Gene Munster
2026.05.22 14:47

If you missed Google I/O this week because it got buried under NVIDIA earnings, SpaceX S-1, and OpenAI verdict, you’re not alone.

All you need to know is $Alphabet - C(GOOG.US) Search is continuing to evolve. They’ll be adding agents into basic search, that means in the future Search will working for you even when you’re not searching.

Second, custom silicon is lower costs and increasing Cloud market share.

Source: Gene Munster

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