Report Gains Acceptance

its chance, of the story’s futures

+0.4%on the S&P 500, if it happens

Independent reviewers and U.S. officials treat the forensic finding as credible evidence that DeepSeek V4.1 Flash was not trained on restricted Nvidia Blackwell GPUs. The immediate market read is modestly risk-positive for AI infrastructure and Chinese AI platforms because the most severe allegation is not substantiated for the latest model.

What it moves

Technology+0.9%
Business Services+0.3%

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.

Report Gains Acceptance

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