Alphabet Inc.'s shares fell as much as 2% to a near two-week low following reports that Apple and Samsung are both considering integrating Perplexity AI's search technology into their devices, potentially replacing Google Search as the default option. Apple is reportedly in talks with Perplexity to bring its AI-driven search to iPhones, which could replace Google Search in Safari and ChatGPT in Siri. Samsung is nearing a deal to pre-install Perplexity's app and assistant on future Galaxy devices, including the upcoming Galaxy S26, integrate Perplexity's technology into its Bixby assistant, and offer Perplexity as a default assistant option. The companies are also discussing integrating Perplexity into Samsung Internet and developing an AI-infused operating system. Samsung is expected to announce the Perplexity integration later this year, with the Galaxy S26 launch planned for the first half of 2026. Samsung is also in discussions to invest $500 million in Perplexity, valuing the AI startup at $14 billion. Perplexity previously partnered with Motorola for AI features. Barclays analysts warn Alphabet's stock could drop by 15% to 25% if a U.S. judge orders Google to divest its Chrome browser.
Perplexity AI sur Galaxy : Google Assistant menacé ? https://t.co/R8OQCWiz69
Alphabet stock could drop anywhere between 15% and 25% if US District Judge Amit Mehta rules that Google must sell off its Chrome browser, Barclays analysts wrote in a note to investors Monday. https://t.co/PCzkKXg2WK
$GOOGL at a critical inflection point here https://t.co/5MqKJxFcde