Rout Resumes

its chance, of the story’s futures

−1.7%on the S&P 500, if it happens

The rebound fades as investors refocus on capital scarcity, stalled data-center projects and lower AI infrastructure spending. The market treats the $500 billion recovery as a bear-market rally rather than evidence that earnings expectations have reset enough.

What it moves

Technology−3.2%
Industrials−0.6%
Finance−0.4%
Utilities−0.3%

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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