Possible scenario
Microsoft Curates Ecosystem
25% Chance
Microsoft uses the Hermes launch to define rules for agent permissions, Store ranking, and Windows integration. This reinforces Microsoft’s control of AI distribution on Windows while allowing selected outside developers to participate.
Secondary impacts
- Technology +0.2%
Tickers
- MSFT+0.3%
- META-0.2%
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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