Hardline Curbs Advance

its chance, of the story’s futures

−1.3%on the S&P 500, if it happens

The CIA briefing and Jensen Huang scandal give China hawks the political leverage to push a broad export-control package. Nvidia’s customer-led lobbying fails to overcome bipartisan concern that downgraded AI chips still aid Chinese military and intelligence capabilities.

What it moves

Technology−2.7%

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.

Hardline Curbs Advance

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