Latest news with #quantum computing
Yahoo
3 days ago
- Business
- Yahoo
Retail investors account for 53% of Diversified United Investment Limited's (ASX:DUI) ownership, while institutions account for 39%
Key Insights Significant control over Diversified United Investment by retail investors implies that the general public has more power to influence management and governance-related decisions 47% of the business is held by the top 20 shareholders 39% of Diversified United Investment is held by Institutions This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. A look at the shareholders of Diversified United Investment Limited (ASX:DUI) can tell us which group is most powerful. The group holding the most number of shares in the company, around 53% to be precise, is retail investors. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn). Meanwhile, institutions make up 39% of the company's shareholders. Large companies usually have institutions as shareholders, and we usually see insiders owning shares in smaller companies. Let's take a closer look to see what the different types of shareholders can tell us about Diversified United Investment. Check out our latest analysis for Diversified United Investment What Does The Institutional Ownership Tell Us About Diversified United Investment? Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing. We can see that Diversified United Investment does have institutional investors; and they hold a good portion of the company's stock. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Diversified United Investment, (below). Of course, keep in mind that there are other factors to consider, too. Diversified United Investment is not owned by hedge funds. Ian Potter Foundation, Endowment Arm is currently the largest shareholder, with 23% of shares outstanding. With 7.6% and 5.6% of the shares outstanding respectively, Mutual Trust Pty Ltd, Asset Management Arm and Australian Foundation Investment Company Limited are the second and third largest shareholders. A deeper look at our ownership data shows that the top 20 shareholders collectively hold less than half of the register, suggesting a large group of small holders where no single shareholder has a majority. Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. We're not picking up on any analyst coverage of the stock at the moment, so the company is unlikely to be widely held. Insider Ownership Of Diversified United Investment While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions. Our most recent data indicates that insiders own some shares in Diversified United Investment Limited. It has a market capitalization of just AU$1.2b, and insiders have AU$58m worth of shares, in their own names. This shows at least some alignment. You can click here to see if those insiders have been buying or selling. General Public Ownership The general public -- including retail investors -- own 53% of Diversified United Investment. This size of ownership gives investors from the general public some collective power. They can and probably do influence decisions on executive compensation, dividend policies and proposed business acquisitions. Next Steps: It's always worth thinking about the different groups who own shares in a company. But to understand Diversified United Investment better, we need to consider many other factors. Take risks for example - Diversified United Investment has 1 warning sign we think you should be aware of. Of course this may not be the best stock to buy. Therefore, you may wish to see our free collection of interesting prospects boasting favorable financials. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Atomic Layer Deposition Market to Hit Valuation of US$ 9.59 Billion By 2033
The atomic layer deposition market holds immense potential, fueled by demand far beyond semiconductors into EVs, quantum computing, and flexible electronics. Its critical role in enabling next-generation technology through atomic-scale precision ensures sustained, high-value growth. Chicago, July 17, 2025 (GLOBE NEWSWIRE) -- The global atomic layer deposition market was valued at US$ 3.81 billion in 2024 and is expected to reach US$ 9.59 billion by 2033 at a CAGR of 10.8% during the forecast period 2025–2033. To keep pace with voracious demand, atomic layer deposition (ALD) equipment manufacturers are aggressively scaling up their production capabilities. The focus is on increasing throughput and efficiency to support high-volume manufacturing. Forge Nano's TEPHRA ALD cluster tool, for example, is designed to coat single wafers at a rate 10 times faster than conventional systems, with its new cleanroom enabling the simultaneous manufacture of multiple commercial units. Lam Research's ALTUS® Halo is likewise engineered for the high-volume production of advanced semiconductors, and ACM Research's newly qualified Ultra Fn PEALD furnace is poised for the 300mm high-volume manufacturing market, highlighting an industry-wide push for scale. Preview the Report – Download Free Sample Pages Now: This production ramp-up is a direct response to monumental shifts in the end-market. China's ambitious goal to increase its domestic chip manufacturing to 70% by 2025 is a massive driver for ALD production demand. In the U.S., over 500 new ALD systems are projected to come online in semiconductor fabs in 2024 alone. The start of construction on TSMC's 2nm fab in March 2025, which relies heavily on ALD for its gate-all-around (GAA) transistors, further cements this need. Beyond semiconductors, India's push to reach 170 GW of renewable energy capacity by 2025 will boost demand for ALD in solar cell manufacturing, all supported by the backdrop of growing global semiconductor industry sales. Key Findings in Atomic Layer Deposition Market Market Forecast (2033) US$ 9.59 billion CAGR 10.8% Largest Region (2024) Asia Pacific (41.80%) By Product Type Aluminum Oxide (33.0%) By Application Semiconductors (41.46%) Top Drivers Increasing demand for miniaturized, high-performance semiconductor devices. Expansion into new markets like solar, medical, and batteries. Need for precise, conformal coatings for advanced electronic components. Top Trends Rising adoption of Plasma-Enhanced ALD (PEALD) for sensitive substrates. Development of high-throughput spatial ALD for industrial-scale production. Integration of AI and machine learning for process optimization Top Challenges Slow deposition rates compared to other conventional deposition techniques Material compatibility and integration issues across different substrates Titans Clash: Innovation and Expansion Redefine the Atomic Layer Deposition Market The competitive landscape of the atomic layer deposition market is a dynamic arena where established giants and agile innovators are locked in a race for technological supremacy and market share. Strategic positioning is paramount, with companies launching advanced tools to capture emerging opportunities. For instance, Lam Research rolled out its ALTUS® Halo in February 2025, the industry's first ALD tool for molybdenum deposition, directly targeting improved chip performance. Similarly, Hanwha Precision Machinery announced its I2FIT-Mo thermal ALD system in May 2024 for the same application. This focus on next-generation materials is a clear trend, with major players like Applied Materials and Lam Research concentrating on developing ALD technology for advanced chip manufacturing, a move underscored by Applied Materials' 2022 acquisition of Picosun Oy. This intense competition is further fueled by specialized advancements. Forge Nano completed a new 2,000-square-foot cleanroom in January 2025 to produce its TEPHRA™ ALD cluster tools for the 200mm semiconductor market, promising higher throughput. Meanwhile, Dutch manufacturer Kalpana Systems introduced spatial ALD (sALD) tools in August 2024 for roll-to-roll manufacturing, targeting the solar and battery industries. ACM Research Inc. also made strides, qualifying its Ultra Fn PEALD furnace tool for high-volume 300mm manufacturing in December 2024. This flurry of activity is reflected in optimistic growth forecasts, such as Skytech Inc.'s projection of over 20% revenue growth in 2025, driven by the insatiable demand for these cutting-edge ALD solutions. Samco's launch of the AD-800LP PEALD system for power devices further illustrates the market's diversification. Capital Influx: Billions in Funding Propel the Atomic Layer Deposition Market Forward A torrent of investment is energizing the ALD sector, enabling crucial research and development and the expansion of production facilities. Venture capital and strategic corporate funding are flowing towards promising technologies, exemplified by Copenhagen-based ATLANT 3D's successful US$ 15 million SeriesA+ funding round in March 2025, aimed at advancing its direct atomic layer processing technology. Smaller, strategic investments are also proving vital; AdisynLtd. Provided a US$ 15 million Series A+ funding round in March 2025. Government initiatives and large-scale corporate spending are also providing significant tailwinds to the atomic layer deposition market growth. The European Chips Act has mobilized EUR 43 billion, with EUR 3.7 billion dedicated to five pilot lines that heavily utilize ALD. In the U.S., a February 2025 grant of USD 23.25 million to Silicon Laboratories, Inc. by the Texas government is set to boost regional ALD demand. This is complemented by an expected 12% growth in R&D budgets for U.S. semiconductor companies in 2024. Major players are also investing heavily in their own infrastructure, as seen with Forge Nano's cleanroom investment, Lam Research's R&D for the ALTUS® Halo, Tokyo Electron's new development facility, and SkyWater Technology's launch of a new Applied Picosun Morpher ALD tool. Global Circuits: Navigating the Complex Import-Export Dynamics of the ALD Market The global trade in ALD technology is a complex web dominated by the Asia-Pacific region, home to semiconductor behemoths in Taiwan, South Korea, Japan, and China. This region in the atomic layer deposition market stands as the largest importer and user of ALD equipment. However, policy-driven shifts are altering these trade flows. The U.S. CHIPS and Science Act is spurring the construction of new fabs by companies like Intel and GlobalFoundries, leading to a surge in imports of advanced ALD tools to North America. Conversely, the European Chips Act aims to bolster the EU's domestic semiconductor ecosystem, which will likely increase local production and recalibrate the continent's import-export balance over time. This intricate atomic layer deposition market relies on a globalized supply chain, with key equipment exporters like Taiwan's Skytech Inc. and Finland's Beneq shipping their machinery worldwide. The flow of essential precursors and raw materials is equally global, creating a network that is both efficient and vulnerable. The U.S., China, Japan, Canada, and Germany are key trading nations within this ecosystem. However, potential disruptions from global tariff negotiations and trade disputes remain a significant concern. The COVID-19 pandemic served as a stark reminder of the logistical complexities and vulnerabilities inherent in transporting and managing a global supply chain for such highly specialized technology, emphasizing the need for robust logistical planning. The Innovation Crucible: Pioneering Technologies Transforming the Atomic Layer Deposition Market Innovation is the lifeblood of the atomic layer deposition market, with 2024-2025 witnessing the emergence of transformative technologies that redefine the boundaries of precision manufacturing. A major breakthrough is the introduction of new materials, such as Lam Research's ALTUS® Halo, which pioneers molybdenum ALD for lower resistivity interconnects. Another game-changer is the rise of high-throughput techniques like Kalpana Systems' spatial ALD (sALD) tools, which enable rapid roll-to-roll deposition for flexible electronics and solar cells. Furthermore, ATLANT 3D's direct atomic layer processing (DALP®) technology represents a paradigm shift, allowing for the direct, atom-by-atom fabrication of materials and reducing process complexity. The evolution of deposition processes is also critical. Plasma-Enhanced ALD (PEALD) systems, like Samco's AD-800LP, are being developed for next-generation power devices that use wide-bandgap materials like SiC and GaN. The complementary technology of Atomic Layer Etching (ALE) is also crucial for achieving the atomic-scale precision required in advanced chip fabrication. Breakthroughs are not limited to hardware; ongoing research into novel precursor materials is expanding the library of films that can be deposited, while the integration of AI and machine learning promises to optimize processes and improve yields. Even quantum computing is benefiting, with ALD proving superior for creating the highly conformal superconducting thin films essential for quantum devices. From Quantum Computing to EV Batteries: ALD's Expanding Application Universe While atomic layer deposition market's foundation was built in the semiconductor industry—where it remains indispensable for creating FinFETs, DRAM, and 3D NAND memory—its applications have exploded into a diverse array of high-growth sectors. The automotive industry is a prime example, with ALD being used to coat electrodes and separators in electric vehicle batteries, significantly improving their efficiency, safety, and operational lifespan. In the energy sector, the technology is used to apply ultra-thin functional layers that enhance the efficiency and durability of next-generation thin-film solar cells. Similarly, ALD is used to deposit critical layers in fuel cells to improve performance and prevent corrosion. This diversification continues into other cutting-edge fields. The unique ability of ALD to deposit perfectly uniform, pinhole-free films on flexible substrates makes it a critical enabling technology for flexible electronics and advanced OLED displays. In the medical field, the biocompatible and highly conformal nature of ALD coatings makes them ideal for improving medical implants and diagnostic devices. The technology is also proving essential for fabricating the next generation of high-sensitivity sensors, including biosensors and gas sensors. Perhaps most futuristically, ALD's precision is being harnessed to create the highly uniform superconducting thin films required for fabricating the delicate components at the heart of quantum computers. The Economics of Atoms: Navigating Cost and Value in the ALD Market The pricing dynamics of the atomic layer deposition market are complex, primarily characterized by the high initial capital expenditure for ALD equipment. This high cost of entry can be a significant barrier for smaller companies or research institutions looking to adopt the technology. Consequently, the industry is intensely focused on reducing the total cost of ownership, a metric that extends beyond the initial purchase price to include materials, energy consumption, maintenance, and support contracts. The ultimate goal for end-users is a lower cost-per-wafer, which drives a constant push for greater efficiency and throughput from equipment vendors. Several factors are influencing pricing trends. Growing competition among a widening field of ALD equipment manufacturers is expected to exert downward pressure on prices over time. Furthermore, the introduction of higher-throughput technologies, such as spatial ALD, could fundamentally alter the cost equation, potentially leading to a lower long-term cost of ownership. The price of precursor materials remains a significant and variable component of the overall process cost. While customized ALD systems for niche applications command premium prices, some suppliers are making the technology more accessible by offering financing and leasing options, thereby broadening the potential market. Speak with a Subject Matter Expert Before You Decide: Architects of the Atomic Age: Profiling the Leaders of the Market The atomic layer deposition market is led by a dynamic mix of large, diversified semiconductor equipment manufacturers and smaller, highly specialized technology firms. Industry giants like Applied Materials, Inc., Lam Research Corporation, ASM International N.V., and Tokyo Electron Limited command significant market share, leveraging their extensive R&D capabilities and global service networks. Applied Materials further strengthened its position with the strategic acquisition of ALD specialist Picosun Oy, now operating as part of its portfolio. These established players are driving innovation in high-volume manufacturing for the most advanced logic and memory chips. Alongside these titans, a vibrant ecosystem of innovators is pushing the boundaries of ALD technology. Companies like Forge Nano, Inc., are making waves with high-throughput cluster tools, while Beneq is renowned for its specialized and industrial ALD solutions. Emerging players are also making a significant impact; ATLANT 3D is pioneering direct atomic layer processing, and Kalpana Systems is opening up new markets with its roll-to-roll spatial ALD technology. Other key contributors mentioned in recent developments include Skytech Inc., Hanwha Precision Machinery, ACM Research, Inc., and Samco Inc. The broader market also includes important players such as Oxford Instruments, Veeco Instruments Inc., and The Kurt J. Lesker Company, each contributing to the technology's expanding reach. Global Atomic Layer Deposition Market Major Players: ASM International Applied Materials, Inc. CVD Equipment Corporation Forge Nano Inc. Beneq Group Oxford Instruments plc. The Kurt J. Lesker Company Pico sun Oy SENTECH Instruments GmbH Arradiance, LLC NCD Co. Ltd. Lam Research Corporation Veeco Instruments Inc. Other Prominent Players Key Segmentation: By Product Aluminium Oxide Metal Catalytic Plasma Enhanced Others By Application Solar Devices Semiconductors Electronics Medical Equipment Others By Region North America Europe Asia Pacific Middle East Africa South America Customize the Data Scope to Match Your Objectives: About Astute Analytica Astute Analytica is a global market research and advisory firm providing data-driven insights across industries such as technology, healthcare, chemicals, semiconductors, FMCG, and more. We publish multiple reports daily, equipping businesses with the intelligence they need to navigate market trends, emerging opportunities, competitive landscapes, and technological advancements. With a team of experienced business analysts, economists, and industry experts, we deliver accurate, in-depth, and actionable research tailored to meet the strategic needs of our clients. At Astute Analytica, our clients come first, and we are committed to delivering cost-effective, high-value research solutions that drive success in an evolving marketplace. Contact Us:Astute AnalyticaPhone: +1-888 429 6757 (US Toll Free); +91-0120- 4483891 (Rest of the World)For Sales Enquiries: sales@ Follow us on: LinkedIn | Twitter | YouTube CONTACT: Contact Us: Astute Analytica Phone: +1-888 429 6757 (US Toll Free); +91-0120- 4483891 (Rest of the World) For Sales Enquiries: sales@ Website:
New York Times
6 days ago
- Politics
- New York Times
Senate Democrats Rail at ‘Sloppy, Rushed' State Dept. Firings
Experts in artificial intelligence and quantum computing. Specialists on Iran's nuclear program and Syria's chemical weapons. Workers helping to relocate Afghans who fled the Taliban. Democrats on the Senate Foreign Relations Committee grilled a top State Department official on Wednesday at a hearing about the firing last week of more than 1,300 department employees, including longtime policy experts in key national security areas. Among those fired, said Senator Jeanne Shaheen of New Hampshire, the committee's top Democrat, were the entire staff of the Office of Casualty Assistance, which supports the families of State Department employees who die while serving abroad. 'The entire team was fired on Friday in the midst of trying to bring back an American citizen who had died overseas,' Ms. Shaheen said. An aide to Ms. Shaheen said the senator was referring to a diplomat killed in a car accident in northern Mexico last week. The mass layoffs are part of a State Department reorganization implemented by Secretary of State Marco Rubio, who says they are needed to streamline a bloated bureaucracy and root out liberal ideologues. The firings of U.S.-based workers, along with a roughly equivalent number expected to accept voluntary buyout offers, are meant to shrink the department's domestic work force of roughly 18,000 by about 15 percent. Want all of The Times? Subscribe.
Yahoo
6 days ago
- Business
- Yahoo
Institutional investors have a lot riding on Trip.com Group Limited (NASDAQ:TCOM) with 70% ownership
Significantly high institutional ownership implies Group's stock price is sensitive to their trading actions 50% of the business is held by the top 21 shareholders Using data from analyst forecasts alongside ownership research, one can better assess the future performance of a company This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. A look at the shareholders of Group Limited (NASDAQ:TCOM) can tell us which group is most powerful. The group holding the most number of shares in the company, around 70% to be precise, is institutions. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn). And as as result, institutional investors reaped the most rewards after the company's stock price gained 4.2% last week. The gains from last week would have further boosted the one-year return to shareholders which currently stand at 33%. Let's take a closer look to see what the different types of shareholders can tell us about Group. See our latest analysis for Group Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices. As you can see, institutional investors have a fair amount of stake in Group. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Group, (below). Of course, keep in mind that there are other factors to consider, too. Investors should note that institutions actually own more than half the company, so they can collectively wield significant power. We note that hedge funds don't have a meaningful investment in Group. The company's largest shareholder is Capital Research and Management Company, with ownership of 10%. With 7.0% and 5.1% of the shares outstanding respectively, Baidu, Inc. and BlackRock, Inc. are the second and third largest shareholders. Looking at the shareholder registry, we can see that 50% of the ownership is controlled by the top 21 shareholders, meaning that no single shareholder has a majority interest in the ownership. While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily. The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group. We can see that insiders own shares in Group Limited. It is a very large company, and board members collectively own US$844m worth of shares (at current prices). It is good to see this level of investment. You can check here to see if those insiders have been buying recently. With a 20% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Group. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders. It appears to us that public companies own 7.0% of Group. This may be a strategic interest and the two companies may have related business interests. It could be that they have de-merged. This holding is probably worth investigating further. I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Many find it useful to take an in depth look at how a company has performed in the past. You can access this detailed graph of past earnings, revenue and cash flow. Ultimately the future is most important. You can access this free report on analyst forecasts for the company. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14-07-2025
- Business
- Yahoo
Billionaire Warren Buffett Owns These 3 Quantum Computing Stocks. Should You?
Buffett doesn't have any quantum computing stocks in Berkshire Hathaway's portfolio. However, he owns stakes in Alphabet, IBM, and Microsoft via a Berkshire subsidiary. All three companies are investing heavily in quantum computing, but there are better reasons to buy the stocks. 10 stocks we like better than Alphabet › Theoretical physicist Richard Feynman once said, "I think I can safely say that nobody understands quantum mechanics." Feynman, by the way, shared the 1965 Nobel Prize in physics for his work in quantum electrodynamics. If he said no one understood quantum mechanics, then no one understood quantum mechanics. I bring this up for two reasons. First, quantum computing -- one of the hottest technologies around right now -- is based on quantum mechanics. Second, Warren Buffett has been credited with saying, "Never invest in a business you cannot understand." You'd think that Buffett wouldn't have any position in quantum computing stocks. However, that's not the case. Instead, the legendary investor owns the following three quantum computing stocks -- even though they don't show up in any of Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) regulatory filings. You won't find Google parent Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) listed among Berkshire Hathaway's holdings, though. The "Oracle of Omaha" has a stake in Alphabet, though, via New England Asset Management (NEAM). In 1998, Berkshire acquired General Re, which had acquired NEAM three years earlier. Any stock in NEAM's portfolio is, by extension, a Buffett stock. Alphabet has made multiple advances in quantum computing. The company's Google Quantum AI unit announced in 2019 that it had achieved quantum supremacy, which means a quantum computer performed a calculation that would take the fastest classical supercomputer a ridiculously long amount of time to handle. In 2023, Google Quantum AI took a giant step forward in quantum error correction. The company still has four more milestones to check off on its quantum computing roadmap. Google Quantum AI director of hardware Julian Kelly told CNBC earlier this year, "We think we're about five years out from a real breakout, kind of practical application that you can only solve on a quantum computer." Several years ago, Buffett bought shares of IBM (NYSE: IBM) for Berkshire Hathaway's portfolio. Although he later exited the position, he still has a stake in the technology pioneer thanks to NEAM. The Berkshire subsidiary owns 20,285 shares of IBM. Like Google Quantum AI, IBM has a well-defined quantum computing roadmap. The company has been working on quantum computing since 2016. However, IBM began following its roadmap in 2020. Big Blue doesn't lack confidence in its capabilities. IBM stated in a blog post that it's "the only quantum computing organization in the world that will be capable of running quantum programs at the scale of hundreds of logical qubits and millions of quantum gates by the end of the decade." The company believes that it "has the most viable path to realize fault-tolerant quantum computing." Although Buffett has been friends with Microsoft (NASDAQ: MSFT) co-founder Bill Gates for years, he never added the software stock to Berkshire's portfolio. NEAM, on the other hand, continues to have a stake in Microsoft. Microsoft argues that its quantum computing unit is "leading the industry with advanced technology that accelerates scientific discovery." Earlier this year, the company introduced its Majorana 1 quantum chip. This chip is based on an architecture that Microsoft expects will lead to quantum computers that can solve "meaningful, industrial-scale problems in years, not decades." While Buffett probably doesn't understand quantum computing and wouldn't choose to invest in quantum computing stocks, he nonetheless owns positions in Alphabet, IBM, and Microsoft thanks to NEAM. Should you own these quantum computing stocks, too? I think all three are pretty good picks, but not primarily because of their quantum computing efforts. Alphabet admittedly faces some challenges, especially with two antitrust decisions going against it over the last year. However, artificial intelligence (AI) is a game-changer for the company. Google Cloud is growing by leaps and bounds as customers build and deploy AI models in the cloud. Google Search is evolving with the integration of generative AI. Alphabet's Waymo unit could be in the early stages of conquering a massive robotaxi market. IBM isn't the 800-pound gorilla of technology it once was. However, the company still has tremendous opportunities with its AI products. IBM has also increased its dividend for 30 consecutive years, something that should be appealing to income investors. Microsoft also stands to benefit greatly from AI. It's the second largest cloud service provider. The company has integrated OpenAI's GPT-4 technology throughout its product suite. Agentic AI could be an especially big growth driver for Microsoft. What about quantum computing? I think it's certainly an important wild card for each of these three companies -- even if you don't understand the technology. Before you buy stock in Alphabet, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Alphabet wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $671,477!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,010,880!* Now, it's worth noting Stock Advisor's total average return is 1,047% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Keith Speights has positions in Alphabet, Berkshire Hathaway, and Microsoft. The Motley Fool has positions in and recommends Alphabet, Berkshire Hathaway, International Business Machines, and Microsoft. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Billionaire Warren Buffett Owns These 3 Quantum Computing Stocks. Should You? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
