Possible scenario
Pricing Power Holds
38% Chance
Intel and Qualcomm succeed in pushing through higher CPU pricing because supply remains tight and OEMs need guaranteed allocation. Investors read the move as evidence that semiconductor suppliers still have pricing power despite concerns about PC demand elasticity.
Secondary impacts
- Technology +1.0%
Tickers
- INTC+3.5%
- QCOM+2.6%
- AMD+1.3%
- DELL-0.4%
- HPQ-0.2%
Portfolio impact
S&P 500+0.5%
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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