Possible scenario
Intel Role Shrinks
18% Chance
Intel formally remains attached to the project, but Tesla and SpaceX reduce its role after reviewing process readiness, yield risk, and capital requirements. This scenario is plausible because Intel's foundry challenges and the earlier TSMC pursuit suggest continued skepticism.
Secondary impacts
- Technology -0.4%
- Industrials -0.1%
Tickers
- INTC-5.6%
- TSLA-0.2%
- SPCX-0.1%
Portfolio impact
S&P 500-0.2%
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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