Stock Talk(@stocktalkweekly):Google misses Search & Ads revenue by ~ $1.5B. These misses will get worse. Keep in mind, Search & Ads are still the primary business. No one clicks blue links anymore. Moreover, the exponential rise in use of agentic AI poses a deeper threat: AI agents don't watch ads. $GOOGL

Stock Talk

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Stock Talk@stocktalkweekly

2026.10.28 20:42

Google misses Search & Ads revenue by ~ $1.5B. These misses will get worse. Keep in mind, Search & Ads are still the primary business. No one clicks blue links anymore. Moreover, the exponential rise in use of agentic AI poses a deeper threat: AI agents don't watch ads. $GOOGL