Possible scenario
Cognition Faces Escalation
25% Chance
The ethics row could harden into a legal and commercial fight if Factory produces evidence that confidential material reached Cognition-linked personnel. That would make the VulcanBench removal a catalyst for broader diligence by customers, investors, and benchmark operators.
Secondary impacts
- Technology -0.4%
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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