Possible scenario
Traffic Losses Continue
20% Chance
Even with licensing payments, publishers see AI answers continue to reduce click-through traffic from Google Search. The pilot becomes a partial offset rather than a true replacement for advertising, subscriptions, and referral economics.
Secondary impacts
- Consumer Services -0.6%
- Technology +0.1%
Tickers
- NYT-0.4%
- MSFT+0.3%
- NWS+0.2%
- GOOGL-0.1%
Portfolio impact
S&P 500+0.0%
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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