President Trump signed two executive orders on quantum computing, spurring gains in quantum stocks even as the broader tech sector weakens—a sign that government support is becoming a concrete financial driver for the emerging industry.

What happened

President Trump signed two executive orders directing federal agencies to deploy a quantum computer capable of supporting scientific research by 2028, and to prepare for the security risks that powerful quantum systems may pose to traditional encryption. Quantum stocks responded immediately: D-Wave Quantum rose 4%, Rigetti Computing rose 2%, IonQ rose 1%, and IBM rose 4.5% in premarket trading, even as global technology stocks faced broader weakness.

What to watch

IBM stands out among quantum players because it generated nearly $69 billion（約11兆円） in revenue over the last 12 months and remains profitable, whereas most other quantum companies remain speculative and have not yet proven their business models. For investors willing to accept more risk, IonQ is widely viewed as one of the leaders among pure-play quantum firms and has established partnerships across government and enterprise markets. However, quantum ETFs like the Corgi Quantum Computing ETF (down about 2% in premarket) are not fully capturing the sector's gains because their diversified portfolios include smaller quantum companies not participating in today's rally.