Possible scenario
Testing Stays On Track
45% Chance
The first Collaborative Combat Aircraft enters ground and flight testing without a major setback, validating the Air Force's incremental approach after earlier prototype selections. Anduril and General Atomics remain positioned for production awards, while Boeing benefits from clearer integration assumptions for NGAD.
Secondary impacts
- Industrials +0.6%
- Technology +0.3%
Tickers
- KTOS+1.5%
- BA+1.1%
Portfolio impact
S&P 500+0.2%
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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