In June, Google maintained steady user growth with 2.2 billion daily active users, while AI competitors Claude and Gemini saw sharp increases, growing 9% and 7% respectively. Gemini added the most daily users, gaining 8 million, followed by ChatGPT and Claude with 2 million each. Google's global search market share rose to 91.3%, supported by new AI-driven ad formats and features announced at its I/O conference. Bank of America sees potential for Google's search business to outperform estimates despite risks from competition and valuation concerns.