Following a Bloomberg report detailing Apple services head Eddy Cue’s views that AI-powered search engines will ultimately ...

Google parent Alphabet lost about $150 billion in market capitalization Wednesday amid worries it could lose ground to ...

Alphabet Inc.’s Google unit is praying for the former right now. Executives at the company have been racing to stave off a ...

A Bloomberg report revealed Apple services head Eddy Cue’s perspective that AI-powered search engines are poised to supplant ...

The battle over Google’s search dominacy reached a critical juncture as the remedy phase of its antitrust trial wrapped up.

Google’s search dominance may be eroding: Apple executive Eddy Cue’s testimony confirmed Safari search volumes are falling as ...

Q1 2025 earnings were strong, showing Google is safe from AI disruption. Read why I maintain my hold rating for the stock.

“GOOGL sentiment has (again) troughed due to AI-disruption fears ... they could eventually replace Google, which is currently Safari's default search engine. However, Morgan Stanley argued ...

Alphabet’s (GOOGL) dominant grip on the internet search market may face one of its biggest challenges. Bloomberg reported ...

Microsoft’s addition of generative AI features to Bing search is only the most recent possible technology disruption that supports our view that Google’s continuing high R&D investments are ...

The signs point to early-stage AI disruption beginning to erode the utility of some legacy platforms. It also offers a hint to ...