Possible scenario
Negotiated IP Settlement
45% Chance
The standstill agreement becomes the basis for a confidential settlement rather than a prolonged courtroom fight. Apple preserves trade-secret protections while OpenAI accepts clean-room controls or licensing terms for its AI device program.
Secondary impacts
- Technology +0.2%
Tickers
- AAPL+1.4%
- MSFT+0.1%
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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