[UPDATE] Alphabet steadies after its worst day in a month; DeepMind chief says Gemini 4 arrives 'much earlier' than year-end
Alphabet fell 3.8% on Sep 23, its steepest drop in over a month (~5% across two sessions), as Meta's Muse agent held the #1 free iOS app slot and Meta Connect integrations landed alongside the Treasury spike. Koray Kavukcuoglu told The Information's AI Agenda Live that Gemini 4 is in early post-training and will ship 'much earlier' than year-end; shares were +0.6% overnight. Desk read: the 21-session window is negative (-1.3%, -9.3% off the 60-day high) and the 12-1 momentum leg skips exactly that window, so GOOGL stays on watch for a second day; Gemini 4 timing is the re-test catalyst.