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Artificial Intelligence

Apple Discusses Multiyear Publisher Deals for AI-Upgraded Siri

Apple is discussing new, multiyear deals with publishers to license their content for an AI-upgraded Siri expected to launch later this year, according to a Wall Street Journal report on August 12, 2026. The company has proposed a variable, pay-as-you-go compensation structure, paying publishers specifically when their content gets used, with a possible nine-figure budget discussed for the payments. This differs from the guaranteed flat fees typical of big AI licensing deals. Apple already has a track record with publishers, including its Apple News+ service since 2019 and earlier deals that included AI training rights, and News Corp, owner of the Wall Street Journal, already has a commercial agreement to supply news through Apple's services. However, Apple's last major attempt at AI-generated news in late 2024 published false headlines and had to be disabled almost immediately, and some Apple News+ publisher partners have already pulled out of that earlier program.

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Artificial Intelligence

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Disney Q2 Revenue Misses Estimates but EPS Beats

Disney reported second-quarter revenues of $25.25 billion, up 6.8% year on year, falling short of analysts' expectations by 0.6% but beating EPS estimates. Among the seven consumer discretionary media stocks tracked, News Corp was the best performer with revenues of $2.34 billion, up 10.8% year on year and beating estimates by 4.1%, while Scholastic was the weakest with revenues of $476.1 million, down 6.3% year on year and missing estimates by 7.9%. Warner Music Group reported revenues of $1.86 billion, up 10.4% year on year and beating estimates by 3.8%, and The New York Times reported revenues of $762.5 million, up 11.2% year on year and beating estimates by 1.4%. As a group, revenues missed analysts' consensus estimates by 0.8%, and share prices have held steady on average since the latest earnings results.

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Palantir Technologies highlighted as cash-heavy stock with impressive fundamentals, while Sprinklr and News Corp face challenges

StockStory identifies Palantir Technologies as a cash-heavy stock with impressive fundamentals, citing average billings growth of 67.6% over the last year and a robust free cash flow margin of 54.1%. The company holds a net cash position of $7.77 billion, representing 2.5% of its market cap. In contrast, Sprinklr and News Corp are flagged as facing challenges. Sprinklr has a net cash position of $399 million, or 31.7% of its market cap, but its average billings growth was only 5.3% over the last year and projected sales are flat. News Corp holds a net cash position of $96 million, just 0.6% of its market cap, with flat sales over the last five years and a poor free cash flow margin of 7.1%.

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News Corp flagged as risky with flat revenue and weak cash flow

News Corp shares have gained just 0.9% over the past six months, trailing the S&P 500's 7.7% rise, and analysts at StockStory see three reasons for caution. The company's trailing 12-month revenue of $8.8 billion is nearly unchanged from five years ago, signaling stagnant demand. Its free cash flow margin averaged only 7.1% over the last two years, limiting reinvestment and shareholder returns. Return on invested capital has also remained flat, indicating no improvement in profitable growth. At $26.72 per share and a forward price-to-earnings ratio of 22.1, the stock is considered fairly valued but with limited upside, and the firm suggests there are better opportunities elsewhere.

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Asking Prices Drop 2.5% in June, Steepest Decline Since 2017, Realtor.com Reports

The national median list price fell 2.5% year over year to $430,000 in June, the steepest annual decline in Realtor.com data since 2017 and the eighth consecutive month of price drops. Pending sales rose 3.7% year over year, marking the seventh straight month of growth, while the median time on market held steady at 53 days, ending a 26-month streak of homes selling more slowly than the prior year. Active inventory reached 1,102,615, up 1.9% from a year ago but still 11.3% below typical 2017–2019 levels. Regionally, list prices fell 4.0% in the West, 2.5% in the South, and 1.0% in the Northeast, while the Midwest was flat; price per square foot rose in the Midwest and Northeast but declined in the South and West. New listings increased 2.4% year over year to 463,480, and the share of listings with a price reduction was 18.8%, down 1.9 percentage points from a year ago.

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News Corporation Stock Lags Communication Services Sector Over the Past Year

News Corporation shares have declined 9.9% over the past 52 weeks, underperforming the State Street Communication Services Select Sector SPDR ETF's 5.6% gain. The $16.2 billion global media company reported third-quarter 2026 revenue of $2.19 billion, beating Wall Street expectations, driven by an 8% revenue increase at Dow Jones to $619 million and 17% growth in Digital Real Estate Services to $473 million. Despite a 1.8% year-to-date decline, the stock has outpaced the sector ETF's 7.2% drop so far this year and has been trading above its 50-day moving average since April. Analysts maintain a Moderate Buy consensus rating with a mean price target of $37.50, representing a 29.2% premium to current levels.

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News Corp Board Approves $1 Billion Buyback and Auditor Switch to Deloitte

News Corporation's board has approved a new $1.00 billion share repurchase authorization and plans to rotate its independent auditor from Ernst & Young LLP to Deloitte & Touche LLP for the fiscal year ending June 30, 2028. The buyback covers Class A and Class B shares and comes as the company's share price has lagged the broader US market over the past year. The auditor change and expanded repurchase program sharpen the focus on capital discipline amid cyclical pressures in real estate and advertising. Analyst projections see revenue reaching $9.7 billion and earnings hitting $745.9 million by 2029, implying 4.1% annual revenue growth and a $306.9 million increase from current earnings of $439.0 million. One fair value estimate places the stock at $33.92, representing a 31% upside to its current price.

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