1. For google , my first question is if the down of google search

while tools like ChatGPT and Perplexity have become popular and some people do use them instead of traditional search engines for certain queries,
the overall impact on Google’s search traffic and revenue has’t been huge.
Even though there was a decline in search traffic from Safari,Google’s search revenue still grew for a few reasons.
First, the integration of AI features like AI Overviews and AI mode has driven more engagement and search activity overall.
Additionally, there has been an increase in paid clicks, meaning that users are clicking on ads more frequently, which boosts ad revenue.
Plus, Google still dominates high-value commercial queries, which are really profitable.
2. A 70% increase in capital expenditure means it will invest more in AI.

3. A 20% increase in Subscription for AI module

4.what we should pay attention?


investors should remain cautions of potential regulatory actions that could impact the company’s structure and operations.
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