The article argues that Google's search advertising, its core revenue source, is being undercut by its own AI products. Rapid adoption of AI Mode and AI Overviews pushed overall query growth to a 5-year high, but AI-generated queries carry lower monetization than traditional ad-supported search links, weighing on quarterly results. In the latest quarter, Google Search & other rose 11% to $63.4 billion and total revenue rose 24% to $127.6 billion. Google holds 89% of the worldwide search market outside China and Russia, but Investing.com senior analyst Thomas Monteiro worries Google has yet to show it can charge for AI as it once did for search ads, and the author concludes Alphabet has not found a replacement for search revenue.
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GOOGLadvertisingartificial intelligencesearch engines
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Related tickers and likely impact
GOOGL
▼ Likely negativeAlphabet Inc. (Class A)
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/28/2026 | 324.89 |
| Change that session | +1.34% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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