Micron Technology Office, San Jose, California, December 16, 2025.
David Paul Morris | Bloomberg | Getty Images
Quantum shares soared this week on news that the U.S. government will buy stakes in nine companies, including IBM, as President Donald Trump’s administration continues to buy stakes in private companies.
So where will the government take its shopping cart next? Traders at prediction market platform Karshi are putting money into this question.
Traders see a 32% chance that IonQ will acquire the government’s stake in 2026. IonQ was one of the quantum computing companies not included in Thursday’s announcement, but its stock still rose more than 12% on the news. The stock then rose more than 7% on Friday.
Anduril Industries is also on the list, with traders giving it a 31% chance of acquiring a U.S. government stake this year.
Anduril is a California-based private defense technology company. Last week, the company announced a new funding round that doubled its valuation to $61 billion. Palmer Luckey has worked closely with the Trump administration, including on the proposed Golden Dome missile defense system.
Finally, traders have a 28% chance that Micron Technology will acquire the U.S. government stake. Micron’s stock price soared more than 160% in 2026, thanks to memory shortages due to increased artificial intelligence.
The contract will only be resolved to “yes” if there is an official announcement or verification by the company or government agency. ”
In August, around the same time that the US investment in Intel was first revealed, there were reports that the government was considering an investment in Micron. However, that proposal did not materialize, and the White House said it would not seek to acquire stakes in semiconductor companies expanding their investments in the United States.
Representatives for Micron, Anduril and Aeon Q could not be reached for comment.
Disclosure: CNBC and Kalsi have a commercial relationship that includes customer acquisition and minority ownership.
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