Possible scenario
Security-Focused AI Agenda
20% Chance
The meeting shifts toward national security, export controls and federal use of frontier AI systems. This path fits the administration's likely focus on US leadership over China while still engaging major AI executives.
Secondary impacts
- Industrials +0.3%
- Telecommunications -0.3%
- Technology -0.2%
Tickers
- NVDA-1.1%
- PLTR+1.1%
- AMZN-0.5%
Portfolio impact
S&P 500-0.1%
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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