Anthropic’s “supply chain risk” designation removed by May 31?

• 01
  Price move

  Down 14pp over 24h

  Now 28¢; -0.5pp in the last hour.

• 02
  Active signal

  Resolution-risk signal firing

  Spread is wide enough that intraday moves overstate any tradeable edge.

• 03
  Spread cost

  Wide spread — 13.0¢

  Bid-ask spread is wide enough that intraday moves overstate any tradeable edge. Most of the headline pp move would be eaten by spread on a market order.

Each factor is grounded in a single named metric you can verify on this page — probability, volume, liquidity, signal, resolution state. No predictions, no prose hallucinations.

On March 5, 2026, the U.S. Department of Defense (Pentagon) formally designated Anthropic as a supply chain risk to national security, effectively barring the Department of Defense and its contractors from collaborating with Anthropic. You can read more about that here: https://www.reuters.com/technology/pentagon-informed-anthropic-it-is-supply-chain-risk-official-says-2026-03-05/ This market will resolve to "Yes" if the designation is officially rescinded, withdrawn, or nullified by a competent authority by the specified date (ET). Otherwise, this market will resolve to "No". The designation may be removed through executive reversal, agency reversal, or a final court ruling. Executive actions or guidance that merely bypass the designation, allowing U.S. agencies to continue using Anthropic’s AI despite the supply chain risk label, will not qualify. Court rulings that strike down or invalidate the designation as unlawful will qualify. Court orders that only temporarily block, stay, or enjoin the designation will not qualify. The primary resolution source for this market will be a consensus of credible reporting.