特朗普签署两项行政令，推动2028年部署用于科学研究的量子计算机。受消息影响，量子计算股夜盘普遍造好， D-Wave Quantum Inc.升7%， Quantum Computing Inc.升6%， IONQ Inc.升6%。
IBM夜盘则升4%，此前特朗普称赞该公司。
美光科技夜盘续扬逾1%。本周稍后公布业绩的美光，与Anthropic达成记忆芯片长期供应协议。
SpaceX夜盘反弹逾1%，该股周一股价大跌16%，市值蒸发4000亿美元并跌破首日收盘价。谷歌夜盘续跌，该股周一收跌5%，此前AI负责人Jumper离职。
甲骨文夜盘微升，该股周一跌5%。甲骨文一年裁员2.1万人，称AI已取代部分岗位。
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