"With AI positioning as the top debate on the stock, we see 2024 as a crucial year for Google, which could help establish Google as either an AI leader or at risk for further search erosion."
Analysts also are focusing on cloud computing trends, capital spending, cost cutting/job cuts, and YouTube's short-form video ad growth amid competition with TikTok. Microsoft's (MSFT) partnership with startup OpenAI remains a concern.
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