Close-up of a person's hand holding an iPhone and using Google AI Mode, an experimental mode utilizing artificial intelligence and large language models to process Google search queries, Lafayette, California, March 24, 2025. (Photo by Smith Collection/Gado/Getty Images) Gado via Getty Images Google's stock could rise 325% by 2035 if the company is broken up into five parts. However, the resulting loss of operating synergies could cost Google $67 billion in revenue lift and cost savings. A judge is expected ...

AI Firm Perplexity Makes $34.5 Billion Bid For Google’s Chrome Browser https://t.co/SLxmkL2uYA ...

AI Firm Perplexity Makes $34.5 Billion Bid For Google’s Chrome Browserhttps://t.co/tvQVobBJnh https://t.co/NPKc06SAHU ...

Core Viewpoint - The Competition and Markets Authority (CMA) is considering measures to enhance consumer choice and control over Google's search services in the UK, potentially requiring changes to how Google operates its search engine [1][4]. Group 1: Proposed Measures - The CMA may require Google to implement "choice screens" to facilitate easy switching between search engines [1]. - Other considerations include enabling users to transfer their browser history to different providers and ensuring transparency in search result ordering and AI-generated summaries [2]. - The CMA is contemplating designating Google with "strategic market status," which would grant the regulator more authority over Google's search operations [3]. Group 2: Rationale and Impact - The initiative aims to provide consumers with "more choice and control" and to foster innovation within the UK tech sector and the broader economy, as stated by CMA's chief executive, Sarah Cardell [4]. - The CMA noted that the average UK individual conducts five to ten searches daily, with Google's services being essential for over 200,000 UK businesses [4]. - The CMA's investigation suggests potential avenues for making the search market more open and competitive [5]. Group 3: Current Status and Future Considerations - The announcement is part of an ongoing investigation that began in January, and a final decision on the proposed remedies is expected in October [9][10]. - The CMA plans to address more complex issues related to Google's market position and its impact on internet publishers and rival search firms in the latter half of 2026 [10]. - Google is currently facing scrutiny in both the US and EU, with significant legal challenges and fines related to its market dominance [13].

Super Micro Computer (SMCI) - Super Micro Computer's stock has declined 65% from its all-time high of $119 in early 2024, primarily due to a short-seller report alleging accounting irregularities, leading to auditor resignation and delayed financial reports [2] - The company regained compliance with Nasdaq requirements on February 26 by filing delayed reports for fiscal 2024 and 2025, following an independent review that found no evidence of fraud [3] - Super Micro specializes in turning GPUs from partners like Nvidia and AMD into user-ready servers, with strong demand expected to continue due to the AI hardware industry's growth [4] - Despite third quarter revenue of $4.6 billion falling short of the $5.42 billion expectation, it still represents a year-over-year growth rate of approximately 19%, with a forward P/E multiple of 14 compared to the S&P 500 average of 24 [5] Alphabet (GOOGL) - Alphabet faces skepticism from investors due to potential antitrust regulations that could lead to the breakup of parts of its business, although this may be an overreaction [6] - A federal judge ruled that Google holds an illegal monopoly in the search industry, prompting the Justice Department to seek divestiture of the Chrome browser, which could impact Google's market power [7] - The rise of generative AI applications poses a threat to traditional search engines, but Alphabet's valuation reflects a worst-case scenario with a forward P/E multiple of 18, below the Nasdaq-100 average of 27 [8] - Alphabet's economic moat remains strong, with the Google search engine being highly popular, suggesting that user retention is likely even if regulatory changes occur [9] - The challenges posed by AI are significant, but Google's popularity may help retain users by integrating AI results into its search services [10]