Possible scenario

Government Tailwind Persists

18%its chance, of the story’s futures

+0.1%on the S&P 500, if it happens

Even as U.S. commercial revenue surpasses government revenue, defense and intelligence demand remains a stabilizing growth pillar. Palantir benefits from being viewed as both an enterprise AI platform and a national-security software provider.

What it moves

Technology+0.1%
Industrials+0.1%

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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