Possible scenario
Strategic Backstop Emerges
20% Chance
The market starts looking for a strategic response from Nvidia, customers or lenders to offset the signal from Altimeter's exit. This scenario assumes CoreWeave remains important enough to AI compute supply that partners act to preserve confidence.
Secondary impacts
- Technology +0.3%
Tickers
- NVDA+0.4%
- CRWV+0.3%
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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