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Google’s rapid expansion of search AI Mode and AI Overviews (AIOs) created several strange paradoxes. Ask almost any web publisher (as in, anyone who isn’t Reddit) whether they’re seeing Google ...

Google's management has failed to diversify beyond Search, with Amazon surpassing Google in Cloud and Advertising. Amazon's Ad business is now 50% larger than YouTube's. Google Search is the company's ...

The holiday shopping wars have sparked an AI arms race — the retail industry's biggest technology experiment since the dawn ...

On this episode of the GeekWire Podcast, we’re joined by Colin Sebastian, senior research analyst at Baird and one of the most respected voices in tech and internet investing. We dive into how Amazon, ...

Google and Amazon compete for people’s time and wallets, and for advertisers’ budgets. And on Wednesday, they both kicked off their marketing industry conferences and announced a round of big ad tech ...

Spending on Google paid search ads rose 11% year over year in Q2, up from 9% in Q1, according to Tinuiti’s latest benchmark report. The standout category was Google Shopping, where clicks surged 18% ...

The U.S. Federal Trade Commission is investigating whether Amazon and Alphabet’s Google misled advertisers that place ads on their websites, according to people familiar with the matter. The ...

We believe that Alphabet (NASDAQ: GOOG) is currently a better pick over Amazon stock. GOOG stock trades at 22x forward earnings, versus 42x for AMZN. We think this gap in valuation will narrow in ...