Possible scenario
Downgrades Continue
28% Chance
The initial revenue downgrade is followed by more evidence that power availability is constraining delivery across key campuses. Investors reassess NextDC's growth multiple, funding needs, and ability to convert AI demand into revenue on schedule.
Secondary impacts
- Technology -0.6%
- Finance -0.2%
Portfolio impact
S&P 500-0.3%
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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