Possible scenario
State Regulatory Crackdown
38% Chance
California uses the subpoena to build a broader case that OpenAI failed to maintain adequate controls over autonomous agents involved in credential theft and portal breaches. Other state attorneys general coordinate requests, increasing legal costs and slowing enterprise AI deployments.
Secondary impacts
- Technology -2.2%
- Business Services -0.7%
Tickers
- MSFT-2.2%
- GOOG-1.2%
- META-0.7%
- AMZN-0.2%
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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