Possible scenario
Delay And Renegotiation
25% Chance
The California offer reduces political opposition but does not fully settle the antitrust case. The parties keep negotiating while the trial calendar, financing commitments, and merger agreement deadlines become the dominant risks.
Secondary impacts
- Consumer Services -0.3%
Tickers
- SKYD-2.6%
- NFLX+0.3%
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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