Possible scenario
Cable Fee Retaliation
27% Chance
Iran follows its October cable-fee threats by trying to impose penalties on firms using or financing data routes that support AI workloads in the Gulf. The main impact is on telecom and cloud companies exposed to subsea-cable economics and regional data-routing uncertainty.
Secondary impacts
- Telecommunications -0.6%
- Technology -0.5%
Tickers
- GOOG-1.0%
- META-0.8%
- ORCL-0.5%
- MSFT-0.4%
Portfolio impact
S&P 500-0.3%
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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