Possible scenario
Selective Claude Expansion
18% Chance
The central $29 cap remains in place, but Accenture expands exceptions for high-return client delivery, software engineering, and regulated-industry advisory work. This outcome fits the earlier $2 billion AI safety commitment while preserving CFO discipline.
Secondary impacts
- Business Services +0.3%
- Technology +0.2%
Tickers
- ACN+1.4%
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.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.