Possible scenario
States Fill Gap
20% Chance
If Washington rejects both federal guardrails and a liability shield, states may try to define liability themselves despite Trump’s earlier effort to curtail state AI laws. This creates a patchwork risk for AI developers, model repositories, and enterprise deployers.
Secondary impacts
- Technology -1.0%
- Business Services +0.4%
Tickers
- META-1.6%
- MSFT-0.9%
Portfolio impact
S&P 500-0.5%
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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