under US law, the advertising companies do not have standing, since their work is not being manipulated. The publishers, though, may have, as their copywritten material is being modified, and therefore a derivative work created. However, that, in itself, does not create a copyright law violation. This is complex and the outcome likely depends on which case, in the US, gets to the supreme court first.
French law? No clue. Their copyright law might be very, very different.
I request page $bar - that doesn't automatically mean I'm required to also get any and all resources linked to in it. What I do with the HTML code of $bar is MY decision, whether manually in a text editor, through external scripts, or through a plug-in I've installed in my browser.