Possible scenario
Federal Deregulation Sprint
42% Chance
The most likely path is that the Trump administration converts its rhetoric into faster federal permitting, procurement and export-policy support for AI infrastructure. The immediate effect is a pro-growth signal for AI labs, cloud providers and chipmakers, with safety oversight shifted toward voluntary industry commitments.
Secondary impacts
- Technology +1.9%
- Industrials +0.8%
- Utilities +0.7%
Tickers
- NVDA+2.5%
- MSFT+2.0%
- AMD+1.8%
- +1.8%
Portfolio impact
S&P 500+1.1%
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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