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$GOOG: Meta closes ad-revenue gap
Sentiment: Very Positive
'''Reuters and ProactiveInvestors both cite eMarketer projections that Meta is on track to surpass Google in global digital ad revenue by end-2026 (net ad revenue), a notable narrative shift that could weigh on “search-first” ad dominance even if overall Alphabet ads remain large; watch whether this changes investor focus toward product mix resilience and AI-led ad tools rather than pure scale.'''