Google Pushes Ahead
Google found cover in the courts, and that is boosting the stock price today.
Good for them and their existential future.
Google won’t be forced to divest its Chrome browser or Android operating system, and this ruling is just another reason why it is not a time to buy and hold small companies.
It’s not like big tech needs help, but they are so entrenched that they are largely dictating terms.
In this high-interest and volatile environment, size matters, and GOOGL is showing why.
The ruling alleviated investor concerns about a potential breakup of Alphabet’s core assets, such as Chrome and Android, which are integral to its ecosystem and advertising revenue.
A breakup would have damaged the stock, and if the law system tends to be on the side of the managerial level of GOOGL, readers need to think about investing in this name.
Judge Mehta’s ruling allows GOOGL to maintain existing agreements, notably its $20 billion annual deal with Apple to be the default search engine on iPhones.
While exclusive contracts are barred, the ability to continue non-exclusive payments ensures Google’s search engine remains prominent on millions of devices.
This continuity minimizes immediate revenue disruption, as Google’s search business, which generated $54.19 billion in Q2 2025, remains largely intact.
While the ruling imposes restrictions, such as sharing anonymous search data and limiting restrictive contracts, it provides Alphabet with a clear regulatory framework to navigate.
The mandate to share search data with rivals like Bing, DuckDuckGo, or AI-driven platforms like Perplexity could foster competition, but analysts argue Google’s search dominance—driven by superior technology and user preference—will persist. Even without exclusive contracts, consumers are likely to continue choosing Google.
The ruling’s moderate approach signals that U.S. regulators are prioritizing competitive balance over punitive breakups.
In the short-term, readers should buy dips in GOOGL.
We are cruising straight into a rate cut environment, and as the economy weakens, the Fed plans to save big tech stocks while bailing out the mismanagement of the United States government, allowing the administration to roll over trillions of paper dollars at lower rates to avoid the high interest expense.
The overall market has thrown a tantrum because the biggest risk growing is the sovereign debt load stemming from the irresponsible spending habits of Washington.
This has real ramifications for the stock market, but the Fed is throwing tech stocks a bone and passing on the cost to the middle class in the form of inflation.
Tech corporations will benefit from lower rates, but at what cost?
Inflation is about to be stoked in the United States, causing the median consumer to be even more weighed down by the surging prices at the cashier.
For companies like GOOGL, any dip should be bought, because the company is such a utility in so many respects, like their assets of Google Maps, YouTube, Gmail, and Google search are just a few of them.
With regulators not releasing the hounds to gut the tech giants, investors need to buy the dip in GOOGL and not think too much about it.