The stock market will be spooked if the US govt can willy nilly high trajectory darling of the AI world like this though.
Who's next? OpenAI? Google? What if they refuse to allow the DoD to use AI with zero safeguards and Trump's goons decide they are also a "supply chain risk"?
No. The stock market has understood for generations that it's the guys with the guns that protect their gold. The stock market will have a sigh of relief.