Recent policy developments have reinforced trader expectations against further government-mandated removals of major AI models this year. Following the June 2026 Commerce Department directive that forced Anthropic to disable public access to its Fable 5 and Mythos 5 frontier large language models over national security concerns, the Trump administration finalized a voluntary pre-release review framework in early August that explicitly exempts U.S. open-weight models and focuses testing on closed, proprietary systems demonstrating advanced cyber capabilities. This approach, combined with executive emphasis on innovation partnerships rather than broad export controls, has produced limited follow-on actions and no comparable restrictions on other leading developers. Key near-term catalysts include any new benchmark thresholds or classified assessments that could trigger additional directives, though current sentiment reflects skepticism that such steps will broadly curtail public availability before year-end.