Why Google and Meta Stocks are the Big Winners from the Latest AI Concerns

Dow Jones

1 hour ago

Google owner Alphabet and Facebook parent Meta Platforms have been frustrating stocks to own in 2026-but they were getting some love from investors on Monday, even as a broader tech selloff raged on.

Alphabet climbed 1.5% and Meta added 2.1% ahead of the opening bell. Futures tracking the Nasdaq 100 fell 1.6% after the bosses of Anthropic, OpenAI, and SpaceX called for a slowdown in AI development.

The two Big Tech companies could benefit from a co-ordinated slowdown by the developers of Claude, ChatGPT, and Grok. Both Meta and Google are working on rival AI systems.

Google released the latest version of its Gemini chatbot, Gemini 3.8 Flash, earlier this month, while Meta's consumer AI agent Muse hit the App Store's top three last week.

But the latest iterations of Gemini and Muse both rank behind Anthropic's Claude Fable 5.1, OpenAI's GPT-6 Astra, and SpaceX's Grok-4.6, according to OpenLM's large-language model leaderboard.

If the three biggest AI companies slow down development, that could level the playing field.

Shares of Alphabet and Meta have struggled for direction in 2026 as investors pile into chip and memory stocks. Alphabet was up 8.2% for the year through Friday's close, while Meta was down 1.8%.

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Futures tracking the Nasdaq 100 fell 1.6% after the bosses of Anthropic, OpenAI, and <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> called for a slowdown in AI development. \n</p>\n<p>\n     The two Big Tech companies could benefit from a co-ordinated slowdown by the developers of Claude, ChatGPT, and Grok. Both Meta and Google are working on rival AI systems. \n</p>\n<p>\n     Google released the latest version of its Gemini chatbot, Gemini 3.8 Flash, earlier this month, while Meta's consumer AI agent Muse hit the App Store's top three last week. \n</p>\n<p>\n     But the latest iterations of Gemini and Muse both rank behind Anthropic's Claude Fable 5.1, OpenAI's GPT-6 Astra, and SpaceX's Grok-4.6, according to OpenLM's large-language model leaderboard. \n</p>\n<p>\n     If the three biggest AI companies slow down development, that could level the playing field. \n</p>\n<p>\n     Shares of Alphabet and Meta have struggled for direction in 2026 as investors pile into chip and memory stocks. Alphabet was up 8.2% for the year through Friday's close, while Meta was down 1.8%. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Google and Meta Stocks are the Big Winners from the Latest AI Concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Google and Meta Stocks are the Big Winners from the Latest AI Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-09-14 20:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     Google owner Alphabet and Facebook parent Meta Platforms have been frustrating stocks to own in 2026-but they were getting some love from investors on Monday, even as a broader tech selloff raged on. \n</p>\n<p>\n     Alphabet climbed 1.5% and Meta added 2.1% ahead of the opening bell. 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Alphabet was up 8.2% for the year through Friday's close, while Meta was down 1.8%. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0545039389.USD","symbol_name":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2667666631","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2667666631","pubTimestamp":1789389360,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Google owner Alphabet and Facebook parent Meta Platforms have been frustrating stocks to own in 2026-but they were getting some love from investors on Monday, even as a broader tech selloff raged on.Alphabet climbed 1.5% and Meta added 2.1% ahead of the opening bell. 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Both Meta and Google are working on rival AI systems.Google released the latest version of its Gemini chatbot, Gemini 3.8 Flash, earlier this month, while Meta's consumer AI agent Muse hit the App Store's top three last week.But the latest iterations of Gemini and Muse both rank behind Anthropic's Claude Fable 5.1, OpenAI's GPT-6 Astra, and SpaceX's Grok-4.6, according to OpenLM's large-language model leaderboard.If the three biggest AI companies slow down development, that cou","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","META":"Meta Platforms, Inc.","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","BK4612":"AI芯片","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","TRUC":"VanEck Communication Services TruSector ETF","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0320765059.SGD":"FTIF - 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Futures tracking the Nasdaq 100 fell 1.6% after the bosses of Anthropic, OpenAI, and SpaceX called for a slowdown in AI development. \n\n\n     The two Big Tech companies could benefit from a co-ordinated slowdown by the developers of Claude, ChatGPT, and Grok. Both Meta and Google are working on rival AI systems. \n\n\n     Google released the latest version of its Gemini chatbot, Gemini 3.8 Flash, earlier this month, while Meta's consumer AI agent Muse hit the App Store's top three last week. \n\n\n     But the latest iterations of Gemini and Muse both rank behind Anthropic's Claude Fable 5.1, OpenAI's GPT-6 Astra, and SpaceX's Grok-4.6, according to OpenLM's large-language model leaderboard. \n\n\n     If the three biggest AI companies slow down development, that could level the playing field. \n\n\n     Shares of Alphabet and Meta have struggled for direction in 2026 as investors pile into chip and memory stocks. Alphabet was up 8.2% for the year through Friday's close, while Meta was down 1.8%.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}