📰 Apple (AAPL) and Google (GOOGL) Face U.K. Regulatory Guardrails on Mobile Ecosystems Amid Antitrust Probe

📅 Jul 23, 2025, 07:02 EDT | 🔗 Source: Dow Jones Newswires

🧠 Summary

The U.K. watchdog plans regulatory guardrails on Apple and Google’s mobile ecosystems to curb their duopoly and foster competition in app stores and services, signaling increased scrutiny and restrictions for both companies.

💡 Why this signal?

  • Alphabet trades below its historical valuation with growth potential driven by AI, YouTube, and Google Cloud, signaling a positive buying opportunity.
  • Concerns about search cannibalization by AI remain unconfirmed, supporting confidence in Alphabet's core business stability.
  • Competitive market share gains in cloud services and strong earnings beats improve sentiment versus rivals Amazon and Microsoft.

📈 AAPL Price Trend

⏱️ Impact Timing
as soon as the earnings report on July 23
👥 Competitor Impact
  • ➡️ AMZN: sell
  • ➡️ MSFT: sell
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