Fast Money Blog- 9/5/25

This week’s biggest story this week on Wall Street was the ruling on the antitrust case against Alphabet, Inc. (GOOG). In what was viewed as a win for both the company and it’s investors, a federal judge handed down a pretty lenient ruling.

Here’s what you need to know as a Wealthy Investor:

• The biggest win for Google was that it was not required to sell its Chrome browser or Android operating system. 

• The judge did decide that Google has to provide portions of its search index and user-interaction data to qualified competitors (e.g., DuckDuckGo), though less than what the DOJ sought.

• Google was also barred from entering exclusive contracts for  distributing its products (such as Search, Chrome, Google Assistant, and the Gemini AI app) on devices and platforms.

• However, in a major triumph for Google, they can continue payments on their existing contracts to make its search engine the default on platforms like Apple’s Safari or other browsers.

It’s important to note that Google pays Apple billions of dollars per year to be the default search engine on iPhones. This outcome is great news for Apple because of how much it adds to their revenue. And for Google, this means they can continue to get more search volume and users.

After the judge’s ruling, shares of both Google and Apple rose, with Google surging almost 8%.

For now this decision allows Google to generate substantial revenue and maintain its leadership in search. 

I see Google stock rising over the next 52 weeks. 

Tyrone Jackson, The Wealthy Investor