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Top Tech Analyst Warns: OpenAI's Ad Business Grew 10x in 6 Months. Google Search Is the Most Exposed
Source: 247wallst.com
Technology & InnovationAnalyst InsightsCompany Fundamentals
D.A. Davidson analyst Gil Luria argues that OpenAI’s still-small advertising business (vs. Google Search) could become meaningful because of its growth trajectory. The note implies investors in Alphabet should monitor OpenAI’s ad expansion as a potential competitive overhang over time. Overall, the message is cautiously constructive rather than an immediate earnings catalyst.
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