Possible scenario
Fiber Rollout Succeeds
45% Chance
AT&T executes the Corning supply agreement largely as planned, using the deal to support its expanded fiber targets and integrate assets from the Lumen transaction. Corning benefits from a visible multi-year order book, while AT&T strengthens its broadband positioning against cable and fixed-wireless rivals.
Secondary impacts
- Telecommunications +0.7%
- Technology +0.4%
- Industrials +0.3%
Tickers
- GLW+5.0%
- T+2.9%
- LUMN+1.0%
- -0.5%
Portfolio impact
S&P 500+0.2%
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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