Video taking off 6.6x its usual first day

Google's cloud gains can't offset search weakness, Gil Luria says

Prof G Markets' fast-starting earnings clip turns on a familiar habit: whether people still Google their questions or take them to ChatGPT.

Channel:

Prof G Markets Story of October 30, 2026Trari Newsroom

Why this story? The video opened at a pace of 94,370 views a day, 6.6 times a normal first day on this channel (14,230).

Google just lost $300B

Ed Elson hesitates over whether Google's after-hours stock decline deserves the word "tanks." Gil Luria doesn't: more than $300 billion in lost market value settles that question for him.

But the more interesting distinction in Prof G Markets' Short, "Google just lost $300B," is between two parts of the same company. Google Cloud delivered strong revenue growth. Luria, head of technology research at D.A. Davidson, says that wasn't the problem: "If that's all they reported, the stock would be up."

Instead, he points to weakness in search and core advertising. His explanation connects the earnings reaction to an everyday choice about where people ask questions: "If people stop Googling and start GPTing, that means less ad sales."

That is Luria's central concern, not simply whether Google can build an AI business, but whether alternatives erode the search activity that supports its advertising revenue.

The clip reached roughly 58,000 views in ten hours, already well beyond the channel's usual full-day audience for a Short. Another unusually fast-starting upload tackles Microsoft's staff buyout offer, with Elson interpreting it as a structural consequence of AI rather than simply a correction to pandemic hiring.

Both subjects feature in the longer episode "Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech," where Elson and Luria unpack the contrasting earnings reactions.

Published on Trari

Where next?

Also in Money, investing and businessVideo taking off 11x its usual first dayIntel's weak forecast jolts an already falling tech marketBloomberg's closing-bell broadcast puts the chipmaker's plunge alongside rising oil prices, a crypto shock and a few stocks moving the other way.Channel: Bloomberg Television · Story of October 31, 2026

A different discovery todayVideo taking off 47x its usual first dayDiane Sawyer's Patrick Stewart interview closes World News TonightThe October 29 edition also covers Alaska's Senate probes and a Pentagon firing, but its comment section belongs largely to the actor.Channel: ABC News · Story of October 31, 2026

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The facts

Channel: Prof G Markets
Subscribers: 133,000 ▲ 3,000 this week
Channel views, last 7 days: 2,052,226
Channel views, pace per day: 569,421 (on a normal day: 277,615)
Video published: October 29, 2026
Video views so far: 57,581 (less than a day online)
Video views, pace per day: 94,370

The numbers

The Google clip passed the channel's usual first-day Shorts audience well before its first day was over. The Microsoft buyout clip also drew an unusually fast start.

the video's first day

usual first day here

14,230

this video

94,370

subscribers

133,000

▲ 3,000 in the last 7 days

total views

93,241,451

views per day

569,421