[Key Points on NY Stocks] IBM sold off on quantum computing-related news; energy sector remains strong (as of the 3rd) - Moomoo

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Learn our Privacy Policy here. ▼ＩＢＭ＝利益確定や調整的な売りが殺到し、７．１７％安の３０５．６３ドルで取引を終えた。下落率はダウ平均構成株のうち最大。テクニカル指標で短期的に買われ過ぎ状態が示され、売りを後押しした。トランプ米政権は、量子コンピューターの開発に従事している企業９社に株式取得などを通じて総額２０億ドルの助成金を交付する方針だと２１日に報じられ、ＩＢＭは１０億ドルの助成で合意済みという。各１億ドルが交付される予定のリゲッティ・コンピューティング（１０．３６％安の２４．１０ドル）、Ｄウエーブ・クオンタム（７．８９％安の２７．５５ドル）も売りにさらされた。 ▼ＫＫＲ＝４．１５％安の９０．５３ドル。スイスの資金運用会社パートナーズ・グループ・ホールディングがプライベートエクイティ（ＰＥ）ファンドからの引き出しを制限されたとの報を受け、資金運用会社の一角が下落。 ブラックストーンは４．０３％安の１１０．２８ドル、ブルー・アウル・キャピタルは３．７７％安の９．６９ドルで引けた。 ▼パロアルトネットワークス＝５．６４％安の２８０．４３ドル。サイバーセキュリティーサービスを提供する同社が２日発表した２０２６年２～４月期（２６年度第３四半期）決算は、売上高、調整後の１株当たり利益（ＥＰＳ）ともに市場予想を上回った。５～７月期の売上高見通しを市場予想を上回る水準に設定し、２６年度通期の業績見通しを引き上げたものの、株価は下落した。同業株も圧迫され、ゼットスケーラ―が６．７８％安の１３４．３７ドル、クラウドストライク・ホールディングスは２．７８％安の７４７．６１ドルで引けた。 △エクソンモービル＝１．９９％高の１５２．５３ドル。シェブロンは１．１５％高の１８９．７１ドル。中東情勢が緊迫化する中、米原油先物相場は再び急上昇した。エネルギー関連株にも買いが波及。Ｓ＆Ｐ５００種の主要１１セクターで、エネルギーは上昇率で首位となった。 △マーベル・テクノロジー・グループ＝米半導体大手の同社は３．７３％高の３０１．６５ドル。同業エヌビディアのフアン最高責任者（ＣＥＯ）は２日、マーベルについて「次の（時価総額）１兆ドル企業」と評価した。この発言をきっかけにマーベル株価は前日、３２％急騰しており、買い地合いを維持した。ただ、時間外取引ではマイナスに転じている。（ニューヨーク時事） ▼ IBM closed at $305.63, down 7.17%, as profit-taking and corrective selling surged. The decline was the steepest among Dow Jones Industrial Average components. Technical indicators signaled that the stock was overbought in the short term, reinforcing downward pressure. On the 21st, it was reported that the Trump administration plans to award a total of $2 billion in grants—through equity investments and other means—to nine companies engaged in quantum computing development, with IBM having already agreed to receive $1 billion. Rigetti Computing, which is slated to receive $100 million, fell 10.36% to $24.10, while D-Wave Quantum, also expected to receive $100 million, declined 7.89% to $27.55, both hit by selling pressure. ▼ KKR ended at $90.53, down 4.15%. Shares of asset management firms declined following reports that Partners Group Holding, a Swiss asset manager, had imposed restrictions on withdrawals from its private equity (PE) funds. Blackstone closed down 4.03% at $110.28, and Blue Owl Capital finished 3.77% lower at $9.69. ▼ Palo Alto Networks closed at $280.43, down 5.64%. The cybersecurity services provider reported fiscal third-quarter results for February–April 2026 on the 2nd, with both revenue and adjusted earnings per share (EPS) exceeding market expectations. Although the company raised its full-year 2026 outlook and issued a revenue forecast for May–July above consensus estimates, its shares declined. Peer stocks were also pressured, with Zscaler falling 6.78% to $134.37 and CrowdStrike Holdings closing down 2.78% at $747.61. △ Exxon Mobil rose 1.99% to $152.53. Chevron gained 1.15% to $189.71. U.S. crude oil futures surged again amid escalating tensions in the Middle East, spurring buying in energy-related stocks. The energy sector led gains among the S&P 500’s 11 major sectors. △ Marvell Technology Group climbed 3.73% to $301.65. NVIDIA CEO Jensen Huang commented on Marvell on the 2nd, calling it the 'next trillion-dollar company.' Following this remark, Marvell's shares soared 32% the previous day and maintained strong buying momentum, though they turned negative in after-hours trading. (Jiji Press, New York) Use the share button in your browser to share the page with your friends Investment products and services are offered through Moomoo Financial Inc., Member SIPC./FINRA. For further information about Moomoo Financial Inc., please visit Financial Industry Regulatory Authority (FINRA)’s BrokerCheck. Options trading entails significant risk and is not appropriate for all customers. It is important that investors read Characteristics and Risks of Standardized Options before engaging in any options trading strategies. Options transactions are often complex and may involve the potential of losing the entire investment in a relatively short period of time. 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