Citi Research’s August 2026 internet traffic review finds positive usage trends across Meta Platforms (META), Amazon (AMZN), DoorDash (DASH) and Match Group (MTCH), with Instagram US time spent per DAU up 13% year-on-year to 60 minutes. The report, based on SimilarWeb web traffic and Sensor Tower app data, also flags a 30 basis point month-on-month decline in Google’s global search share to 91.0%. Citi’s top picks remain AMZN, META, GOOGL, DASH, CVNA and RDDT.
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