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Alphabet faces slowing Google Search growth and rising risks from AI platforms, despite strong Google Cloud gains.

Market News
29 Oct 2026, 21:40 WIB
Seeking Alpha
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Bearish
Alphabet faces slowing Google Search growth and rising risks from AI platforms, despite strong Google Cloud gains.

Alphabet Inc. reported a significant slowdown in Google Search revenue growth to 12% year-over-year in Q3, raising concerns about its market dominance and user engagement as third-party AI platforms increasingly handle search queries. While Google Cloud showed strong revenue and profit growth with expanding margins, heavy capital expenditures have outpaced operating cash flow, pausing share buybacks. Meanwhile, YouTube and subscription revenues continue to grow robustly, indicating diversification in Alphabet's business strengths despite challenges in its core search segment.

Alphabet's market cap stands at $3.96 trillion as of Oct 30, 2026, 01:51 WIB, with a daily trading volume of over 54 million shares on Pluang. Despite the reported slowdown in Google Search revenue growth, the stock price is down 12.84% on the day, reflecting market reactions to the earnings update. Investor sentiment on Pluang shows a strong buy interest at 77%, indicating confidence in Alphabet's diversified business segments beyond search.

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