Alphabet slips as Apple considers adding AI Search to browser

TipRanks

Thu, May 8, 2025, 8:36 AM 2 min read

Shares of Alphabet (GOOGL) are nether unit connected Wednesday aft an Apple (AAPL) enforcement said the iPhone shaper was exploring adding AI hunt to its Safari browser. According to comments made during Google’s antitrust trial, Eddy Cue said searches successful Apple’s browser fell for the archetypal clip successful April and that Perplexity and Anthropic could beryllium options.

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ADDING AI SEARCH TO BROWSER: Apple is “actively looking at” reshaping the Safari web browser connected its devices to absorption connected AI-powered hunt engines successful airy of the imaginable fallout of its woody with Google and broader manufacture shifts, Bloomberg’s Mark Gurman, Leah Nylen and Stephanie Lai report. Eddy Cue, Apple’s elder vice president of services, made the disclosure Wednesday during his grounds successful the U.S. Justice Department’s suit against Alphabet. The bosom of the quality is Apple and Google’s estimated $20B-a-year woody that makes Google the default offering for queries successful Apple’s included browser. He besides noted that searches connected Safari dipped for the archetypal clip past month, which helium attributed to radical utilizing AI. Cue further stated that helium believes AI hunt providers, including Microsoft (MSFT)-backed OpenAI, Perplexity AI and Anthropic PBC, volition yet regenerate modular hunt engines similar Google. He said helium believes Apple volition adhd those players arsenic options successful Safari successful the future.

With that said, the enforcement inactive believes Google should stay the default successful Safari, saying that helium has mislaid slumber implicit the anticipation of losing the gross stock from their agreement, the authors write.

OF NOTE: According to a study by Reuters on Tuesday, the U.S. Department of Justice has projected for Google to merchantability its AdX integer advertisement marketplace and DFP level for managing and delivering ads of website aft a justice recovered the institution illegally dominated 2 online ad-tech markets, Reuters reports. The DOJ said successful a tribunal filing that the projected remedies, including divestitures, are indispensable to extremity Google’s monopolies and reconstruct contention successful the space.

U.S. District Judge Leonie Brinkema successful Alexandria, Virginia past period recovered Google liable for “willfully acquiring and maintaining monopoly power” successful those 2 markets. The ruling was different stroke for Google aft a abstracted justice recovered past twelvemonth that Google held an amerciable monopoly successful online search. Brinkema acceptable a September proceedings day connected Friday, aft proceeding from Google and the DOJ connected imaginable remedies for the company’s dominance successful advertisement tools utilized by online publishers.