-- 木曜午後遅く、ハイテク株は上昇し、ステート・ストリート・テクノロジー・セレクト・セクターSPDR ETF（XLK）は0.3%、ステート・ストリートSPDR S&P半導体ETF（XSD）は4.5%上昇した。 フィラデルフィア半導体指数は2%上昇した。 セクターニュースでは、ブルームバーグの報道によると、Anthropicは新たな資金調達ラウンドを検討しており、これにより同社の企業価値は9,000億ドルを超える可能性があり、世界で最も価値の高いAIスタートアップとしてOpenAIを凌駕する可能性がある。 企業ニュースでは、クアルコム（QCOM）の株価は木曜の取引で15%急騰した。これは、同社が前日に発表した第2四半期の調整後利益と売上高が予想を上回ったことを受けたものだ。 メタ・プラットフォームズ（META）は、前夜に2026年の設備投資見通しを引き上げたことを受け、第1四半期の利益と売上高の好調な業績を相殺する形で7%以上下落した。 アルファベット（GOOGL）の株価は、同社が前夜に発表した第1四半期の業績と売上高が市場予想を上回ったことを受け、9%上昇した。 マイクロソフト（MSFT）は水曜日、2026年暦年の設備投資額を1,900億ドルと見込んでいると発表した。このうち約250億ドルは部品価格の上昇によるものだ。同社の株価は3.8%下落した。
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