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Google is losing investor credibility
2025-05-10 11:25:04 / TRENDING
Google's search business, which for years has been the most profitable source for parent company Alphabet, is now facing serious challenges from recent developments in artificial intelligence technology.
For investors, the concerns are no longer merely theoretical, they are now more tangible than ever.
A lawsuit filed by a former Apple executive revealed this week that the iPhone maker is considering integrating artificial intelligence services into its Safari web browser.
This comes at a time when Google pays around $20 billion a year to remain the default search option in that browser, a deal that could be called into question if Apple moves forward with its own alternatives.
More alarmingly, for the first time, the number of searches on Safari has declined, a sign that users are starting to seek information through other means, including artificial intelligence platforms like OpenAI and Anthropic.
This clearly changes the way people use the internet and weakens Google's dominant position in the search field.
Google, for its part, responded with a blog post highlighting that the number of search queries continues to grow, including from users of Apple devices.
But this statement was seen more as an attempt to calm the markets than as a guarantee of long-term stability.
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