Which company will the U.S. government take a stake in next? Here’s what traders think

Key points

• Traders place 32% odds that IonQ will get a government stake in 2026. IonQ was one of the quantum computing companies that wasn't part of the Thursday announcement, but its stock still jumped more than 12% on the news.
• Shares then rose more than 7% on Friday.
• So where might the government take its shopping cart next?
• Traders on prediction market platform Kalshi are putting money on the question.
• Quantum stocks jumped this week on news that the U.S. government was taking equity stakes in nine companies, including IBM, as President Donald Trump's administration continues to acquire shares of private sector companies.