Alphabet, Apple shares lose value amid possible search engine change
- Apple's senior vice president Eddy Cue disclosed on May 7, 2025, that Apple is considering reshaping Safari to include AI-powered search engines like OpenAI and Perplexity.
- This move follows a first-ever decline in Safari searches in April 2025 and occurs amid an ongoing $20 billion default search engine deal with Google, threatened by a U.S. Justice Department antitrust case.
- Cue testified that AI search options will be added to Safari but probably will not become the default, reflecting users' growing shift to AI services for information retrieval.
- He expressed confidence that with sufficient funding and major participants involved, the development will occur, while analyst Gil Luria cautioned that Google could face significant repercussions if it loses its exclusive status on Apple’s platform.
- The inclusion of AI search providers in Safari implies significant pressure on Google's dominance and could reduce Apple's revenue from its current agreement if users continue switching to AI-based alternatives.
46 Articles
46 Articles


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‘I don’t see how it doesn’t happen’: Apple eyes giant change to devices
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Google's parent company's stock price falls by 10% as Apple announces "switch to AI for search"
[Silicon Valley - Ryotaro Yamada] On the 7th, an executive at Apple stated that the company is considering switching to another company's artificial intelligence (AI) service for the Google search engine used on its iPhone smartphones. The stock price of Google's parent company temporarily fell by 10% from the previous day due to the view that Google's dominant position in internet searches will be shaken. In a lawsuit between Google and the US …
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