Possible scenario
Litigation Path Dominates
20% Chance
The September 2025 Rolling Stone publisher lawsuit remains a key reference point. Google's new payments may either accelerate settlements or encourage publishers to push for broader claims covering AI training, summaries, and lost referral traffic.
Secondary impacts
- Consumer Services +0.8%
- Technology -0.4%
Tickers
- NYT+1.6%
- NWS+1.6%
- GOOGL-0.5%
- MSFT-0.3%
Portfolio impact
S&P 500-0.2%
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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