Possible scenario
Power Curbs Prevail
22% Chance
Johnson uses the meeting to hear industry concerns but keeps the House's data-center power restrictions largely intact. The policy path shifts toward grid protection, local electricity affordability and mandatory demand management for AI facilities.
Secondary impacts
- Technology -1.6%
- Industrials -0.4%
- Utilities -0.3%
Tickers
- NVDA-2.2%
- ORCL-2.1%
Portfolio impact
S&P 500-0.8%
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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