Veytics Intelligence
2026-10-29 · Yahoo

Google Search faces an existential question in the AI age

Laffer Tengler Investments CEO and CIO Nancy Tengler and her panel of experts weigh in on the future of Google Search (GOOG, GOOGL) and ad revenue as AI agent usage among consumers becomes more prominent. Today's panel includes 42 Macro founder and CEO Darius Dale, Founder ETFs partner and portfolio manager Michael Monaghan, Fundstrat Global Advisors managing director and global head of technical strategy Mark Newton, and Yahoo Finance anchor Julie Hyman. Video Transcript 00:00 Nancy I think that there's something actually a little more existential at stake as well and that there are these kinds of questions maybe hanging over alphabet a little bit that aren't hanging over Microsoft in the same way.

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