Possible scenario
Price War Deepens
30% Chance
Keeping Grok 4.7 base prices unchanged after OpenAI's GPT-6 cut reinforces expectations that frontier-model pricing will keep falling. Customers gain bargaining power, but model providers face margin and capital-spending questions.
Secondary impacts
- Technology -1.1%
- Business Services +0.7%
Tickers
- MSFT-0.7%
- AMZN-0.4%
- CRM-0.3%
- ACN+0.3%
Portfolio impact
S&P 500-0.5%
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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