Updated Nov. 5, 2025 (19:51 UTC). This article rounds up the major, same‑day developments affecting Alphabet/Google stock.
At a glance: Alphabet (NASDAQ: GOOGL) traded roughly 2% higher intraday as three catalysts landed on the same day: reports that Apple will use Google’s Gemini AI model to power a revamped Siri, a proposed settlement with Epic Games that reshapes Android app‑store rules, and word that Google’s $32 billion acquisition of cloud‑security firm Wiz cleared U.S. DOJ antitrust review. [1]
1) Apple reportedly picking Google’s Gemini to power a new Siri
Bloomberg reporting (summarized by Reuters) says Apple plans to use a 1.2‑trillion‑parameter Google AI model as a stopgap while Apple builds out its own systems. The story adds that Apple would pay about $1 billion per year for access, a headline that helped lift Alphabet shares during Wednesday trading. Apple and Alphabet didn’t immediately comment. If finalized, the arrangement would validate Google’s AI stack at massive scale and potentially open a new, high‑margin licensing stream for Alphabet. [2]
Why it matters for GOOGL: Beyond sentiment, a Siri–Gemini tie‑up would embed Google AI on hundreds of millions of Apple devices, reinforcing Google’s position in consumer AI and creating a clear monetization path outside of ads and cloud alone. (Shares of Alphabet were cited up in intraday reports following the headlines.) [3]
2) Google–Epic propose to end five‑year Android app‑store fight
Alphabet and Epic Games filed a comprehensive settlement proposal in federal court that would rework parts of Google’s Play Store. Among the key changes outlined: easier installation of third‑party app stores, developer steering to alternative payment options, and service fees that would cap at 9% or 20%, versus the historical 15%–30% range. The deal needs approval from U.S. District Judge James Donato; a hearing is expected shortly. [4]
Multiple outlets, including the Associated Press and The Verge, highlighted that the agreement follows a jury verdict and appellate rulings that found Google’s Android app‑store practices violated antitrust laws; specific settlement terms are under seal but the fee bands and store‑access commitments were described in the public filing. [5]
Why it matters for GOOGL:
- Removes litigation overhang: A pathway out of a years‑long, high‑profile case reduces headline risk.
- Economic impact manageable: Lower fees and more billing choice may trim some Play economics, but could also expand developer participation and user choice—and, crucially, defuse regulatory pressure that can be costlier. [6]
3) DOJ reportedly clears Google’s $32B Wiz acquisition
In a separate development, Wiz CEO Assaf Rappaport said at a Wall Street Journal event that the U.S. Department of Justice has wrapped its antitrust review of Google’s planned $32 billion purchase of Wiz, clearing a key hurdle. The transaction—Alphabet’s largest—still awaits other jurisdictions’ reviews and standard closing conditions, with completion targeted in 2026. [7]
Trade press and financial outlets echoed the DOJ sign‑off report, underscoring how Wiz would bolster Google Cloud’s security portfolio and cross‑sell into large enterprise accounts. [8]
Why it matters for GOOGL: Wiz would meaningfully deepen Google Cloud’s security stack—one of the highest‑priority, highest‑spend categories in enterprise IT—supporting Cloud growth and potentially improving Google Cloud Platform’s margins over time. [9]
4) Product momentum: Gemini is coming to Google Maps navigation
On the product front, Google said Gemini‑powered navigation is rolling out in Google Maps everywhere Gemini is available, enabling more conversational, hands‑free assistance for tasks like finding stops along a route, checking EV chargers, and adding Calendar events while driving. Developer‑facing Gemini updates were also posted today. These aren’t direct stock catalysts, but they show continued, day‑to‑day AI integration across core Google products. [10]
By the numbers — Alphabet stock today (as of 19:51 UTC)
- Price (GOOGL): ~$283–284 intraday; day range: ~$276–$286
- Market cap: ~$2.94 trillion
- P/E (ttm): ~23.7
- Context: The move adds to gains since last week’s earnings, where Alphabet reported strong ad and cloud results. [11]
Context from recent earnings
On Oct. 29, Alphabet beat quarterly revenue estimates as Google advertising rose ~12.6% year over year and management emphasized robust cash flow to support ongoing AI investment. That backdrop helps explain why investors quickly rewarded today’s headlines: they reinforce both AI monetization (Apple) and platform risk reduction (Epic), with a potential enterprise growth kicker (Wiz). [12]
What investors are watching next
- Apple–Google AI agreement: Does a formal deal materialize, on what timeline, and with what regulatory scrutiny (especially in the EU and U.S.)? [13]
- Epic settlement approval: Judge Donato’s review and any modifications. Watch the details on fee structures, third‑party store distribution, and developer steering rules. [14]
- Wiz closing path: Reviews outside the U.S. and integration plans that could expand Google Cloud’s security revenues in 2026–2027. [15]
- Ongoing AI rollouts: Continued Gemini integration (e.g., Maps) that can lift user engagement and product differentiation. [16]
Bottom line
For Nov. 5, 2025, Alphabet’s stock action is being driven by three fresh, stock‑moving headlines—a potential Apple–Google AI partnership, a proposed Epic settlement that relieves an antitrust headache while modernizing Play economics, and a DOJ green light on the Wiz acquisition to fortify Google Cloud security. Combined with steady product releases, the news flow skews constructive for Alphabet’s multi‑year AI and cloud strategy. [17]
This article is for informational purposes only and is not investment advice. Markets move quickly; figures and outcomes may change as new information emerges.
References
1. www.reuters.com, 2. www.reuters.com, 3. www.tradingview.com, 4. www.reuters.com, 5. apnews.com, 6. www.reuters.com, 7. www.reuters.com, 8. news.bloomberglaw.com, 9. www.reuters.com, 10. blog.google, 11. www.reuters.com, 12. www.reuters.com, 13. www.reuters.com, 14. www.reuters.com, 15. www.reuters.com, 16. blog.google, 17. www.reuters.com
