Possible scenario
Customer Pushback Builds
25% Chance
A portion of price-sensitive startups and inference-heavy customers reduce usage or move workloads to lower-memory configurations. The rate hike becomes a signal that AI cloud demand may be more elastic than investors expected.
Secondary impacts
- Technology -0.2%
Tickers
- NBIS-5.7%
- NVDA-0.6%
- MU-0.4%
- CRWV-0.4%
- AMZN+0.3%
- +0.2%
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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