Possible scenario
Skepticism Returns
26% Chance
The prior benchmark-claim controversy resurfaces as engineers question task selection, prompt leakage, or the comparison with human teams. The market reaction is concentrated in AI and EDA names rather than the broader tape.
Secondary impacts
- Technology -0.5%
Tickers
- GOOGL-3.6%
- NVDA-1.7%
- SNPS+0.8%
- CDNS+0.8%
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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