The annual developer conference (Google I/O) takes place today and tomorrow (opening keynote at 10am PT/1pm ET today), while the flagship event focused on performance advertising (Google Marketing Live) is tomorrow (opening keynote at 9am PT/Noon ET). With GOOGL valuation under pressure, we think the events could have bigger catalyst potential than in years past, as new/incremental information on GOOGL’s competitive position in AI Search (in particular) and broader approach to the future of AI...
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