TMTB: GOOGL AI features/mixed checks; W ug at ISI, 3p +ve; META/GOOGL/AMZn Ad checks; TSLA; SQ MS dg; AAPL better services; Sohn pitches; PARA; RDDT sell at Bernie; BMBL dg; CDW catalyst watch at Cit
Good morning. QQQs are up 50bps, BTC +90bps, yields are ticking up 1-2bps and China is up 65bps.
Busy morning so let’s get to it…
GOOG: May charge for AI-powered features (FT) / Perplexity’s growth upends SEO fears, reveals crack in Google’s dominance (Venture Beat)
Google is considering charging for new “premium” features powered by generative artif…
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