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Alphabet’s CEO credits AI Overviews and AI mode for search growth, even as publishers warn traffic is sliding.

A $98 billion paper windfall landed in unrealized gains. The stock still fell as capex and AI execution took center stage.

Google’s Gemini app is closing the gap to ChatGPT as it rolls out leaner, faster models.

As Google prepares Q2 earnings, Meta and OpenAI staff publicly jab about the frontier model timeline.