This week, quantum stocks experienced a notable surge following the announcement that the U.S. government is taking equity stakes in several companies, including IBM. This move by the Trump administration has led traders on the prediction market platform Kalshi to speculate on which companies might be next to receive government investments.
IonQ, a quantum computing firm not included in the initial announcement, saw its stock price increase by over 12% and continued to rise more than 7% the following day, with traders assigning a 32% probability that it will receive a government stake by 2026.
Similarly, Anduril Industries, a defense technology company, has a 31% chance of being targeted for investment this year, especially after its recent funding round that boosted its valuation to $61 billion.
Additionally, Micron Technology is also in the mix, with traders estimating a 28% likelihood of a government stake, following a significant 160% stock price increase attributed to a memory shortage driven by artificial intelligence demand.
Notably, previous discussions about government stakes in Micron did not materialize, as the White House indicated it would not pursue investments in chip companies. The outcome of these predictions will depend on official announcements from the companies or government agencies involved