Possible scenario
Limited Board Pause
38% Chance
OpenAI's board responds to the fired researchers by slowing the most controversial work without shutting down the companywide roadmap. This is the most likely path because it addresses governance pressure while preserving Microsoft-linked commercialization plans.
Secondary impacts
- Technology -0.3%
- Business Services -0.1%
Tickers
- MSFT-0.5%
- NVDA-0.4%
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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