Possible scenario
AI Infrastructure Deal
38% Chance
The meeting produces a White House-House framework to accelerate AI data-center construction while softening the impact of the House-backed power curbs. Trump, Speaker Mike Johnson, Nvidia and OpenAI align around faster permitting, dedicated grid interconnections and federal support for Stargate-linked sites.
Secondary impacts
- Technology +1.8%
- Utilities +1.3%
- Industrials +0.7%
- Energy +0.2%
Tickers
- NVDA+3.1%
- ORCL+2.3%
Portfolio impact
S&P 500+1.0%
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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