Possible scenario
Security Friction Slows
20% Chance
Cross-computer AI agent work proves technically attractive but raises concerns around credentials, data leakage, remote desktop control, and audit trails. Enterprise adoption slows until clearer permissioning, monitoring, and compliance standards emerge.
Secondary impacts
- Technology -0.1%
- Business Services -0.1%
Tickers
- OKTA+0.8%
- PANW+0.3%
- NET+0.2%
Portfolio impact
S&P 500-0.1%
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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