According to @KobeissiLetter, shares of IonQ, ticker IONQ, and other large quantum computing stocks surged over 14% on news that the Trump Administration is in talks to take stakes in several quantum computing companies. Source: @KobeissiLetter on X, Oct 23, 2025. The report highlights a sector-wide rally tied to potential U.S. government equity participation but does not name specific companies or provide a timeline. Source: @KobeissiLetter on X, Oct 23, 2025. The post did not reference any direct impact on cryptocurrency markets. Source: @KobeissiLetter on X, Oct 23, 2025.

According to @StockMKTNewz, the Trump administration is discussing the U.S. taking a stake in Intel (INTC), implying potential direct government equity involvement in a leading U.S. chipmaker. Source: @StockMKTNewz on X, Aug 14, 2025. Intel has been designated a strategic manufacturer with up to $8.5 billion in CHIPS Act direct funding and up to $11 billion in loans to expand U.S. fabs, underscoring its systemic role in domestic advanced manufacturing. Source: U.S. Department of Commerce press release, Mar 20, 2024. U.S. semiconductor capacity expansion is being driven by federal incentives under the CHIPS for America program, making related policy headlines directly relevant to sector capital investment and production timelines. Source: CHIPS for America Program Overview, U.S. Department of Commerce, 2024. U.S.-listed Bitcoin miners such as Riot Platforms (RIOT) and Marathon Digital (MARA) disclose reliance on imported ASIC miners from Bitmain and MicroBT and identify supply-chain and U.S. policy risks in their risk factors, which aligns semiconductor policy developments with crypto mining hardware availability considerations. Source: Riot Platforms, Inc. Form 10-K for fiscal year 2023; Marathon Digital Holdings, Inc. Form 10-K for fiscal year 2023.