A new report today forecasts a 5% increase in U.S. ad revenue this year, but says the TV ad sector is experiencing an "existential crisis" amid an ongoing showdown between Charter and Disney that's caused sports programming blackouts for millions just as the NFL season kicks off. Plus, a top Apple analyst breaks down why shares are down today, citing two big decisions against the company - the EU naming Apple, among others, a gatekeeper under its Digital Markets Act, and Chinese officials told they can't use iPhones for work or bring them into the office.