The shift from traditional search results to AI overviews and commerce links is viewed as a catalyst for Amazon’s retail and advertising business. The accompanying data shows Amazon at a $2.86T valuation (down 1.18%), while other listed assets include NVIDIA (+0.61%), Oracle (-3.62%), Meta (+0.69%), and Apple (+0.43%). Condé Nast CEO Roger Lynch suggests media businesses must now operate as if search traffic is zero due to hostile algorithm changes.