Gene Munster Says AI Risk Is 'Still On The Table' For Google Despite Blowout Q2 Earnings, But Admits Search Was 'Strong' For Alphabet: 'Investors Will Likely Come Back'

Gene Munster, a tech analyst, stated that despite Alphabet Inc.'s strong Q2 earnings, the risk from AI remains significant. He noted that while Google Search performed well, generating $54.19 billion in revenue, the company must adapt to the evolving AI landscape to maintain its dominance. Munster expressed that investors are likely to return to Google stock in the coming months, despite concerns over potential disruptions from AI and antitrust issues. Alphabet's Q2 revenue reached $96.43 billion, surpassing expectations, with shares rising in after-hours trading.