Technology
Tech Titans Tumble
May 30, 2025
If you’ve ever turned to AI for serious philosophical quandaries like “Could a gorilla take on 100 dudes?” — you’re not alone. ChatGPT just reached a new peak in user numbers last month, as curiosity-fueled queries flood the platform. Clearly, society has important questions to answer.
Markets opened hopeful on confirmed trade discussions with China, but optimism faltered as Apple dropped hints about adding AI-powered search to its Safari browser. That, plus Fed warnings of rising stagflation risks and Trump refusing to preemptively lower tariffs, shook investor confidence.
But in a late twist, Bloomberg reported a potential easing of export rules for semiconductors — lifting chip stocks and dragging the broader market back into the green. The S&P 500 and Nasdaq 100 both closed up 0.4%, while the Russell 2000 inched ahead by 0.3%.
It’s never great to overshadow a Federal Reserve day — unless you’re announcing a surprise iPhone, maybe. But this week, Alphabet stole the spotlight for all the wrong reasons after Apple SVP Eddy Cue casually floated the idea of AI-powered search coming to Safari.
That tiny suggestion carried major implications. In 2022 alone, Google reportedly paid Apple $20 billion to remain Safari’s default search engine. If Apple is plotting to swap that out for an in-house AI experience, it's not just a shift in tech — it’s a tectonic business shake-up.
Investors didn’t take it lightly. Alphabet’s stock plummeted over 7%, dragging the tech sector — and the broader market — down with it. Cue’s comments made it clear: Apple isn’t just dipping a toe into AI, it’s positioning itself to rewrite the rules of the internet economy.
For every AI winner, there will be losers — and the tech hierarchy as we know it could face major disruption. The Apple-Google search deal might just be the first domino to fall.
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Disney shares jumped after the company posted solid Q2 earnings, with its theme parks leading the way — proving that even with ride closures, the magic is still very real. The company also announced a major expansion, partnering with Miral to build a new park and resort in Abu Dhabi.
Disney’s physical experiences are thriving: its cruise line is set to nearly double its fleet by 2030. And even the studio’s film division got a win with “Thunderbolts*,” a Marvel release that impressed critics and pulled in $162M globally in its opening weekend.
Streaming, often a sore spot for legacy media, is finally playing nice. Disney+ reported 1.4 million new subscribers and turned a profit for the third consecutive quarter. For a business under pressure from all angles, that’s no small feat.
CEO Bob Iger is betting on fewer films, better quality, and park expansions to carry the brand forward. Even if the studio fumbles a few more superhero storylines, Disney’s real-world experiences are delivering consistent revenue — and investors are noticing.
The Consumer Confidence Index, a long-standing barometer of how Americans feel about their finances and the economy, just hit a pattern never seen in its history. The gap between optimism and reality? Eye-opening.
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