Possible scenario
Narrow Safe Harbor
25% Chance
The FCC could compromise by allowing some AI political calls under strict consent, disclosure, opt-out, and authentication rules. This would preserve the 2024 ban’s structure while giving campaigns and vendors a limited compliance path.
Secondary impacts
- Business Services +0.2%
- Technology +0.1%
Tickers
- BAND+2.0%
- TWLO+1.3%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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