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its chance, of the story’s futures

+0.5%on the S&P 500, if it happens

In this upside scenario, the 10x demand signal is followed by concrete customer commitments, extending CoreWeave’s revenue visibility beyond the existing OpenAI and Meta contracts. Investors become more willing to underwrite leverage because utilization risk appears lower.

What it moves

Technology+1.0%

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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