Possible scenario
Program Gains Traction
42% Chance
The White House and Pentagon turn the $6.6 billion Anduril shift into a funded Navy industrial-base program. Lawmakers treat the move as a practical response to submarine backlogs and AUKUS delivery pressure rather than as a replacement for established shipyards.
Secondary impacts
- Industrials +0.7%
- Technology +0.3%
Tickers
- GD+2.4%
- HII+2.4%
- BWXT+1.4%
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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