Possible scenario
EU Orders Upheld
30% Chance
The Commission defeats Google’s challenge and preserves the central requirements to open Android and Search-related data. The prior Android fine defeat in July 2026 strengthens the view that EU courts will defer to the Commission’s competition findings.
Secondary impacts
- Technology -0.6%
Tickers
- GOOG-3.3%
- YELP+1.1%
- MSFT+0.7%
- SPOT+0.6%
- AAPL-0.2%
Portfolio impact
S&P 500-0.4%
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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