Possible scenario
Scaled Pilot Program
27% Chance
Rather than approving the full $30 billion immediately, the administration and Congress expand the already announced AI air-traffic plan into a broader test program. This outcome is realistic because it preserves momentum while reducing near-term budget exposure.
Secondary impacts
- Technology +0.4%
- Business Services +0.2%
- Industrials +0.2%
- Consumer Services -0.1%
Tickers
- LDOS+1.4%
- BAH+0.9%
- +0.6%
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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