Possible scenario
Narrow Microsoft Scrutiny
25% Chance
The administration avoids a broad technology-sector crackdown but keeps pressure on Microsoft. The likely path is a targeted compliance review, document request, or settlement rather than a sweeping immigration penalty.
Secondary impacts
- Technology -0.3%
Tickers
- MSFT-2.4%
- AMZN-0.3%
- GOOG-0.3%
Portfolio impact
S&P 500-0.2%
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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