Contract Fallout Dominates

10%its chance, of the story’s futures

−0.3%on the S&P 500, if it happens

The main next step becomes commercial rather than strategic: who pays for the broken lease and idle GPU capacity. Oracle’s legal protections and ability to reassign capacity determine whether the financial damage stays limited.

What it moves

Technology−0.7%

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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