Google facing EU pressure to open Android to Gemini rivals -- Bloomberg

Bloomberg reports the EU, under its Digital Markets Act, is expected to pressure Google to open Android and certain features to rival AI search engines (so-called Gemini rivals). That regulatory push would erode parts of Google’s exclusive control over Android-provided capabilities, increasing competition for search and AI integrations and posing a potential headwind to Google’s ad and platform monetization advantage. Market reaction appears muted intraday (GOOG near $338), but the development represents a regulatory overhang that could weigh on longer-term growth and margins if enforced broadly.