Strict Federal Enforcement

42%its chance, of the story’s futures

+0.5%on the S&P 500, if it happens

The White House, OMB, CISA, and GSA implement the expanded ban broadly across federal procurement, SaaS tools, cloud marketplaces, and contractor systems. Agencies require vendors to attest that embedded AI features are not built on DeepSeek, Alibaba Qwen, Baidu Ernie, or other Chinese-origin foundation models.

What it moves

Technology+0.9%
Business Services−0.4%

Sectors in percent; other series by direction only.

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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