Alphabet's Trading Volume Surges 583.64% to $120.81 Billion Ranking Fifth in Market Activity as Apple's AI Search Moves Impact Stock

On May 7, 2025, Alphabet's trading volume reached $120.81 billion, marking a 583.64% increase from the previous day and ranking fifth in the day's stock market activity. Google's Class C shares (GOOG) declined by 7.51%, marking the second consecutive day of losses, with a total decrease of 7.98% over the past two days.

Apple's recent moves into AI-powered search options have significantly impacted Alphabet's stock. Apple's announcement that it may integrate AI search capabilities into its Safari browser led to a notable drop in Google's stock. This development comes as Apple's services chief, Eddy Cue, testified that Google searches in Apple browsers have declined for the first time, with users increasingly turning to AI for their search queries.

Apple's exploration of AI-powered search engines on its devices has sent Alphabet's share price tumbling. Eddy Cue's comments about the potential replacement of standard search engines like Google with AI services have added to the market's concerns. The shift towards generative AI assistants like ChatGPT and Claude has intensified scrutiny of Google's search dominance, with Alphabet CEO Sundar Pichai still anticipating a deal to bring Google's Gemini AI to iPhones by midyear.

Apple's potential integration of AI search options into Safari could dramatically rewrite the longstanding partnership between Google and Safari. This move is driven by the significant impact of declining search queries on Apple's high-margin revenue, which has historically been supported by payments from Google for default search placement. The exploration of alternative AI partners, including Perplexity AI, Anthropic, and OpenAI, further underscores the potential disruption in the search engine landscape.