UK CMA Enforces AI Opt-Out Rules on Google; Alphabet Falls 3.86%

On June 3, 2026, Britain’s CMA imposed new conduct requirements on Google’s search services, granting publishers the right to opt out of AI model training and fine-tuning while mandating clear attribution and links in AI-generated results. The rules build directly on Google’s October 2025 strategic market status designation and January 2026 proposals, strengthening publisher bargaining power over content used in Gemini-powered features. Alphabet shares closed down 3.86% at 361.85 amid investor concerns over reduced data access and higher compliance costs, with the CMA confirming ongoing monitoring and potential further action.