DeepSeek Faces Ban on U.S. Government Devices. It Echoes Action Against TikTok. - Barron's

1. DeepSeek's rapid rise sparked a stock market selloff last week. 2. Legislation may block DeepSeek on government devices due to data security concerns. 3. This mirrors the approach taken with TikTok in 2022 and 2024. 4. Investor fears of reduced AI spending by Big Tech have been noted. 5. Alphabet's strong capital expenditure guidance has reassured investors recently.