Possible scenario
Starlink Advantage Persists
22% Chance
United and American benefit from the perception that Starlink is more proven for aviation than Amazon Kuiper. Delta's choice remains strategically plausible, but investors assign a near-term execution premium to carriers already aligned with SpaceX.
Secondary impacts
- Consumer Services +0.4%
- Technology +0.3%
- Telecommunications +0.2%
Tickers
- SPCX+2.3%
- UAL+1.1%
- AAL+1.1%
- -0.5%
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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