Paywalling the Robots
As Cloudflare blocks AI crawlers by default, companies with valuable digital libraries can now charge AI developers for access to their content. This carefully selected group of stocks features businesses positioned to create new revenue streams in the emerging data licensing economy.
Your Basket's Financial Footprint
Concise interpretation of the basket's market capitalisation and investor takeaways, compliant with FCA guidelines.
- Large-cap dominance generally implies lower volatility and returns that tend to track broad-market movements.
- Suitable as a core, diversified holding rather than a speculative trade, for balanced portfolio exposure.
- Likely to deliver steady long-term value rather than explosive short-term gains.
GETY: $829.62M
SSTK: $917.03M
NWSA: $15.56B
- Other
About This Group of Stocks
Our Expert Thinking
These stocks represent a fundamental shift in internet economics. With Cloudflare's new Pay Per Crawl system, companies that own valuable content libraries can now monetize their digital assets by charging AI developers for training data, creating entirely new revenue streams.
What You Need to Know
This group includes diverse content owners (news publishers, image libraries, video archives), technology facilitators, and infrastructure providers. They're positioned to benefit from a new marketplace where AI companies must pay to access the high-quality data needed to train their models.
Why These Stocks
Each company in this group has been selected because it either owns substantial proprietary content, provides technology to facilitate content licensing, or supports the increased computational demand this shift will create. They're the gatekeepers and enablers of the AI data economy.
Why You'll Want to Watch These Stocks
New Revenue Stream Alert
These companies can now monetize what was previously given away for free. By charging AI developers for access to their content, they're creating entirely new, high-margin revenue opportunities overnight.
Power Shift Happening Now
Cloudflare's decision to block AI crawlers by default has tilted the balance of power from AI companies to content owners. This fundamental market shift could reshape how value is distributed across the internet economy.
Early Stage Opportunity
The AI data licensing market is just beginning to form. These companies are positioned at the ground floor of what could become a massive new economic layer of the internet, with first-mover advantages.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Antiviral M&A Wave: Biotech Opportunities in 2025
Merck's $9.2 billion acquisition of Cidara Therapeutics strengthens its antiviral pipeline as a key patent nears expiry. This major deal signals a growing trend of pharmaceutical giants buying smaller biotechs, creating potential opportunities among companies with promising infectious disease therapies.
Streaming Power Dynamics Explained | Content Wars
The resolution of the content dispute between Disney and Google's YouTube TV highlights the critical interdependence of content creators and distributors. This dynamic creates an investment opportunity in companies that are central to the streaming ecosystem, from content production to platform delivery.
Jeep Hybrid Recall Overview: Market Shift Analysis
Stellantis is recalling nearly 113,000 Jeep plug-in hybrids because of a serious engine defect, creating potential investment opportunities. This theme focuses on competing automakers and aftermarket parts suppliers that may benefit from a shift in consumer confidence and repair needs.