Which company will the U.S. government take a stake in next?

Quantum shares jumped this week following news that the U.S. government would buy shares of nine companies, including. IBM’sAs President Donald Trump’s administration continues to buy shares in private sector companies.

So where can the government take the shopping cart next? Investors on prediction market platform Kalshi are placing money on this question.

Investors put a 32% chance that IonQ will take a government stake in 2026. IonQ It was one of the quantum computing companies not included in Thursday’s announcement, but its shares still rose more than 12% on the news. Shares then rose more than 7% on Friday.

The list also includes Anduril Industries, where traders have a 31% chance of buying a stake from the US government this year.

Anduril is a privately held defense technology company based in California. Last week, the company announced a new round of financing that doubled its valuation to $61 billion. Palmer Luckey company worked with We are closely involved with the Trump administration, including on the proposed “Golden Dome” missile defense system.

Finally, investors place a bet of 28%: Micron Technology It buys shares from the US government. Micron’s shares are up more than 160% in 2026 due to the memory shortage caused by the development of artificial intelligence.

“Contracts will only be awarded ‘yes’ if an official statement is made or confirmed by the company or a government agency.”

In August, around the time the USA stepped in Intel When it first emerged, there were reports that the government was considering buying a stake in Micron. However, this proposal did not come to fruition and the White House said so. I wouldn’t look for shares in chip companies Investment is increasing in the USA

Representatives for Micron, Anduril and IonQ could not immediately be reached for comment.

Disclosure: CNBC and Kalshi have a business relationship that includes customer acquisition and minority investment.