CHART OF THE DAY: U.S. Online Ad Revenue Now Shrinking

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For the first time since the dot-com bust, the U.S. online ad market is shrinking, including search. That’s a stunning drop in growth from a year ago, when the market was still growing more than 20%.

The chart below shows the quarterly revenue for the big four: Google (GOOG), Yahoo (YHOO), AOL (TWX), and Microsoft (MSFT).

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