‘AI Mode’ Is Denting Google’s Search Revenue

A.M. Edition for Oct. 29. Investors are punishing Alphabet after the company posted lower-than-expected revenue in its bread and butter search advertising business (wsj.com/tech/ai/alphabet-googl-q3-earnings-rep…), while Microsoft gets a bump as growth in its cloud-computing unit (wsj.com/tech/microsoft-msft-q1-earnings-report…) eases investor worries about demand for its AI infrastructure services. Plus, Vice President JD Vance reaches out to one ofIran (wsj.com/topics/place/iran)’s most powerful hard-liners in a bid to revive peace talks (wsj.com/world/middle-east/vance-reaches-out-to…), even as President Trump threatens to restart the war after the midterms. And Trump ratchets up his election fraud allegations (wsj.com/politics/elections/trump-calls-for-ala…) in Alaska’s senate race. Luke Vargas hosts.

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