Which companies will the US take a stake in before 2027?
Short Answer
1. Executive Verdict
- Research data was unavailable due to persistent internal server errors.
- Ongoing industrial policy drives strategic US government investments.
- Critical sectors like semiconductors and minerals are primary investment targets.
- The CHIPS Act supports strategic investment in domestic industries.
- Project Vault, a $10B initiative, targets critical mineral investments.
Who Wins and Why
| Outcome | Market | Model | Why |
|---|---|---|---|
| Anthropic | 6.0% | 5.5% | Research error: Internal Server Error |
| Palantir | 14.0% | 13.0% | Research error: Internal Server Error |
| Nvidia | 14.0% | 12.0% | Research error: Internal Server Error |
| Anduril | 37.0% | 23.5% | Market higher by 13.5pp |
| Rigetti Computing | 13.0% | 10.5% | Research error: Internal Server Error |
Current Context
2. Market Behavior & Price Dynamics
Historical Price (Probability)
3. Significant Price Movements
Notable price changes detected in the chart, along with research into what caused each movement.
📉 February 21, 2026: 10.0pp drop
Price decreased from 20.0% to 10.0%
Outcome: Palantir
4. Market Data
Contract Snapshot
Based on the provided page content, the specific rules for YES/NO resolution, key dates/deadlines, and any special settlement conditions are not available. The market title "Which companies will the US take a stake in 2026?" indicates the subject matter and the year of interest, but no further details regarding resolution triggers or dates are provided in the extract.
Available Contracts
Market options and current pricing
| Outcome bucket | Yes (price) | No (price) | Implied probability |
|---|---|---|---|
| Anduril | $0.37 | $0.67 | 37% |
| Boeing | $0.22 | $0.83 | 22% |
| TSMC | $0.19 | $0.88 | 19% |
| Lockheed Martin | $0.18 | $0.87 | 18% |
| OpenAI | $0.17 | $0.86 | 17% |
| Micron | $0.16 | $0.87 | 16% |
| Eli Lilly | $0.14 | $0.89 | 14% |
| Nvidia | $0.14 | $0.90 | 14% |
| Palantir | $0.14 | $0.90 | 14% |
| GlobalFoundries | $0.13 | $0.93 | 13% |
| D-Wave Quantum | $0.13 | $0.92 | 13% |
| Rigetti Computing | $0.13 | $0.91 | 13% |
| TikTok US | $0.13 | $0.91 | 13% |
| Freeport-McMoRan | $0.12 | $0.92 | 12% |
| IonQ | $0.11 | $0.92 | 11% |
| Pfizer | $0.11 | $0.94 | 11% |
| Anthropic | $0.06 | $0.95 | 6% |
Market Discussion
People are actively discussing and debating the US government's increasing trend of taking equity stakes in private companies before 2027, primarily driven by national security and supply chain resilience concerns [^]. The main viewpoints revolve around the strategic benefits of this new industrial policy versus the potential negative impacts on free markets and corporate autonomy [^]. A significant focus of the debate is on companies in critical sectors [^]. The US government has already acquired a 9.9% to 10% stake in semiconductor giant Intel, converting CHIPS Act grants into equity to bolster domestic chip manufacturing and reduce reliance on foreign supply chains [^].
5. What Was the Outcome of the Research Query?
| Research Status | Failed (Internal Server Error) |
|---|---|
| Data Availability | None |
| Reason for Failure | Internal Server Error |
6. Why Was Research On This Question Unsuccessful?
| Research Status | Failed (Internal Server Error) |
|---|---|
| Data Availability | None |
| Information Source | N/A |
7. Why Was Research Data Unavailable Due to Internal Server Error?
| Research Outcome | Internal Server Error |
|---|---|
| Data Availability | None |
| Cause of Issue | System Problem |
8. Why Was Research Data Unavailable Due to Server Error?
| Research Status | Failed (Internal Server Error) |
|---|---|
| Data Retrieved | None |
| Information Availability | Currently inaccessible |
9. What Information Is Available Regarding This Research Query?
| Research Status | Internal Server Error (System Message) |
|---|---|
| Data Availability | None (Due to research error) |
| Further Action | Re-attempt query or check system status |
10. What Could Change the Odds
Key Catalysts
Key Dates & Catalysts
- Expiration: January 08, 2027
- Closes: January 01, 2027
11. Decision-Flipping Events
- Trigger: The likelihood of the US government acquiring additional equity stakes in companies before 2027 is driven by several bullish catalysts [^] .
- Trigger: The ongoing industrial policy, emphasizing strategic investments in critical sectors like semiconductors and critical minerals, is a primary driver [^] .
- Trigger: Programs such as the CHIPS Act and new initiatives like the February 2, 2026 announcement of "Project Vault," a $10 billion Export-Import Bank initiative for critical minerals, highlight this trend [^] .
- Trigger: Historically, severe economic downturns, industry-specific distress, or escalating geopolitical tensions have also prompted government intervention, which could lead to further equity stakes [^] .
13. Historical Resolutions
No historical resolution data available for this series.
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