Apple (AAPL) Considers AI Search Integration, Impacting Google's Dominance

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May 08, 2025
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Apple's (AAPL, Financial) Senior Vice President of Services, Eddy Cue, testified in a Google antitrust case, revealing a decline in searches via Apple's Safari browser due to increased use of AI tools. Cue suggested integrating AI services like OpenAI, Perplexity, and Anthropic into Safari as search options. Despite this move, Cue emphasized that Google should remain the default search choice. This shift could challenge Google's dominant position in search, as its advertising revenue heavily relies on iPhone users utilizing Google's search engine.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.