Possible scenario
Demand Pushback Emerges
25% Chance
Some customers view the second price hike as too aggressive after earlier increases in AI memory and CPU rates. The immediate risk is slower incremental bookings or workload migration to other AI cloud providers.
Secondary impacts
- Technology -0.2%
Tickers
- NBIS-5.4%
- CRWV+1.8%
- AMZN+0.2%
- NVDA-0.2%
- MSFT+0.2%
Portfolio impact
S&P 500-0.1%
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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