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SOTS 2nd Hour: Google’s Big Win, Jefferies’ David Zervos, & LIVE: Counselor To The Treasury Sec. Talks Data 9/3/25

Squawk on the Street

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Catalysts of Google's Growth

This chapter examines the driving forces behind Google's growth, with a focus on its search revenue boosted by improved ad effectiveness and generative AI. It discusses the implications of Google's position as the default search engine on Apple devices and the potential risks of losing this status. Additionally, the chapter touches on the state of the stock market and the complexities of monetary policy amidst political pressures.

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