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.
Published on July 2
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.
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.
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.
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.
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.
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.
Concise interpretation of the basket's market capitalisation and investor takeaways, compliant with FCA guidelines.
GETY: $829.62M
SSTK: $917.03M
NWSA: $15.56B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
GETTY IMAGES HOLDINGS INC
GETY
Current Price
$0.27
As a leading creator and marketplace for visual content, Getty Images is perfectly positioned to license its vast library of photos and videos to AI c...
As a leading creator and marketplace for visual content, Getty Images is perfectly positioned to license its vast library of photos and videos to AI companies for training generative models.
SHUTTERSTOCK INC
SSTK
Current Price
$5.56
Shutterstock operates a massive marketplace of images, footage, and music, and can directly monetize this content by charging AI developers for access...
Shutterstock operates a massive marketplace of images, footage, and music, and can directly monetize this content by charging AI developers for access through a licensing framework.
NEWS CORP NEW
NWSA
Current Price
$29.61
News Corp owns a treasure trove of valuable text-based content, including archives from The Wall Street Journal and books from HarperCollins, making i...
News Corp owns a treasure trove of valuable text-based content, including archives from The Wall Street Journal and books from HarperCollins, making it a prime candidate to monetize its data.
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On average, analysts expect assets in this group to grow 96.76% over the next year.
12 of 14 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+96.76%
