Tenants Renegotiate Exposure

20%its chance, of the story’s futures

−0.6%on the S&P 500, if it happens

Large AI tenants use the threat of daily penalties to renegotiate contracts instead of immediately terminating leases. This shifts value away from developers and lenders while preserving long-term capacity plans for the largest cloud companies.

What it moves

Finance−1.3%
Utilities−1.0%
Riskier companies' borrowing costs▲ up
Market volatility▲ up

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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