Possible scenario
Intel Role Stabilizes
45% Chance
Intel remains in the SpaceX-Tesla Terafab project as the operating partner, but under tighter milestone and cost controls after investor pushback. This is the most likely path because the headline explicitly says Intel is staying despite the share decline, and all parties have incentives to avoid a public breakup.
Secondary impacts
- Technology +0.4%
Tickers
- INTC+3.5%
- TSLA+1.0%
- SPCX+0.6%
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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