Possible scenario
Congressional Backlash Builds
18% Chance
A large federal tax reduction tied to AI infrastructure could draw attention from Senate Finance Committee Democrats, House Ways and Means members, or the Joint Committee on Taxation. The political issue would be whether tax incentives intended for research are being used to subsidize hyperscale data centers.
Secondary impacts
- Technology -0.9%
Tickers
- META-4.2%
- GOOG-0.9%
- AMZN-0.8%
- MSFT-0.7%
- ORCL-0.4%
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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