Google has announced major changes that could completely change the way people search for information. With the new AI Overviews and AI Mode features, users will get summary answers right in the search engine without having to click on individual links. This means faster and more accurate access to relevant information.
Search as a personal AI assistant
The main tool for these changes is the new Gemini 2.0 model, which can better understand complex queries and tailor answers to specific user needs. Google also plans to expand the context window to 2 million tokens, which will allow it to analyze more extensive information and provide more detailed answers.
The idea is to make the search function like a personal AI assistant – instead of specific keywords, just naturally describe the problem and the AI will offer the best solution. For example, instead of typing “best dividend stocks 2025”, the user can ask:
“I’m planning long-term investments in stable companies. What stocks with good dividends have growth potential?”
What are the implications for investors?
These changes may significantly affect the stock market, especially the technology sector. Google (Alphabet), Microsoft, NVIDIA and other AI leaders are likely to see increased investor interest. Growing demand for powerful servers may also boost semiconductor companies such as AMD and Broadcom.
Our analyst’s view:
In the short term (3-6 months), changes in search can cause more volatility in the market, especially for companies dependent on digital advertising. In the long term (1-3 years), however, the shift to AI-driven search will open up new opportunities for content monetization and further growth for the entire technology sector.
The changes Google is bringing are not just evolutionary, but revolutionary. Search will become more precise, intuitive and tailored to users’ needs, bringing new investment opportunities for those who can spot this trend early on.
