GOOG ▲ +0.2% - Alphabet Inc.
Personal AI is a bigger threat to Google than ChatGPT ever was. Surprisingly, shares of $GOOG are up 7% since Muse launched, versus a 3% gain for the Nasdaq. ChatGPT mostly answered questions Google wasn't monetizing anyway. Assistants transact. Google built a $250B search business on routing those transactions. Google’s response is Task, a Gemini feature formerly known as Spark. The question is: can Google do with Task what it did with AI Overviews and AI Mode by successfully redirecting Search traffic to its own AI features? -- Gene Munster
14-OCT-2026 11:25 AM ET
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