CMA Orders Nine-Month Google Compliance, ARK and Berkshire Boost Stakes
GOOG•The UK Competition and Markets Authority granted Google strategic market status and mandated new conduct requirements—publisher opt-out tools for AI usage, clear attribution, nine-month compliance deadline and six-monthly reporting—likely raising operational costs. Meanwhile, ARK Invest and Berkshire Hathaway both increased their Alphabet stakes in recent filings, signaling strong institutional confidence.
1. UK CMA Imposes Strategic Market Requirements
The UK’s Competition and Markets Authority designated Google as having strategic market status for general search services and imposed a world-first conduct requirement under the digital markets regime. Google must roll out publisher opt-out tools for AI-generated features, ensure clear attribution links for third-party content, and allow content fine-tuning opt-outs. All changes are due in nine months, with six-monthly compliance reports during the first year.
2. Institutional Investors Boost Alphabet Holdings
Cathie Wood’s ARK Invest launched a new position in Alphabet and Berkshire Hathaway expanded its existing stake in the latest regulatory filings. The dual buying by two prominent institutional investors reflects growing confidence in Google's long-term growth potential despite potential regulatory compliance costs.
