Name: Investors are worried AI is eating Google’s search business.
Uploaded: 2026-10-30T22:29:36Z
Duration: 35 s
Description: Investors are worried AI is eating Google’s search business. Alphabet shares fell nearly 13% after its third quarter report, erasing $475 billion in market value in a day, its worst day since going public. The stock has lost about $766 billion in October, its worst month on record. Is Wall Street too bearish on AI? Watch the full episode of In The Loop on our YouTube channel.

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Investors Fear AI Is Eating Google’s Search — Alphabet Drops 13%

Bullish Gator

Nov. 1, 2026

Alphabet plunged ~13% after Q3, erasing $475B; stock down $766B in October. Is Wall Street overly bearish on AI?

Editorial companion

What stands out

Yahoo Finance highlights a single, sharp moment: after Alphabet’s third-quarter report the stock dropped about 13 percent in one session, wiping roughly $475B of market value and turning October into the company’s worst month on record. The clip focuses on investor anxiety that AI features and new search interfaces are stealing users and ad dollars from Google’s core search business. The presenters press company results against those fears, showing why traders reacted so violently in a short span.

Company

Alphabet Inc. (Class A) (GOOGL)

Overall Rating

Bearish

Ratings

FundamentalNeutral TechnicalBearish SentimentBearish

Revenue avg+12.5% Net income avg+30.1% vs 20DMA-10.8% RSI30

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