WS #15073

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Google has filed a legal challenge against EU orders requiring it to open its search engine to AI rivals, escalating regulatory friction in Europe. In the US, Morgan Stanley issued internal warnings regarding ALM and reputational risks, echoing 2008-era concerns about deal flow. Conversely, Oracle reported a 121% increase in cloud infrastructure revenue, highlighting the continued AI infrastructure boom.

Tech Regulatory and AI Risks

Google has filed a legal challenge against EU orders requiring it to open its search engine to AI rivals, escalating regulatory friction in Europe. In the US, Morgan Stanley issued internal warnings regarding ALM and reputational risks, echoing 2008-era concerns about deal flow. Conversely, Oracle reported a 121% increase in cloud infrastructure revenue, highlighting the continued AI infrastructure boom.

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