Anthropic pays Associated Press for news data in first licensing deal, signaling shift in AI content use.

Anthropic has signed its first content licensing deal with the Associated Press (AP) to use real-time polling data during the 2026 U.S. midterm elections, marking a shift from relying on fair use to paying publishers. This deal is notable as Anthropic had previously avoided licensing agreements unlike competitors such as OpenAI and Google. The financial terms and duration of the deal were not disclosed. As Anthropic prepares for its IPO, investors will watch if this payment is a one-time event or the start of ongoing content licensing costs, which could impact profitability. Meanwhile, major news publishers like News Corp and The New York Times continue to grow revenues and subscriber bases, with some already receiving payments from AI companies for content use.

News Corp's stock price dropped sharply by 10.90% to USD 27.23 on Pluang as of Nov 05, 2026 22:52 WIB, possibly reflecting market reactions to shifts in media licensing dynamics like Anthropic's new deal with AP. Meanwhile, The New York Times shares showed resilience with a slight gain of 0.14% to USD 66.59, supported by strong investor interest as indicated by 100% buy orders on Pluang. These movements highlight the ongoing investor focus on media companies adapting to AI-driven content monetization.