Possible scenario
Regulatory Scrutiny Returns
25% Chance
The recent probes into DeepSeek and Moonshot make regulators more sensitive to data handling by fast-growing AI startups. A founder with ByteDance ties could draw attention to employee mobility, training data provenance and offshore routing of user queries.
Secondary impacts
- Technology -0.2%
Portfolio impact
S&P 500-0.1%
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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