Expansion Moves Elsewhere

its chance, of the story’s futures

−0.4%on the S&P 500, if it happens

If restrictions become entrenched in key US markets, hyperscalers and developers redirect projects to jurisdictions with cheaper power, looser siting rules, or faster grid approvals. The AI buildout continues, but the US regional footprint shifts and some domestic suppliers lose near-term orders.

What it moves

Technology−1.0%
Energy+0.5%
Finance−0.3%
Industrials+0.3%

Sectors in percent; other series by direction only.

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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