Which companies will the US take a stake in?

Traders currently price "GlobalFoundries" at 87% for "Which companies will the US take a stake in?". Full distribution: GlobalFoundries 87%, D-Wave 78%, Rigetti 71%, Unusual Machines 52%. The market has traded $169K in total volume and resolves Dec 31, 2026. The Trump administration’s expansion of equity stakes in strategic sectors since early 2025 has established a clear pattern of converting CHIPS Act grants, Defense Department funding, and other incentives into minority ownership positions, now totaling roughly $27 billion across about 30 companies. Recent Commerce Department letters of intent in July 2026 tied additional quantum and semiconductor awards to equity conditions, building directly on the August 2025 Intel transaction (9.9 percent stake) and earlier holdings in MP Materials and defense suppliers. Traders price quantum firms such as GlobalFoundries highest because they align with announced CHIPS R&D priorities and pending awards, while broader industrial-policy momentum under Republican congressional support sustains elevated probabilities for additional semiconductor, critical-minerals, and defense names. Scheduled NDAA provisions and further Commerce announcements through year-end remain the principal near-term catalysts.

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