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‘Really Weak’ Penalty for Alphabet & AI ‘Threat’ to Google

‘Really Weak’ Penalty for Alphabet & AI ‘Threat’ to Google

Schwab Network · Schwab Network

September 3, 20259m 35s

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Show Notes

Alphabet (GOOGL) rallied off a U.S. district court judge ruling that the company can keep its Google Chrome browser. Cory Johnson makes the case that it's bearish for Alphabet. He talks about the lost investment opportunity a divestment may have opened for investors and argues Google's search dominance is still monopolistic in the industry. Cory later talks about the role reports of a Perplexity bid into Chrome had for the development. He also notes a potential Mag 7 partnership that can blossom between Alphabet and Apple (AAPL).


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