Possible scenario
Platform Split Deepens
25% Chance
Microsoft and Meta's move away from Claude becomes a template for other model-rich technology firms. Anthropic remains large, but AI demand divides more clearly between enterprise buyers using Claude and hyperscalers favoring proprietary systems.
Secondary impacts
- Business Services +0.1%
- Technology +0.1%
Tickers
- META+0.8%
- MSFT+0.7%
- AMZN+0.6%
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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