Possible scenario
Apple Policy Holds
40% Chance
Apple's added Mac privacy protections become the de facto baseline for AI agents on macOS, with only limited developer changes. The market treats the move as an extension of Apple's long-running privacy positioning rather than a systemwide technology shock.
Secondary impacts
- Business Services -0.1%
Tickers
- META-1.8%
- AAPL+0.5%
- MSFT-0.5%
Portfolio impact
S&P 500-0.0%
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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