Formal Enforcement Probe

its chance, of the story’s futures

−1.0%on the S&P 500, if it happens

Congressional questioning turns into a formal referral or enforcement review focused on whether Nvidia, distributors, or cloud intermediaries enabled restricted China access. This is less likely than document-heavy scrutiny but would create a sharper company-specific overhang.

What it moves

Technology−1.5%

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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