Google Stock Climbs Amid Reports of Meta’s Interest in Gemini AI Technology
In a development capturing significant attention in the technology and investment communities, shares of Alphabet Inc. (GOOGL), the parent company of Google, experienced an uptick following reports that Meta Platforms (META), formerly Facebook, engaged in discussions about leveraging Google’s advanced AI model, Gemini, for its advertising business. The news surfaced early Friday, driving early market optimism for Google, while Meta’s stock showed little movement.
Discussions and Responses
According to a report from The Information citing unnamed sources, Meta was exploring the use of Google’s Gemini AI platform to enhance its advertising capabilities. The report suggested that such collaboration could potentially boost Meta’s efforts to optimize ad targeting and sales by harnessing Google’s AI technology.
However, Meta quickly responded to the report, dispelling the notion of an active partnership. In a Threads post, Meta spokesperson Andy Stone clarified that the talks were routine evaluations of third-party tools for benchmarking purposes rather than steps toward adopting external technology. Stone emphasized, “We have always built our own industry-leading, proprietary ad targeting and recommendation systems — that’s a separate thing.”
Market Impact and Industry Context
Despite Meta’s denial, the initial report was enough to push Google’s stock higher during after-hours trading on Thursday. The development underlines the dynamic nature of AI innovation in the tech giant sector as firms aggressively enhance their competitive edge in artificial intelligence, especially in digital advertisement, which remains a crucial revenue stream.
Meta is notably investing heavily to expand its AI capabilities to keep pace with major peers such as Amazon (AMZN), Microsoft (MSFT), and Google. The idea that Meta might look to Google for AI support—even if only for benchmarking—signals the significant lead Alphabet may hold in certain areas of AI application relevant to advertising.
Industry analysts view this scenario as indicative of Google’s position as a leading AI player. Gil Luria, head of technology research at D.A. Davidson, remarked to Investor’s Business Daily, “For as much pride as Meta has in its own AI capabilities, it is quite an admission for them to ask Google for help on AI algorithms for selling ads.”
Looking Forward
Meta’s quick clarification reiterates its commitment to developing proprietary technology and maintaining control over its critical advertising infrastructure. Meanwhile, investors are watching closely to see how AI advancements at both companies will shape their respective ad businesses and influence broader market trends.
As artificial intelligence continues to revolutionize digital advertising, technology companies’ strategic decisions in AI development and partnerships remain pivotal to their growth trajectories and stock performance. Google’s recent stock movement reflects investor confidence in its AI leadership, amid escalating competition in the field.
This article is based on reports from Investor’s Business Daily and other market sources as of September 26, 2025. Investors are advised to conduct their own research before making investment decisions.
