Possible scenario
Skepticism Builds
26% Chance
Customers and analysts push back on the new label, arguing that the terminology overstates current AI-agent capabilities. The reaction revives concerns from earlier 2025 backpedaling on AI claims and weighs modestly on enterprise software sentiment.
Secondary impacts
- Technology -0.6%
- Business Services -0.2%
Tickers
- CRM-1.9%
- SPCX-0.8%
Portfolio impact
S&P 500-0.3%
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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