Tuesday, October 20, 2026
Scenario
Assume Microsoft broadly deploys AI-intensive Microsoft 365 Copilot workflows for enterprise customers in at least two of Word, Excel, and PowerPoint by March 31, 2027, while putting a new explicit consumption charge, overage fee, or binding AI-action allotment into effect for those workflows. Consider how metered AI usage could change enterprise software budgeting, margins, adoption, and broader SaaS monetization; do not prescribe downstream asset prices.
Most impacted companies
Benchmark funds
Market view
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.
| Holding | Change | Weight | Impact |
|---|---|---|---|
| SPY SPDR S&P 500 ETF Trust | +0.5% | 100% | +0.46% |
| Total | 100% | +0.5% |