Possible scenario
Publisher Coalition Hardens
25% Chance
The CNN pilot fails to calm publishers that believe Google’s AI answers continue to replace search referrals. A larger coalition pushes for collective bargaining rights, statutory payments, or antitrust remedies aimed at AI search distribution.
Secondary impacts
- Technology -0.7%
- Consumer Services +0.5%
Tickers
- GOOGL-2.4%
- NWS+0.8%
- NYT+0.7%
- MSFT+0.3%
Portfolio impact
S&P 500-0.4%
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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