Rally Cools

25%its chance, of the story’s futures

−0.8%on the S&P 500, if it happens

The immediate 6.5% Kospi surge draws profit-taking after a very sharp one-day move. Investors still believe the AI memory story, but question how much of the $75 billion plan is already priced in.

What it moves

Technology−1.7%
Finance−0.2%

Sectors in percent; other series by direction only.

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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