Apple executive Eddy Cue testified that Safari browser searches declined for the first time in April, attributing the drop to increased AI usage. He predicted AI engines will eventually replace traditional search engines like Google, suggesting Apple will add AI search options to Safari. This testimony, coupled with Google's own efforts to integrate AI into its search engine, highlights the growing threat AI poses to Google's dominance. Google shares fell significantly following the testimony, reflecting investor concern.

Prepared by Jonathan Pierce and reviewed by editorial team.