$Alphabet(GOOG)$ Despite concerns that generative AI would siphon off users, Google Search posted 12% year-over-year revenue growth in the second quarter, accelerating from 10% in the prior quarter. This proves the platform remains resilient and profitable. At the same time, Alphabet is not ignoring AI competition—it has already rolled out AI Search Overviews, now used by over 2 billion people across 40 languages. Importantly, monetization rates for Overviews are comparable to traditional Search, meaning Google is successfully integrating AI into its ecosystem without losing revenue. This dual strength of strong current performance and proactive innovation gives me confidence in Alphabet’s long-term growth story.
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- Porter Harry·2025-08-19Wow, you bought a lot. I’m also bullish on Google.LikeReport
- zinglee·2025-08-19Sounds promisingLikeReport