Possible scenario
Courts Halt Fee
40% Chance
The most likely path is rapid litigation under the Administrative Procedure Act and the Immigration and Nationality Act, especially given the June 2026 ruling striking down the similar H-1B fee. Universities, employers, and immigration groups argue DHS lacks authority to price OPT out of practical use.
Secondary impacts
- Technology +0.5%
- Business Services +0.4%
- Healthcare +0.1%
Tickers
- CTSH+0.9%
- MSFT+0.5%
- AMZN+0.1%
Portfolio impact
S&P 500+0.3%
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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