Possible scenario

Agent Demand Disappoints

12%its chance, of the story’s futures

−0.6%on the S&P 500, if it happens

The infrastructure launch succeeds, but enterprise agent usage grows more slowly than Oracle and OpenAI planned. Investors question whether the agent-production narrative can absorb the size of Oracle’s cloud commitments as quickly as implied by the Stargate timeline.

What it moves

Technology−0.8%

Sectors in percent; other series by direction only.

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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