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Stocks & Indices Rumor First seen

Reddit user cites AI scraping and Google traffic loss as RDDT falls after earnings

A Reddit r/stocks post claims RDDT has collapsed since earnings, attributing it to AI-driven declines in daily active users, mainly non-logged-in traffic, and to GOOGL cannibalizing the site with AI mode that summarizes and scrapes content without referral traffic. The post says the company warned of accelerating declines and that RDDT is suing ANT for scraping and stealing data, while trying to force logins and experiment with markets outside.

Why “Rumor”

  • Only community or trader posts: r/stocks

0 independent source groups across 1 post · evidence score 9/100. How labels work

Market around the story

AssetPrice at first report6h before1h before1h after6h after1h move vs normal24h volume vs median
GOOGL $279.03 −2.3% −1.1% −0.39% +0.01% 0.3σ –

Returns are measured from the moment the story first appeared. “vs normal” compares the move with the asset's typical hourly move over the previous 30 days. Stocks and indices are measured in trading hours: with the market closed, the price at first report is the last close and “1h after” is the first trading hour that follows.

What the sources claim

  1. The poster claims RDDT has fallen sharply since earnings, for good reason.

    “RDDT has collapsed since earnings and for good reason”
    r/stocks
  2. The poster claims daily active users are falling, mainly non-logged-in traffic, and the company warned of accelerating declines.

    “Daily active users are falling, mainly non-logged into traffic. They warned of accelerating declines in the future”
    r/stocks
  3. The poster claims GOOGL is cannibalizing the site with AI mode, summarizing and scraping content without sending referral traffic. GOOGL

    “GOOGL is cannibalizing the site with AI mode. They're summarizing and scraping the content but without sending referral traffic”
    r/stocks
  4. The poster claims RDDT is currently suing ANT for scraping and stealing data.

    “RDDT is currently suing ANT for scraping and stealing data”
    r/stocks
  5. The poster claims RDDT is trying to force logins and experimenting with markets outside.

    “RDDT is trying to force logins now and experimenting with markets outside”
    r/stocks

Sources

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Summary and claims extracted by AI with prompt analyze-story@5 on 2026-11-05 14:40 UTC. Labels are computed from the sources, not by the model.