Supply Issue Clarifies

its chance, of the story’s futures

+0.5%on the S&P 500, if it happens

The market refocuses on the specific VR200 ramp delay and printed-circuit-board bottlenecks. If Nvidia shows the problem is limited and temporary, the selloff fades; if not, investors discount more execution risk into near-term earnings.

What it moves

Technology+0.7%
Industrials+0.2%

Sectors in percent; other series by direction only.

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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