Alphabet's stock falls as Gemini delays suggest Google is struggling to keep up in the AI race

Alphabet shares fell over 4% after investors expressed concern the company is falling further behind in the AI race. The selloff suggests growing positioning risk around Google’s AI competitiveness rather than a company-specific earnings or guidance update.

Analysis

Alphabet shares fell over 4% after investors expressed concern the company is falling further behind in the AI race. The selloff suggests growing positioning risk around Google’s AI competitiveness rather than a company-specific earnings or guidance update.