Analyst Steven Grasso of Grasso Global Inc. expressed concern over Alphabet Inc. (NASDAQ:GOOG), stating that AI poses an “existential” threat to Google search. However, other analysts believe that Google has an edge over competitors due to its large user base and the ease of transitioning to its AI-powered search engine, Gemini, rather than adopting a new platform. Google has over 1.5 billion monthly users interacting with its AI search overviews, and analysts predict that the company will be able to place ads in AI search results, maintaining its core ads business despite changes in traditional search. Additionally, Pershing Square Holdings highlighted Alphabet Inc.’s successful execution of its AI potential in the second quarter of 2025 investor letter.

Read more at Yahoo Finance: Analyst Says He Won’t Be a Buyer of Alphabet (GOOG) Amid ‘Existential Threat’