Possible scenario
Web Lockdown Spreads
20% Chance
Website operators respond defensively before regulators act, expanding blocks on AI agents and requiring paid access or verified identity. The financial impact is concentrated in AI platforms, content licensing, and web-security infrastructure.
Secondary impacts
- Technology -0.6%
- Business Services +0.4%
- Consumer Services +0.3%
Tickers
- NET+2.2%
- AKAM+1.3%
- MSFT-0.7%
- +0.4%
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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