Possible scenario
Compliance Patch Accepted
40% Chance
U.S. officials treat the retained ByteDance links as remediable compliance gaps rather than proof the separation deal failed. TikTok US keeps operating while regulators demand tighter governance, audit rights, and technical firewalls.
Secondary impacts
- Consumer Services +0.3%
- Technology +0.2%
Tickers
- ORCL+1.4%
- SNAP-0.4%
- META-0.3%
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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