From Yahoo Finance: 2025-05-10 15:43:00

Apple’s announcement of reduced searches in its internet browsers for the first time ever has caused concern for Alphabet Inc. (GOOG) stock. Josh Brown and Joe Terranova see this as a significant negative for GOOG. Brown believes the duopoly in internet ads between GOOG and Meta is now uncertain. Terranova notes that Apple’s statement shows AI models are competing with GOOG’s search engine. Both investors express caution about GOOG’s future in light of the increased competition. While acknowledging GOOG’s potential, they believe AI stocks offer greater promise for higher returns in a shorter timeframe.



Read more at Yahoo Finance: Two Prominent Investors Are Bearish on Alphabet Inc. (GOOG) Stock