Alphabet Drops 5% as Apple Weighs AI Search Alternatives for Safari

🚨 Apple is studying redesigning Safari to integrate search services with AI, after noticing a drop in traditional searches. They believe that AI will replace search engines like Google and confirm that they have already started conversations with Perplexity. https://t.co/mU0BIZFi6M

I think this is helpful for people on the $GOOGL news; - It's not just that $AAPL is considering adding an AI provider as a search choice in Safari, it's also $AAPL saying that last month they saw search volume on $AAPL going down, which has never happened before. - Also,

US v. Google: Eddy Cue testifies that Apple is "actively looking at" reshaping Safari to focus on AI search and, in a first, Safari searches dropped in April (Bloomberg) https://t.co/1brzB2bwRl https://t.co/2rLO9EnTEv https://t.co/ZOzeer2dpR

Apple says it's exploring adding AI features to Safari after browser searches fell for the first time last month Google pays Apple as much as $20 billion per year to be the Safari default option Shares are getting smoked https://t.co/8vxjpyPRI9

BREAKING: Alphabet stock, $GOOGL, falls over -5% as Apple explores AI search in its browser. https://t.co/yHcRJAYSIX