quantum error correction decoder that runs on a single standard off-the-shelf central processing unit. Quantum error correction is essential for building practical fault-tolerant quantum computers because physical qubits are inherently sensitive to environmental noise. Finding and fixing those errors in real time has historically presented a significant challenge.

   Kim Kahn · Wall Street Breakfast · Morgan Stanley email exposes deal secrets · 2026-09-23