After a 140% stock surge and a sweeping Wall Street reset, Google’s developer conference has to prove the AI story is more than a market narrative.

The company has fallen behind its closest competitors where it matters most. Can it catch up?

BofA backs Alphabet ($GOOGL) with a Buy rating ahead of Google I/O, predicting major Gemini updates and agentic AI tools.

Chocolate Factory readies always-on agents for searchers