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Alphabet downgraded to Hold amid AI delays and rising competition from Microsoft

Market News
30 Jul 2026
Andrew Wynn
View Source
Bearish
Alphabet downgraded to Hold amid AI delays and rising competition from Microsoft

Investment firm UBS downgraded Alphabet Inc. stock to "Hold" due to delays in its AI model Gemini 3.5 Pro and increased competition from Microsoft, which reported strong AI and cloud growth. Alphabet is also under investigation for potential securities law violations related to these delays. The downgrade reflects concerns about Alphabet's ability to keep pace in the competitive AI sector, impacting investor confidence and causing a slight drop in its stock price.

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