AI Chatbot Impact on Google's Ad Revenue

Mizuho analyst raises concerns over Google's pace in AI chatbot integration.

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[{"selector":"#anim-d2fecbb1-e79f-47a2-81f6-346530aa8c26","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-e1fd5778-689a-44e8-80a5-d007da7085ee","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-3c0c1b46-ea86-4c4c-ac67-8a46374ff93c","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-1d6c6157-26a9-4343-ab5d-fc30926de413","keyframes":{"transform":["translate3d(0px, 267.12961%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-c2e81d4d-c0cc-4a36-971a-6234cd0f3de1","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-96a016f5-cac9-461b-8691-b95436ee570f","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Competitors move swiftly in the AI search arena, leaving Google behind.

[{"selector":"#anim-0b38adb5-5a07-45fc-aba2-b69e9c2607fb","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-671a244f-eafe-4a0f-a7f5-2b5e885ab87d","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-f3515c08-bfbb-4c50-a2f4-0dfd927656a9","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-b86aa3a2-e577-46fa-8931-9b6c597f746a","keyframes":{"transform":["translate3d(0px, 180.59471%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-5fc754da-d13e-4180-982f-a464da478b9c","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-854c1b4f-c276-4a26-9bed-df05bf83c9f3","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Google's stock performance reflects concerns over AI search integration pace.

[{"selector":"#anim-899575fb-744f-43a9-8e85-b49d7157b5ac","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-cc755562-1668-43d0-9cda-ac4ea868c7b2","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-748cfe1f-0ec2-49b8-a3b3-800c1e0799c9","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-b2a96e69-30d9-4616-918f-be7d5b1618de","keyframes":{"transform":["translate3d(0px, 180.59471%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-0de79541-6f2b-40d2-9eb2-38ae1cc048a6","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-6647e3d1-ed4b-4dd9-b542-d279f3b23947","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Wedbush reports Google's Search Generative Experience now being tested on main search interface.

[{"selector":"#anim-83e48c0f-1376-4373-8199-b1e1283386ec","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-848840b3-280e-4187-97f0-ce77417a50e1","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-d0a11fcf-3a7b-42d9-9bd4-4f9d6b9f5da4","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-52f4bbe3-05af-4a33-9d87-d1a33d52c065","keyframes":{"transform":["translate3d(0px, 180.59471%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-2d708d07-bcdd-435c-aa67-5063d712b3aa","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-41a369ed-b211-44e4-afd6-cd63da7f5474","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Generative AI models process user prompts to create text, images, and videos.

[{"selector":"#anim-a8442660-f38b-465f-9591-068fbea27e86","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-652a8f04-965c-4658-9634-7a2348066a9f","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-57a9de99-edb1-4401-8b53-68396c097b9a","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-2b453bd6-acaa-420c-83d3-1dda722fc72e","keyframes":{"transform":["translate3d(0px, 267.12961%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-1b65c876-6af9-416e-80d9-ca82f6b23a4d","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-52d3f4f8-6c11-4749-b6cf-b78046fb24f2","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Mizuho maintains buy rating on Google stock, citing undervaluation.

[{"selector":"#anim-d4aa2eb0-827b-4bf7-babb-158be3b3c4c4","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-11679dfe-f176-4250-ab2d-f6dc808e44c4","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-9bc3a0aa-6318-4aa8-9890-f6401833813d","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-a43de7bf-3ecc-418e-b652-2131b9d463cd","keyframes":{"transform":["translate3d(0px, 180.59471%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-45b8849e-5017-4b35-ac60-8b5337e829a4","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-80830df3-4aab-45b7-a7fb-0f4b829e0e01","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Slow progress in cost-cutting efforts may affect shareholder value, says analyst.

[{"selector":"#anim-c5eb94f4-4adc-4655-84dd-4e328a5244fc","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-94ed309a-87c8-4e42-851d-f264af857e00","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-5d02e1b5-fcbf-4794-ba5f-73d380a5ea22","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e2b86aa0-513d-4e9c-9abd-6eef0efdf40e","keyframes":{"transform":["translate3d(0px, 180.59471%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-168fad8b-8d11-4f1b-93f7-925c7d514e65","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-289ebf28-ac33-4b1f-888f-76a70c0c9d3f","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Google stock trades below entry point, close to 50-day moving average.

[{"selector":"#anim-62c93672-18dc-4f22-94eb-513ded4dda42","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-274b690c-a952-44db-b56a-ac9d00f5bda9","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-b35d0232-f030-454b-abf5-d18aadd8e249","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-fea51e3e-5984-4188-a496-e84b95cf0779","keyframes":{"transform":["translate3d(0px, 180.59471%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e1e795f0-aad6-4cfd-b225-c04ee41c42de","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-d2db86b3-bc20-4307-9dad-b786619e3d79","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Google's pace in AI innovation crucial for future market share, analysts warn.

[{"selector":"#anim-224e2374-87df-442c-9b0f-dcf66dc7b5a2","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-5922a531-1d0e-4d5a-8e61-e829f5a564c8","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-c7e9850f-bb3a-4b54-97a1-b91f8e1f86c7","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-8b9da2ef-ed0c-4839-a7b9-2dba4d6ee805","keyframes":{"transform":["translate3d(0px, 255.24260%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ea875138-4fc0-422b-8ba2-cf49f5af0c9d","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-75ac3197-6e83-4475-8dda-95addb6c6ebb","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Google's pace in AI innovation crucial for future market share, analysts warn. TechyNerd