Possible scenario
Big Tech Probe Widens
20% Chance
The Microsoft case becomes a template for broader scrutiny of technology employers that use H-1B and PERM sponsorships. This shifts the event from a single-company dispute to a sector regulatory issue, particularly for large software, cloud, and AI employers.
Secondary impacts
- Technology -1.8%
- Business Services -0.6%
Tickers
- MSFT-3.9%
- AMZN-2.5%
- GOOG-2.5%
- META-2.0%
Portfolio impact
S&P 500-1.0%
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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