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.
Top Picks from This Group
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
$1.91
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
$21.63
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 Corporation
NWSA
Current price
$29.54
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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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.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+79.65%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 79.65% over the next year.
Stocks Rated Buy by Analysts
12 of 14 assets in this group are rated Buy by professional analysts.
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.
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