Possible scenario
Full Pentagon Replacement
35% Chance
The Pentagon treats the court-backed security-risk ban as operationally binding and removes Anthropic tools from Iran-related workflows. Procurement teams accelerate substitutions from vendors already cleared for classified or defense use.
Secondary impacts
- Technology +0.2%
- Industrials +0.1%
Tickers
- PLTR+2.7%
- MSFT+0.4%
- BAH+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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