Possible scenario
Narrow Compromise Returns
25% Chance
A bipartisan group may revive a narrower bill focused on transparency, grid-impact studies, and data-center-specific tariffs rather than hard federal caps. This would preserve AI infrastructure growth while shifting more costs to large-load customers over time.
Secondary impacts
- Utilities -0.7%
- Technology -0.4%
- Telecommunications -0.1%
Tickers
- DLR-0.7%
- EQIX-0.6%
- MSFT-0.6%
- -0.6%
Portfolio impact
S&P 500-0.2%
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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