5 Top 2026 Stock Picks Are Companies Backed by Massive US Government Stakes

"In recent years, particularly under the current administration as of early 2026, the U.S. government has shifted toward some direct equity investments and partnerships in strategic private companies, often framed as efforts to bolster national security, reduce reliance on foreign supply chains (especially from China), and support key industries like semiconductors and critical minerals. This approach has been likened across Wall Street to an informal "American sovereign wealth fund" and has led the government to acquire significant stakes in certain publicly traded firms."

"The moves by the government and President Trump are tied to public-private partnerships, loans, offtake agreements, and national security priorities, which have sparked both market enthusiasm, driving share price gains in recipient companies, and debate over government intervention in free markets. The portfolio continues to expand, with a focus on sectors vital to defense, AI, electric vehicles, and energy independence."

"Based in Canada, this top company pays a small 0.15% dividend and supplies products to nuclear reactors used to generate electricity. Cameco Corp. ( NYSE: CCJ) is a provider of uranium fuel for generating baseload electricity worldwide. The Commerce Department signed a deal with Cameco and Brookfield, which also owns Westinghouse, last October to finance the construction of Westinghouse nuclear plants valued at $80 billion."

The U.S. government has shifted toward direct equity investments and partnerships in strategic private companies to bolster national security and reduce reliance on foreign supply chains, especially from China. The approach has been likened by Wall Street to an informal "American sovereign wealth fund," with the government acquiring significant stakes in publicly traded firms and acting as a market backstop. Investments use public-private partnerships, loans, offtake agreements, and national-security priorities, focusing on defense, AI, semiconductors, electric vehicles, and energy independence. Recipient companies tracked in the 24/7 Wall St. research database carry Buy ratings. Cameco supplies uranium fuel, operates uranium and fuel services segments, and joined a Commerce Department and Brookfield deal to help finance Westinghouse nuclear plant construction valued at $80 billion.

Read at 24/7 Wall St.