Scenario Stock Impact

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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
577
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
IBMIBMNBER recession declared 2027Recession11
IBMIBMNBER recession declared 2026Recession11
ACN—NBER recession declared 2026Recession6
ACN—NBER recession declared 2027Recession6
AMZNAmazon.comNBER recession declared 2028Recession6
CTSH—NBER recession declared 2026Recession6
CTSH—NBER recession declared 2027Recession6
GOOGLAlphabet (Google)NBER recession declared 2028Recession6
INFY—NBER recession declared 2027Recession6
INFY—NBER recession declared 2026Recession6
METAMeta PlatformsNBER recession declared 2028Recession6
MSFTMicrosoftNBER recession declared 2028Recession6
AIC3.aiNBER recession declared 2027Recession5
AIC3.aiNBER recession declared 2026Recession5
AMZNAmazon.comNBER recession declared 2026Recession5
AMZNAmazon.comNBER recession declared 2027Recession5
BABAAlibabaNBER recession declared 2027Recession5
BBAIBigBear.aiNBER recession declared 2027Recession5
BBAIBigBear.aiNBER recession declared 2026Recession5
CHGGCheggNBER recession declared 2027Recession5
GOOGLAlphabet (Google)NBER recession declared 2027Recession5
GOOGLAlphabet (Google)NBER recession declared 2026Recession5
GTLBGitLabNBER recession declared 2027Recession5
GTLBGitLabNBER recession declared 2026Recession5
GTLBGitLabNBER recession declared 2028Recession5
IBMIBMNBER recession declared 2028Recession5
IBMIBMNo NBER recession through 2031Recession5
METAMeta PlatformsNBER recession declared 2027Recession5
METAMeta PlatformsNBER recession declared 2026Recession5
MSFTMicrosoftNBER recession declared 2026Recession5
MSFTMicrosoftNBER recession declared 2027Recession5
NVDANVIDIANBER recession declared 2027Recession5
NVDANVIDIANBER recession declared 2026Recession5
ORCLOracleNBER recession declared 2026Recession5
ORCLOracleNBER recession declared 2027Recession5
SOUNSoundHound AINBER recession declared 2026Recession5
SOUNSoundHound AINBER recession declared 2027Recession5
UBERUber TechnologiesNBER recession declared 2028Recession5
ACN—No NBER recession through 2031Recession4
ADUSAddus HomeCareNBER recession declared 2028Recession4
AMDAdvanced Micro DevicesNo NBER recession through 2031Recession4
BABAAlibabaNBER recession declared 2026Recession4
CHGGCheggNBER recession declared 2026Recession4
COURCourseraNBER recession declared 2028Recession4
CRWVCoreWeaveNo NBER recession through 2031Recession4
DOCNDigitalOceanNBER recession declared 2028Recession4
GDDYGoDaddyNBER recession declared 2028Recession4
NFLXNetflixNBER recession declared 2028Recession4
NVDANVIDIANo NBER recession through 2031Recession4
NVDANVIDIANBER recession declared 2028Recession4