CNBC's "Fast Money" Google On The Move After Antitrust Ruling… And A Major Market Forecast 9/2/25
Sep 2, 2025
Jonathan Cantor, former assistant attorney general for the Antitrust Division, provides expert insight on the recent antitrust ruling favoring Google, explaining how it spares core business units like Chrome. He discusses the ruling's implications for tech innovation and its chilling effect on competition. Additionally, the conversation shifts to market predictions, with analysts like Julian Emanuel expressing bullish sentiments for stocks this fall, driven by AI advancements, despite some concerns over high valuations.
AI Snips
Chapters
Transcript
Episode notes
Google Avoids Breakup, Faces Behavioral Remedies
- A federal judge ruled Google will not be forced to spin off Chrome or Android, a significant relief for Alphabet.
- The decision still requires behavioral changes and data-sharing remedies to foster competition.
Data Sharing Could Kickstart AI Search Competition
- The remedy forces Google to disclose search index and data aspects to help Gen.AI competitors bootstrap search capabilities.
- This data sharing could narrow Google's scale advantage and enable chatbots to deliver search-like results.
Browsers Are The New Frontline In AI
- Browsers will be central in the next AI battle as they become feeders for AI interfaces and results.
- AI firms are investing in browsers to control how search and generative responses are displayed.