Kalshi Traders Put 32% Odds on IonQ for Next US Equity Stake as Anduril, Micron Follow
Updated
Updated · CNBC · May 22
Kalshi Traders Put 32% Odds on IonQ for Next US Equity Stake as Anduril, Micron Follow
2 articles · Updated · CNBC · May 22
Kalshi traders now assign the highest 2026 odds to IonQ at 32% for a new U.S. government equity stake, ahead of Anduril at 31% and Micron at 28%.
Those bets followed the administration’s announcement of stakes in nine companies, including IBM, which lifted quantum shares and fueled speculation over the next targets.
IonQ, though excluded from Thursday’s list, still jumped more than 12% on the news and gained another 7% Friday, showing how strongly investors are reacting to stake rumors.
Anduril enters the market’s shortlist after doubling its valuation to $61 billion in a new funding round and deepening work with the Trump administration on the proposed Golden Dome missile shield.
Micron had already been floated as a possible target last August when Intel’s government stake surfaced, but no deal emerged and the White House later said it would not seek stakes in chipmakers expanding U.S. investment.
After a $2 billion quantum bet, will the government target AI chips or autonomous defense systems next?
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