Judge finds weak evidence for supply-chain label

A federal judge ruled the government hasn't shown sufficient proof to designate Anthropic a supply-chain risk, undermining the administration's ban and raising uncertainty around regulatory limits on AI model deployments; the ruling could affect other AI vendors facing similar national-security-based restrictions. Investors should watch follow-up legal filings and potential appeals that will determine whether the ban is reinstated or overturned, which would impact Anthropic's commercial access and competitive positioning.