Possible scenario
Procurement Thaw
42% Chance
The dinner produces a pragmatic reset after months of public friction over Anthropic's AI-risk views. Trump frames the engagement as a national-security bargain rather than an ideological concession, allowing limited federal use to resume while negotiations continue.
Secondary impacts
- Technology +0.8%
- Industrials +0.4%
- Business Services +0.2%
Tickers
- AMZN+1.9%
- PLTR-0.4%
- MSFT-0.3%
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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