Possible scenario
Allied Copycat Bans
18% Chance
US allies treat the federal ban as a signal that DeepSeek-derived systems pose unresolved data and security risks. The response is uneven, with some governments adopting federal-use restrictions while others rely on procurement guidance.
Secondary impacts
- Technology -1.7%
- Business Services +0.4%
- Telecommunications -0.1%
Tickers
- PLTR+0.8%
- MSFT+0.7%
- NOW+0.4%
- -0.4%
Portfolio impact
S&P 500-0.6%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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