Possible scenario
Project Shelved Entirely
25% Chance
Apple concludes that a high-end mixed-reality headset cannot reach mass-market pricing or comfort fast enough to justify continued spending. The company preserves some spatial software assets but ends the immediate hardware roadmap, giving Meta a clearer near-term lead in consumer XR.
Secondary impacts
- Technology -0.2%
Tickers
- META+2.0%
- AAPL-1.4%
Portfolio impact
S&P 500-0.1%
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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