Possible scenario
Sensor Upgrade Succeeds
42% Chance
Lockheed Martin and OpenAI translate the partnership into practical improvements in F-35 sensor fusion, targeting faster threat recognition and pilot decision support. This is the most likely path because it fits the Pentagon’s existing push for classified AI tools while keeping humans in control of weapons employment.
Secondary impacts
- Industrials +0.6%
- Technology +0.4%
Tickers
- LMT+3.7%
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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