Possible scenario
State Pushback Rises
25% Chance
A second plausible path is that federal deregulation prompts Democratic-led states and some congressional Republicans to push back with reporting, liability and testing requirements. This creates a more fragmented compliance landscape for OpenAI, Anthropic, Google, Meta and enterprise AI users.
Secondary impacts
- Technology -0.8%
- Business Services +0.5%
Tickers
- GOOG-0.6%
- META-0.6%
- NVDA-0.3%
- AMZN-0.2%
- -0.1%
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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