META ▼ -0.3% - Meta Platforms, Inc. $META COULD OVERTAKE GOOGLE SEARCH IN AD REVENUE Meta is on track to surpass Google Search in advertising revenue by the end of 2026, according to Bernstein. Meta captured nearly half of every incremental digital ad dollar in Q2. Bernstein says AI is accelerating ad growth by improving recommendations, targeting, measurement and conversions, with Meta, Google and Amazon among the biggest beneficiaries. Meta shares declined 0.3% today despite positive analyst commentary about its advertising trajectory. Bernstein's report projecting Meta could overtake Google Search in ad revenue by 2026—driven by AI improvements in targeting and recommendations—typically would support the stock, suggesting today's modest drop reflects broader market movements or profit-taking rather than reaction to the headline itself. 31-AUG-2026 06:25 AM ET