Possible scenario
US Incentive Push
30% Chance
The White House converts the criticism of overseas data-center spending into a domestic incentive package. The most likely tools are faster power interconnection, federal land access, tax preferences, and support for gas, nuclear, and grid infrastructure serving AI campuses.
Secondary impacts
- Utilities +1.6%
- Industrials +1.3%
- Technology +0.8%
- Energy +0.6%
Tickers
- CEG+1.5%
- VST+1.3%
- +0.8%
Portfolio impact
S&P 500+0.5%
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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