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IBM Gets $2B for Quantum Chips

Monday, May 25, 2026

Today's Trade Leaks

1
IBM

IBM and GlobalFoundries Shares Soar 12% on $2B Quantum Grants

Shares of IBM and GlobalFoundries just skyrocketed over 12%. Why? A $2B windfall from the U.S. government to fuel quantum computing. IBM's building a quantum chip biz, Anderon, from it. GlobalFoundries grabs $375M to expand quantum chip production. But what stakes does the government now hold? And what does this mean for quantum's future?
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2
MS

SpaceX's $75B IPO: Goldman Leads, Morgan Stanley Handles Retail

SpaceX is blasting off with a $75B IPO, set to break records. Goldman Sachs lands the prestigious "lead left" spot, while Morgan Stanley handles retail. 23 banks, billions in fees. Wall Street's biggest play yet. But how will they manage this behemoth?
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3
LRCX

Lam's New AI Lab: Big Chip Moves with 268% Stock Surge

Lam's new AI lab in Salzburg. A game changer? Chip density boosts, cost cuts, and AI demand surge. Stock rocket: 268% up in a year. But it's trading 139.8% above fair value. Insider selling raises eyebrows. Is this the future of semiconductors or a risky bet? What's next for Lam?
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