Alphabet earns most of its revenue from digital advertising on Google search and video platforms, and between July and October 2026 it launched the Pixel 11 hardware series while facing a proposed antitrust remedy framework from the U.S. Department of Justice over its search business. Meta Platforms earns from targeted ads across its social media apps, and in the same period it debuted consumer Meta VR Glasses while the UK Office of Communications opened a formal investigation into the child safety assessment practices of its apps. The article notes both companies depend heavily on advertising, see revenue spikes in the fourth quarter, and are using AI in their ad platforms. Meta is projected to surpass Alphabet in advertising revenue for the first time in 2026, with global ad sales expected at $243.46 billion versus Google's projected $239.54 billion, a result the article says would validate Meta's AI automation investments.
Summary written by Upside AI from the original article. Read the source for full details.
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Related tickers and likely impact
GOOGL
• NeutralAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.3T |
| Close on 10/13/2026 | 353.78 |
| Change that session | +0.30% |
META
• NeutralMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/13/2026 | 762.50 |
| Change that session | +2.63% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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