Global daily web visits to Google rose 4% year over year to 2.8 billion in June, according to data from BofA Securities. This increase counters concerns about an impending disruption to Google’s core search business from artificial intelligence competitors.
BofA also reported that Claude’s web traffic surged 736% year over year, while Meta AI’s visits increased 98% during the same period. However, these figures are influenced by the smaller user bases from which these services are growing. For instance, Claude’s traffic expanded from approximately 16 million monthly visits in early 2025 to hundreds of millions by early 2026.
Google’s AI initiative, Gemini, captured over 21% of global generative AI traffic share earlier this year, overtaking Perplexity to become the second-largest source of AI chatbot referrals to websites.
Alphabet is set to release its second-quarter 2026 earnings report on July 22 at 1:30 p.m. Pacific Time. Analysts predict earnings per share of $2.86, indicating a 24% increase from the previous year.
BofA Securities has maintained a Buy rating on Alphabet stock, noting that Google’s strong search traffic could help alleviate investor concerns regarding competition and talent retention amid the AI landscape. The data suggests that established players like Google can sustain growth despite rapid gains from smaller competitors. The 4% increase in daily visits indicates that AI chatbots may be expanding the overall market for information retrieval rather than simply competing for Google’s existing traffic.
