Overview

• Google said Gemini is now embedded in Chrome for U.S. desktop users on Mac and Windows, enabling answers to page content, references within YouTube videos, and help resurfacing previously visited pages.
• The company plans to offer Gemini to businesses through Google Workspace in the coming weeks with enterprise-grade data protections and administrative controls.
• Mobile availability is slated to follow in the U.S., with Google also planning agentic capabilities in the coming months so Gemini can handle time‑consuming tasks.
• Baird raised its Alphabet price target to $275 with an Outperform rating, citing Google’s dominance in commercial search and noting AI search is roughly 1% of referral traffic with an immaterial share of conversions.
• Cantor Fitzgerald reiterated a Neutral rating and $201 target after the Chrome integration, highlighting Chrome’s 4 billion monthly users, roughly 70% desktop share, about 35% contribution to search revenue, and Gemini MAUs below 10% of Chrome’s base.