Trump signs executive order to accelerate quantum computing R&D—what quantum-related stocks have breakout potential?

Trump is doubling down on quantum computing again.

Following the recent announcement that the Trump administration plans to allocate $2 billion to nine quantum computing companies in exchange for equity stakes, the market has received another major catalyst.

On Monday (June 22),President Trump officially signed two major executive orders on quantum computingaimed at accelerating breakthroughs in domestic quantum technologies and comprehensively upgrading the federal cybersecurity defense system.

Spurred by the latest policy, some U.S. quantum-related stocks saw notable after-hours gains:

$Infleqtion (INFQ.US)$ Surged more than 13% at one point

$D-Wave Quantum (QBTS.US)$ Surged more than 7% at one point

This article will help fellow investors unpack the key takeaways from the latest executive order and related industry opportunities:

What are the highlights of this executive order?

Specifically, the new executive order contains two key directives:

First, deploy a research-grade quantum computer by 2028.The Trump administration requires federal agencies to closely collaborate with private enterprises and academia to deploy an advanced quantum computer with practical research capabilities by 2028. Additionally, the executive order outlines plans to deploy quantum sensors and quantum networks within the next five years to replace or supplement existing GPS systems in complex environments.

Second, accelerate the migration of government-critical computer systems to post-quantum cryptography (PQC) by 2030.This moves up the previous target date of 2035 by several years. The imposition of this hard deadline will undoubtedly create substantial near-term demand for security system replacements.

These executive orders highlight the Trump administration's emphasis on ensuring U.S. leadership in the quantum race. Quantum technology is expected not only to drive major breakthroughs in fields such as artificial intelligence (AI), materials science, and chemistry, but also to introduce new cybersecurity challenges. As a result, the U.S. is seeking to advance technological development while simultaneously strengthening its defensive capabilities.

What opportunities along the industrial chain deserve attention?

Fellow investor Niuniu has previously covered this topic in multiple articlesQuantum Computing Sees Another Breakthrough! NVIDIA’s First-Ever 'Quantum Day' Arrives Next Week—Could Related Stocks See a New Rally?、《Trump targets quantum computing! Plans to allocate $2 billion to nine companies— which related stocks have explosive upside potential?has compiled a list of related stocks for your reference. Details below:

1. Quantum Computers or Quantum Cloud Services Segment

This segment is at the core of the quantum computing industry chain, encompassing hardware manufacturers providing computational power and cloud service providers. Companies are pursuing diverse underlying technological approaches, resulting in a multifaceted competitive landscape:

Superconducting quantum technology: This is currently the approach most heavily pursued by industry giants. $IBM Corp (IBM.US)$and$Alphabet-C (GOOG.US)$ As tech titans, they are all advancing mass production plans centered on this approach. $Rigetti Computing (RGTI.US)$ Also focused on the R&D of full-stack superconducting quantum technology,Hailed as 'the NVIDIA of quantum computing'。

Ion trap technology: Another mainstream technical approach. $Honeywell (HON.US)$ 、 $IonQ Inc (IONQ.US)$as well as$Quantinuum (QNT.US)$ Both adopt this technology, using electromagnetic fields to trap ions and construct stable qubits.

Photonic quantum approach: Uses photons as information carriers. $Quantum Computing (QUBT.US)$and$Xanadu Quantum Technologies (XNDU.US)$ Is a leading company in this direction, dedicated to the commercialization of photonic quantum computing.

Other cutting-edge technologies： $D-Wave Quantum (QBTS.US)$ Focuses deeply on quantum annealing technology, primarily used for solving specific combinatorial optimization problems. $Infleqtion (INFQ.US)$ is exploring neutral-atom quantum technologies, leveraging laser cooling and trapping of neutral atoms to achieve breakthroughs in computational power.

II. Data Storage and Management Segment

As the data structures generated by quantum computing become increasingly complex, new data storage and management architectures have become a critical pillar of the industrial chain:

$Quantum (QMCO.US)$ Leveraging its accumulated expertise in traditional data storage, it is now expanding into integrated quantum technologies to build a data management foundation capable of meeting future computational demands.

$WiMi Hologram Cloud (WIMI.US)$ is focusing its R&D efforts on quantum memory concepts, aiming to address the challenge of efficiently preserving quantum information during transmission and processing.

III. Quantum Chips and Solutions Segment

This segment is primarily responsible for laying the hardware mass-production foundation for quantum computing and implementing supporting application solutions:

$Intel (INTC.US)$ As a traditional semiconductor giant, it is leveraging its mature wafer fabrication processes to focus on silicon spin-based quantum chips—a technology that could potentially enable large-scale production using existing semiconductor manufacturing lines.

$MicroCloud Hologram (HOLO.US)$ primarily focuses on providing quantum technology solutions, helping relevant industries integrate quantum technologies into real-world application scenarios.

IV. Quantum Security and Encryption Technologies Segment

This sector addresses the security threats posed by quantum computing to existing cryptographic systems and exhibits strong policy-driven and inelastic demand characteristics:

$SEALSQ Corp (LAES.US)$ It primarily focuses on quantum cryptography, aiming to develop new secure chips and hardware devices resistant to decryption by quantum computers.

$Arqit Quantum (ARQQ.US)$ It specializes in quantum-safe communications, protecting critical government and enterprise network data through encryption technologies resilient to quantum attacks.

Summary

The core significance of this executive order lies in the fact that quantum computing has, for the first time, been included in the U.S. federal government's mandatory implementation agenda. In past years, U.S. support for quantum technologies was largely confined to research funding; this executive order now explicitly requires government systems to undertake substantial infrastructure development and security migration, marking an escalation in policy intensity.

From a broader strategic perspective, this move reflects America’s underlying anxiety over technological leadership. Once quantum computing crosses critical technical thresholds, it will fundamentally disrupt existing cryptographic frameworks, national-security communications, and scientific computing capabilities.The acceleration at the government level is essentially intended to provide a critical boost to domestic U.S. companies in this global race.

Although clear policy tailwinds and funding injections are evident, investors should remain cautious: commercial deployment of general-purpose quantum computers remains a long-term prospect. Multiple technological approaches currently coexist, and industry standards have yet to be established. Most pure-play quantum-related stocks are still in high-R&D, pre-profit stages, and their share prices are highly susceptible to news-driven volatility. Investors should maintain a strong awareness of risk when evaluating their upside potential.

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