Rich Duprey
Thu, May 21, 2026 astatine 12:13 PM CDT 5 min read
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The Trump medication is expanding authorities equity stakes successful strategical industries—rare earths, semiconductors, and quantum computing—fundamentally blurring the enactment betwixt authorities regularisation and backstage superior allocation, which tin distort absorption incentives erstwhile governmental priorities instrumentality precedence implicit shareholder returns.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and IBM wasn't 1 of them. Get them present FREE.
The markets were stunned past July erstwhile the Trump medication announced it was investing $400 cardinal into uncommon earths miner MP Materials (NYSE:MP) to bolster home uncommon world production. A period aboriginal came an adjacent bigger surprise: astir $8.9 cardinal directed toward Intel (NASDAQ:INTC).
The banal marketplace has spent decades operating nether a elemental presumption that, absent immoderate nationalist calamity specified arsenic aft the 9-11 attacks oregon during the fiscal crisis, governments modulate industries, but backstage investors allocate capital. During Trump's 2nd term, that enactment is rapidly blurring.
Over the past 10 months, the Trump medication has taken nonstop equity stakes successful six publically traded companies -- not during a recession oregon nationalist emergency, but arsenic a substance of concern policy.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and IBM wasn't 1 of them. Get them present FREE.
Now Trump is doing it again, extending the strategy into quantum computing by announcing $2 cardinal successful investments crossed 9 companies and efficaciously expanding the government's banal portfolio by 150%. International Business Machines (NYSE:IBM) is emerging arsenic the large quantum computing winner.
IBM Is Becoming the Face of Trump’s Quantum Push
According to a study from The Wall Street Journal, pure-play quantum companies including Rigetti Computing (NASDAQ:RGTI) and D-Wave Quantum (NASDAQ:QBTS) volition reportedly person astir $100 cardinal each. Other beneficiaries see GlobalFoundries (NASDAQ:GFS) and Infleqtion (NASDAQ:INFQ), but IBM is getting the lion’s stock -- reportedly astir $1 billion.

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