Possible scenario
Security Scrutiny Slows Rollout
20% Chance
The combination of always-on agents and recent AI security lapses leads compliance teams to demand longer reviews before production deployment. Modal's private-hosting pitch remains relevant, but procurement cycles stretch.
Secondary impacts
- Technology -0.6%
- Business Services -0.3%
Portfolio impact
S&P 500-0.3%
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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