Google Stock Could Be Losing Its Moat


  • The arrival of ChatGPT hammered Alphabet stock.
  • Worse may be ahead as revenue effects sink in.
  • Microsoft is improving its search market share.

South Lake Union Tech


Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) stock was recently hammered by investors as the arrival of Microsoft’s (MSFT) ChatGPT integration threatens to change the search engine environment. I will discuss my outlook on Google and Alphabet in this article.

Microsoft’s A.I. chatbot

Google AI costs

Morgan Stanley

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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