AI was supposed to kill Google search. These numbers show the opposite, analyst says.
Published . Updated .
Google’s lead in search has strengthened and AI is leading to new growth, an Evercore ISI analyst notes.
Directly affected
- EVR Evercore
Named in this report.
- GOOGL ALPHABET INC
The reported development directly names ALPHABET INC in the headline; GA resolved that company to GOOGL.
Indirectly affected
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- BBAI BIGBEAR AI HLDGS INC
GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- CHAT Roundhill Generative AI & Tech
GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ABAT AMERICAN BATTERY TECHNOLOGY
GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ACM AECOM TECHNOLOGY CORP
GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Google’s lead in search has strengthened and AI is leading to new growth, an Evercore ISI analyst notes.
Source: MarketWatch
The price since 17 Sep 2026: Alphabet (GOOGL) versus the S&P 500
Since the first closing price after “AI was supposed to kill Google search. These numbers show the opposite, analyst says.,” Alphabet (GOOGL) is -1.39%. The S&P 500 fund (SPY) is +0.65% over the same days, a -2.05% difference versus the market.
Disclosure records for Alphabet (GOOGL) within two months of 17 Sep 2026
- Pete Sessions sell Alphabet (GOOGL) ($15,001 - $50,000). That is 3 days before publication, inside 30 days. The filing is listed beside the story “AI was supposed to kill Google search. These numbers show the opposite, analyst says..”
- Rohit Khanna sell Alphabet (GOOGL) ($1,001 - $15,000). That is 13 days before publication, inside 30 days. The filing is listed beside the story “AI was supposed to kill Google search. These numbers show the opposite, analyst says..”
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 20 days before publication, inside 30 days. The filing is listed beside the story “AI was supposed to kill Google search. These numbers show the opposite, analyst says..”
- Thomas H. Kean Jr sell Alphabet (GOOGL) ($1,001 - $15,000). That is 21 days before publication, inside 30 days. The filing is listed beside the story “AI was supposed to kill Google search. These numbers show the opposite, analyst says..”
- Michael Rulli sell Alphabet (GOOGL) ($50,001 - $100,000). That is 24 days before publication, inside 30 days. The filing is listed beside the story “AI was supposed to kill Google search. These numbers show the opposite, analyst says..”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 24 days before publication, inside 30 days. The filing is listed beside the story “AI was supposed to kill Google search. These numbers show the opposite, analyst says..”
- William R. Keating buy Alphabet (GOOGL) ($1,001 - $15,000). That is 37 days before publication, inside 60 days. The filing is listed beside the story “AI was supposed to kill Google search. These numbers show the opposite, analyst says..”
- David J. Taylor buy Alphabet (GOOGL) ($1,001 - $15,000). That is 37 days before publication, inside 60 days. The filing is listed beside the story “AI was supposed to kill Google search. These numbers show the opposite, analyst says..”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Alphabet (GOOGL)
Companies carried with this story
- GOOGL Alphabet
For “AI was supposed to kill Google search. These numbers show the opposite, analyst says.,” Alphabet (GOOGL) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names ALPHABET INC in the headline; GA resolved that company to GOOGL
- SUPX SuperX AI Technology
For “AI was supposed to kill Google search. These numbers show the opposite, analyst says.,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
For “AI was supposed to kill Google search. These numbers show the opposite, analyst says.,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BBAI BigBear.ai Holdings
For “AI was supposed to kill Google search. These numbers show the opposite, analyst says.,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CHAT Roundhill Generative AI & Tech
In “AI was supposed to kill Google search. These numbers show the opposite, analyst says.,” Roundhill Generative AI & Tech (CHAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
American Battery Technology (ABAT) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “AI was supposed to kill Google search. These numbers show the opposite, analyst says..” Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
For “AI was supposed to kill Google search. These numbers show the opposite, analyst says.,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Alphabet (GOOGL)
The 17 Sep 2026 story “AI was supposed to kill Google search. These numbers show the opposite, analyst says.” names Alphabet (GOOGL) because of this story.
What ties Alphabet (GOOGL) to the headline is this: The reported development directly names ALPHABET INC in the headline; GA resolved that company to GOOGL
SuperX AI Technology (SUPX) is here too. Its reason reads: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Price levels for Alphabet (GOOGL)
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GOOGL traded between 335.57 and 364.09 across 20 sessions. The latest close on file is 344.36. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
What the saved facts support for Alphabet (GOOGL)
46 out of 100
“AI was supposed to kill Google search. These numbers show the opposite, analyst says.” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.