Possible scenario
Northeast Backlash Spreads
18% Chance
The DataOne fine adds to the regional pattern already visible in Pennsylvania's restrictions on data-center construction. Local governments in power-constrained or politically sensitive areas could use the New Jersey action as support for tighter review of AI infrastructure projects.
Secondary impacts
- Technology -0.8%
- Industrials -0.2%
- Utilities -0.2%
Tickers
- EQIX-1.2%
- MSFT-0.6%
- PEG+0.3%
- -0.3%
Portfolio impact
S&P 500-0.4%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.