Possible scenario
AI Power Schedule Slows
25% Chance
The IPO delay could indicate real friction in financing the power infrastructure behind Stargate. If SB Energy cannot quickly replace IPO proceeds, OpenAI and Oracle may need to phase data-center openings more slowly or rely more heavily on regulated utilities.
Secondary impacts
- Technology -0.7%
- Industrials -0.4%
- Utilities -0.3%
- Finance -0.1%
Tickers
- ORCL-1.6%
- SO+0.9%
Portfolio impact
S&P 500-0.4%
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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