Possible scenario
Targeted Sanctions Hold
42% Chance
The U.S. treats the MiraclePlus action as a targeted response to alleged Google AI-related theft rather than the start of a sweeping new China AI campaign. Banks, cloud vendors, and chip suppliers cut ties with MiraclePlus, but the immediate market read-through stays mostly confined to China-linked AI venture activity.
Secondary impacts
- Technology -0.3%
- Business Services -0.2%
Tickers
- GOOG+0.3%
Portfolio impact
S&P 500-0.1%
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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