Scenario Stock Impact

cache age 342h 16m

Marginal public-company impact from scenario probability movement. Formula: scenario_counterfactual.delta_pos × signed expected_move_pct. Missing move magnitudes are excluded and surfaced as coverage gaps.

Rows shown
0
Unique tickers
0
Modeled links
0
Unknown move links
832
Gross abs impact
0.00pp

Scenario family filter

All familiesCompute scaleEnergy / gridHumanoid deploymentRobotaxiAGIASI$1T+ IPOMars uncrewedAI pauseRecession

Top scenario × ticker impacts

Positive means scenario increases expected return; negative means scenario hurts the ticker.
TickerCompanyScenarioFamilyImpactGrossModeled linksUnknown move
No modeled scenario impacts. Populate node_tickers.expected_move_pct to activate this view.

Unmodeled scenario × ticker exposure

Exposure links exist, but no approved expected_move_pct values are available yet. This table shows where expected-move backfill will unlock the most impact signal.
TickerCompanyScenarioFamilyUnknown links
IBMIBMNo major AI pause through 2031AI pause14
MSFTMicrosoftMajor-country AI pause beginning 2026AI pause13
AMZNAmazon.comMajor-country AI pause beginning 2026AI pause12
GOOGLAlphabet (Google)Major-country AI pause beginning 2026AI pause12
IBMIBMMajor-country AI pause beginning 2026AI pause12
METAMeta PlatformsMajor-country AI pause beginning 2026AI pause12
NVDANVIDIAMajor-country AI pause beginning 2026AI pause11
AMZNAmazon.comNo major AI pause through 2031AI pause10
GOOGLAlphabet (Google)No major AI pause through 2031AI pause10
METAMeta PlatformsNo major AI pause through 2031AI pause10
MSFTMicrosoftNo major AI pause through 2031AI pause10
ORCLOracleMajor-country AI pause beginning 2026AI pause10
IBMIBMAI pause beginning 2028AI pause9
NVDANVIDIANo major AI pause through 2031AI pause9
ORCLOracleNo major AI pause through 2031AI pause9
ACN—Major-country AI pause beginning 2026AI pause8
CRWVCoreWeaveNo major AI pause through 2031AI pause8
ACN—No major AI pause through 2031AI pause7
AIC3.aiNo major AI pause through 2031AI pause7
APLDApplied DigitalNo major AI pause through 2031AI pause7
BBAIBigBear.aiNo major AI pause through 2031AI pause7
CHGGCheggNo major AI pause through 2031AI pause7
GTLBGitLabNo major AI pause through 2031AI pause7
GTLBGitLabMajor-country AI pause beginning 2026AI pause7
IBMIBMAI pause beginning 2027AI pause7
SFTBYSoftBank GroupNo major AI pause through 2031AI pause7
SOUNSoundHound AINo major AI pause through 2031AI pause7
WNS—Major-country AI pause beginning 2026AI pause7
WNS—No major AI pause through 2031AI pause7
ACN—AI pause beginning 2028AI pause6
AIC3.aiMajor-country AI pause beginning 2026AI pause6
AMZNAmazon.comAI pause beginning 2028AI pause6
APLDApplied DigitalMajor-country AI pause beginning 2026AI pause6
BABAAlibabaMajor-country AI pause beginning 2026AI pause6
BABAAlibabaNo major AI pause through 2031AI pause6
BBAIBigBear.aiMajor-country AI pause beginning 2026AI pause6
CHGGCheggMajor-country AI pause beginning 2026AI pause6
CHGGCheggAI pause beginning 2028AI pause6
CRWVCoreWeaveMajor-country AI pause beginning 2026AI pause6
GOOGLAlphabet (Google)AI pause beginning 2028AI pause6
METAMeta PlatformsAI pause beginning 2028AI pause6
MSFTMicrosoftAI pause beginning 2028AI pause6
NVDANVIDIAAI pause beginning 2028AI pause6
ORCLOracleAI pause beginning 2028AI pause6
SFTBYSoftBank GroupMajor-country AI pause beginning 2026AI pause6
SOUNSoundHound AIMajor-country AI pause beginning 2026AI pause6
ACN—AI pause beginning 2027AI pause5
AMDAdvanced Micro DevicesNo major AI pause through 2031AI pause5
APLDApplied DigitalAI pause beginning 2028AI pause5
ARMArm HoldingsNo major AI pause through 2031AI pause5