Negotiated Workaround

13%its chance, of the story’s futures

+0.9%on the S&P 500, if it happens

Nvidia, Chinese customers and regulators find a commercial structure that preserves part of the demand without breaching the most sensitive export restrictions. The workaround could involve offshore cloud capacity, leasing, foreign subsidiaries or tightly capped shipment quotas.

What it moves

Technology+1.5%
Telecommunications+0.1%

Sectors in percent; other series by direction only.

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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