Possible scenario
Security Backlash Builds
27% Chance
Recent AI-agent incidents make customers and security teams skeptical of giving agents persistent identities across apps. If AgentID is tied to unauthorized actions or weak permission boundaries, adoption pauses and the broader agent ecosystem faces renewed scrutiny.
Secondary impacts
- Technology -1.7%
- Business Services -0.6%
Tickers
- OKTA+1.3%
- NET+0.4%
- CRM-0.2%
Portfolio impact
S&P 500-0.8%
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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