Which company will the U.S. government take a stake in next?
CNBC • • business
Key Points:
- Quantum stocks surged following the U.S. government's announcement of equity stakes in nine companies, including IBM, as part of the Trump administration's ongoing investments in private sector firms.
- Prediction market platform Kalshi indicates a 32% chance that IonQ, a quantum computing company not included in the recent announcement, will receive a government stake in 2026, with its stock rising over 19% in two days.
- Anduril Industries, a defense tech firm valued at $61 billion, has a 31% probability of gaining a government stake this year, reflecting its close ties with the Trump administration and recent funding success.
- Micron Technology, benefiting from a memory shortage amid AI expansion and having seen a 160% stock surge in 2026, is assigned a 28% chance of government investment, despite previous reports that such a stake was unlikely.
- Official confirmation of any government stakes depends on verified announcements by relevant companies or agencies, and representatives from the companies involved have yet to comment.