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

Cnbc · 🇺🇸 public United States · May 22, 2026 · 305 words · By Davis Giangiulio

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

Quantum stocks jumped this week on news that the U.S.

Claims checked 14

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center86%

Right14%

7 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Quantum stocks jumped this week on news that the U.S.

Why it matters

government was taking equity stakes in nine companies, including IBM, as President Donald Trump's administration continues to acquire shares of private sector companies.

Common ground

So where might the government take its shopping cart next?

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: Which company will the U.S. government take a stake in next? Here’s what traders think?
What evidence would most clearly confirm or weaken the claim that Anduril is a privately-owned defense technology company based in California?
What should readers watch for in the next update to know whether the story is changing?

open_in_new Read the original article: https://www.cnbc.com/2026/05/22/which-company-will-the-us-government-take-a-stak…

fact_checkClaims Checked

eFinder analyzed this article and checked 14 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

info Single Source 4

schedule Pending 4

check_circle Corroborated 3

help Insufficient Evidence 2

verified Verified By Reference 1

verified

Claim 1: “Anduril is a privately-owned defense technology company based in California”

VERIFIED BY REFERENCE

Wikipedia and other sources explicitly state that Anduril Industries is a private military/defense technology company headquartered in California (specifically Costa Mesa).

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web search NEUTRAL — Anduril Industries, Inc. Company type. Private. Industry.An Anduril Standard Range Sentry Tower in California. Anduril Industries, Inc. is an American military technology company specializing in the d…
https://en.wikipedia.org/wiki/Anduril_Industries

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web search NEUTRAL — Anduril Industries builds advanced autonomous systems and defense technology to protect US and allied forces. Creating the future of national security through AI, robotics, and cutting-edge engineerin…
https://www.anduril.com/

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web search NEUTRAL — Anduril Industries is a defense tech company founded in 2017, headquartered in Costa Mesa, California, with a mission to revolutionize military capabilities through autonomous systems. Think drones, u…
https://jesse-qin.medium.com/why-im-obsessed-with-studying-a…

info

Claim 2: “Traders place 32% odds that IonQ will get a government stake in 2026”

SINGLE SOURCE

The provided search results for this claim are generic descriptions of traders or unrelated Facebook pages and do not mention Kalshi odds for IonQ in 2026.

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web search NEUTRAL — Find information about products or services related to trading, and contact information for a company. Get listed in the traders’ resource. A discussion forum for technical analysts, traders, and acti…
https://traders.com/

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web search NEUTRAL — Dakhsita traders , Panipat. 303 likes · 2 talking about this. I’m Dakhsika traders
https://www.facebook.com/people/Dakhsita-traders/61587473606…

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web search NEUTRAL — Aug 23, 2025 · Traders engage in short-term buying and selling of financial assets to capitalize on market trends. There are numerous trading strategies, including scalping, day trading, and swing tra…
https://www.investopedia.com/terms/t/trader.asp

help

Claim 3: “traders place 28% odds that Micron Technology gets a U.S. government stake”

INSUFFICIENT EVIDENCE

No evidence was provided for this claim.

check_circle

Claim 4: “the U.S. government was taking equity stakes in nine companies, including IBM”

CORROBORATED

Multiple independent web search results confirm the U.S. government took equity stakes in nine quantum computing companies, specifically mentioning IBM as a beneficiary.

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web search NEUTRAL — The US government has taken $2 billion worth of equity stakes in nine quantum computing companies, including one linked to the Trump family and another taken public by a current Pentagon official. IBM…
https://www.engadget.com/2178415/us-is-taking-equity-stakes-…

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web search NEUTRAL — By taking ownership stakes in nine firms, the federal government is essentially acting as a strategic investor, not just a patron. Think of it as the government running its own sovereign wealth fund p…
https://cryptobriefing.com/us-government-2b-quantum-computin…

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web search NEUTRAL — A $2 billion U.S. government investment launches IBM’s Anderon foundry and marks a turning point for quantum computing, with equity stakes signaling a new era of public-private partnership.
https://evrimagaci.org/gpt/ibm-secures-billion-dollar-quantu…

help

Claim 5: “Shares of Micron have surged more than 160% in 2026”

INSUFFICIENT EVIDENCE

No evidence was provided for this claim.

schedule

Claim 6: “In August... the U.S. stake in Intel was first revealed”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 7: “IonQ... stock still jumped more than 12% on the news [of the Thursday announcement]”

SINGLE SOURCE

While search results mention IonQ's stock and general surges, none of the provided evidence specifically confirms a 'more than 12%' jump following a 'Thursday announcement' of government equity stakes.

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web search NEUTRAL — IonQ, Inc. is an American quantum computing hardware and software company headquartered in College Park, Maryland. The company develops general-purpose trapped ion quantum computers and accompanying s…
https://en.wikipedia.org/wiki/IonQ

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web search NEUTRAL — Find the latest IonQ, Inc. (IONQ) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/IONQ/?fr=sycsrp_catchall

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web search NEUTRAL — IonQ delivers trapped ion quantum computing systems, cloud access, and enterprise solutions for real-world quantum applications.
https://www.ionq.com/

schedule

Claim 8: “CNBC and Kalshi have a commercial relationship that includes customer acquisition and a minority investment”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 9: “the White House said it wouldn't seek stakes in chip companies increasing investment in the U.S.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 10: “Shares [of IonQ] then rose more than 7% on Friday”

SINGLE SOURCE

Search results mention IonQ stock rises generally, but there is no specific evidence confirming a 'more than 7%' rise on the Friday following the announcement.

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web search NEUTRAL — IonQ stock rise. Top news. Yahoo Finance. Why IonQ Stock Surged This Week. 5 hours ago.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…

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web search NEUTRAL — IonQ (NYSE:IONQ | IONQ Price Prediction) stock just earned a strong endorsement from Northland, as analyst Nehal Chokshi initiated coverage… Nvidia’s $600 Million Quantum Computing Bet: Time to Buy Ri…
https://247wallst.com/investing/2026/05/15/quantum-computing…

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web search NEUTRAL — IonQ's narrative projects $388.6 million revenue and $24.0 million earnings by 2028. This requires 69.5% yearly revenue growth and about a $1.5 billion earnings increase from -$1.5 billion today. Unco…
https://finance.yahoo.com/markets/stocks/articles/ionq-ionq-…

schedule

Claim 11: “there were reports that the government was considering taking a stake in Micron”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

check_circle

Claim 12: “The Palmer Luckey company has worked with the Trump administration closely, including on the proposed "Golden Dome" missile defense system”

CORROBORATED

Multiple sources confirm Anduril was co-founded by Palmer Luckey and is working on the 'Golden Dome' anti-missile system in connection with the Trump administration's goals.

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web search NEUTRAL — Anduril Industries, Inc. is an American military technology company specializing in the development of advanced autonomous systems. It was cofounded in 2017 by Palmer Luckey, alongside Trae Stephens, …
https://en.wikipedia.org/wiki/Anduril_Industries

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web search NEUTRAL — Palmer Luckey-founded Anduril was previously awarded multiple smaller contracts to develop prototype systems. The firms have also worked with Elon Musk's SpaceX on related efforts.
https://www.benzinga.com/markets/tech/26/03/51448927/palanti…

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web search NEUTRAL — Anduril and Palantir have been interested in being a part of Golden Dome since its inception. The software would connect the radars and other sensors to detect and track airborne threats.
https://www.jpost.com/defense-and-tech/article-891121

check_circle

Claim 13: “Last week, the company [Anduril] unveiled a new funding round that doubled its valuation to $61 billion”

CORROBORATED

Two independent news sources (CNBC and another report) confirm that Anduril raised $5 billion in a funding round that doubled its valuation to $61 billion in May 2026.

travel_explore

web search NEUTRAL — Anduril Industries, Inc. is an American military technology company specializing in the development of advanced autonomous systems.
https://en.wikipedia.org/wiki/Anduril_Industries

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web search NEUTRAL — May 13, 2026 · Tune in all week for full coverage of the 2026 CNBC Disruptor 50 companies Anduril raised $5 billion in a funding round led by Thrive Capital and Andreessen Horowitz, doubling its valua…
https://www.cnbc.com/2026/05/13/anduril-valuation-defense-te…

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web search NEUTRAL — May 13, 2026 · Anduril Raises $5 Billion, as Push to Modernize the Military Accelerates The start-up, which makes A.I.-backed weapons, was valued at $61 billion in the financing round, double what it …
https://www.nytimes.com/2026/05/13/technology/anduril-raises…

info

Claim 14: “Anduril Industries, which traders give a 31% chance of getting a U.S. government stake this year”

SINGLE SOURCE

The search results explain what Kalshi is and mention other trades, but do not provide the specific 31% probability figure for Anduril Industries.

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web search NEUTRAL — Kalshi is a regulated exchange & prediction market where you can trade on the outcome of real-world events. Buy and sell Event Contracts.Trader. Get the classic Kalshi experience. You can always switc…
https://kalshi.com/

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web search NEUTRAL — Traders on Polymarket were more optimistic about a deal before 2027, placing odds of 65% on the bet. Disclosure: CNBC and Kalshi have a commercial relationship that includes customer acquisition and a…
https://www.nytimesnewstoday.com/kalshi-traders-see-odds-ris…

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.