Possible scenario
Oversight Pushback Builds
25% Chance
Congress, civil-liberties groups, and parts of the national-security bureaucracy push for clearer rules on lethal autonomy, procurement, model testing, and privacy. The AI Force still survives, but funding and deployment timelines become more conditional.
Secondary impacts
- Technology -0.6%
- Industrials -0.5%
- Business Services +0.2%
Tickers
- PLTR-1.9%
- AI-1.6%
- LMT-0.4%
- -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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