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Google CEO Sundar Pichai speaks during the Google I/O keynote session at Shoreline Amphitheatre in Mountain View, California on May 7, 2019.

Josh Edelson | AFP | Getty Images

Google’s mixed messaging when it comes to its return-to-office plans has been a subject of consternation across the company since the waning days of the pandemic. Now employees are finding further sources of frustration.

Last week Google updated its hybrid three-day-a-week office policy to include badge tracking, and noted that attendance will be included in performance reviews. Additionally, employees who already received approval for remote work may now have that status reevaluated.

Based on CNBC’s discussions with some employees and posts to an internal site called Memegen, Google faces growing concern among staffers that management is overreaching in its oversight of physical attendance and that they’re being treated like schoolchildren. There’s also increased uncertainty about what the future holds for people who moved to different cities and states after they were cleared to work from remote locations.

“If you cannot attend the office today, your parents should submit an absence request,” reads one top-rated meme posted by an employee and viewed by CNBC. Attached was a photoshopped image of human resources head Fiona Cicconi in front of a school chalkboard.

Another highly-rated meme said “check my work, not my badge.”

Ryan Lamont, a Google spokesperson, said in an email that the badge data collected is “aggregated” for company leaders.

“Now that we’ve fully transitioned to the hybrid work week, company leaders can see reports showing how their teams are adopting the hybrid work model,” the statement said, adding that Google doesn’t “share individual Googler badge data” in its reports.

An internal document indicates how group leaders will learn who hasn’t been in the office frequently enough.

“Managers of non-remote Googlers who have been consistently absent from the office will be cc’ed on emails to these Googlers (subject to local requirements), so they can support Googlers in either ramping back to the office or exploring other flexibility options,” the document says.

On Friday, YouTube held its own all-hands meeting with employees about the office policy update. At the event, executives presented the plans virtually, a paradox that didn’t go unnoticed.

Afterwards, a popular meme showed an image of “The Big Bang Theory” TV show character Leonard Hofstadter, saying “What are you looking at? You’ve never seen a hypocrite before?”

Discontent surrounding the RTO policies represents the latest challenge for Google as the company tries to get people back into its many expansive offices and campuses across the country. Prior to the pandemic, Google was known for its vibrant campus life, replete with massage parlors, yoga classes, video games and free gourmet meals.

But life changed, as did priorities, during the pandemic, when offices were closed and employees were forced to work from home. Staffers moved to different cities and got used to more flexibility and family time while taking advantage of Google’s flexible remote work options.

Ruth Porat, Alphabet CFO, at the WEF in Davos, Switzerland on May 23rd, 2022. 

Adam Galica | CNBC

Tech companies flourished during that stretch. Google’s revenue growth surged and its stock price rose to record levels. Much of that was attributable to a wide array of cloud-based collaboration tools that could be used from anywhere.

“Thanks to amazing tools like Google Workspace, we can be highly productive from home — particularly when it comes to asynchronous work that requires deep focus,” Cicconi and Alphabet finance chief Ruth Porat wrote in a memo last week announcing updates to the hybrid policy.

In April of last year, Google began bringing most employees back to physical offices three days a week, following a number of fits and starts in its RTO plans that were complicated by regular spikes in Covid infection rates.

However, with attendance remaining sparse and Google looking to cut costs, the company started instituting changes this year that haven’t always been applauded. For example, CNBC reported in February that Google’s cloud unit told employees that it would transition to a desk-sharing workspace in its five largest locations as it downsized real estate.

Now, according to correspondence viewed by CNBC, the company is in the process of providing lockers in each location that uses the desk-sharing model so employees can store personal items overnight.

Chris Schmidt, a software engineer at Google and a member of the Alphabet Workers Union-CWA, questioned how the company can work so hard to get people back in the office when desk space is limited.

“New York City workers do not even have enough desks and conference rooms for workers to use comfortably,” Schmidt said in an email to CNBC.

Google is far from alone among its tech peers in struggling to find the right path forward with hybrid work. Last month, thousands of Amazon employees walked off the job, calling on the company to reconsider its three-day-a-week office mandate. Salesforce is reportedly offering to pay $10 a day to the local charity of choice for every employee that comes back to the office. And Meta said recently that employees will need to work from a physical office at least three days a week beginning in September.

Lamont said that Google’s three-day policy has been in place for over a year and is now being updated.

“It’s going well, and we want to see Googlers connecting and collaborating in-person, so we’re limiting remote work to exception only,” Lamont said.

WATCH: War on remote work

War on remote work: Google clamps down on employees working from home

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CNBC Daily Open: Some hope after last week’s U.S. market rout

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CNBC Daily Open: Some hope after last week's U.S. market rout

Traders work on the floor of the New York Stock Exchange (NYSE) on Nov. 21, 2025 in New York City.

Spencer Platt | Getty Images

Last week on Wall Street, two forces dragged stocks lower: a set of high-stakes numbers from Nvidia and the U.S. jobs report that landed with more heat than expected. But the leaves that remained after hot tea scalded investors seemed to augur good tidings.

Even though Nvidia’s third-quarter results easily breezed past Wall Street’s estimates, they couldn’t quell worries about lofty valuations and an unsustainable bubble inflating in the artificial intelligence sector. The “Magnificent Seven” cohort — save Alphabethad a losing week.

The U.S. Bureau of Labor Statistics added to the pressure. September payrolls rose far more than economists expected, prompting investors to pare back their bets of a December interest rate cut. The timing didn’t help matters, as the report had been delayed and hit just as markets were already on edge.

By Friday’s close, the S&P 500 and Dow Jones Industrial Average lost roughly 2% for the week, while the Nasdaq Composite tumbled 2.7%.

Still, a flicker of hope appeared on the horizon.

On Friday, New York Federal Reserve President John Williams said that he sees “room” for the central bank to lower interest rates, describing current policy as “modestly restrictive.” His comments caused traders to increase their bets on a December cut to around 70%, up from 44.4% a week ago, according to the CME FedWatch tool.

And despite a broad sell-off in AI stocks last week, Alphabet shares bucked the trend. Investors seemed impressed by its new AI model, Gemini 3, and hopeful that its development of custom chips could rival Nvidia’s in the long run.

Meanwhile, Eli Lilly’s ascent into the $1 trillion valuation club served as a reminder that market leadership doesn’t belong to tech alone. In a market defined by narrow concentration, any sign of broadening strength is a welcome change.

Diversification, even within AI’s sprawling ecosystem, might be exactly what this market needs now.

What you need to know today

And finally…

The Beijing music venue DDC was one of the latest to have to cancel a performance by a Japanese artist on Nov. 20, 2025, in the wake of escalating bilateral tensions.

Screenshot

Japanese concerts in China are getting abruptly canceled as tensions simmer

China’s escalating dispute with Japan reinforces Beijing’s growing economic influence — and penchant for abrupt actions that can create uncertainty for businesses.

Hours before Japanese jazz quintet The Blend was due to perform in Beijing on Thursday, a plainclothesman walked into the DDC music club during a sound check. Then, “the owner of the live house came to me and said: ‘The police has told me tonight is canceled,'” said Christian Petersen-Clausen, a music agent.

— Evelyn Cheng

Correction: This report has been updated to correct the spelling of Eli Lilly.

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Meta halted internal research suggesting social media harm, court filing alleges

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Meta halted internal research suggesting social media harm, court filing alleges

Meta halted internal research that purportedly showed that people who stopped using Facebook became less depressed and anxious, according to a legal filing that was released on Friday.

The social media giant was alleged to have initiated the study, dubbed Project Mercury, in late 2019 as a way to help it “explore the impact that our apps have on polarization, news consumption, well-being, and daily social interactions,” according to the legal brief, filed in the United States District Court for the Northern District of California.

The filing contains newly unredacted information pertaining to Meta.

The newly released legal brief is related to high-profile multidistrict litigation from a variety of plaintiffs, such as school districts, parents and state attorneys general against social media companies like Meta, Google’s YouTube, Snap and TikTok.

The plaintiffs claim that these businesses were aware that their respective platforms caused various mental health-related harms to children and young adults, but failed to take action and instead misled educators and authorities, among several allegations.

“We strongly disagree with these allegations, which rely on cherry-picked quotes and misinformed opinions in an attempt to present a deliberately misleading picture,” Meta spokesperson Andy Stone said in a statement. “The full record will show that for over a decade, we have listened to parents, researched issues that matter most, and made real changes to protect teens—like introducing Teen Accounts with built-in protections and providing parents with controls to manage their teens’ experiences.”

A Google spokesperson said in a statement that “These lawsuits fundamentally misunderstand how YouTube works and the allegations are simply not true.”

“YouTube is a streaming service where people come to watch everything from live sports to podcasts to their favorite creators, primarily on TV screens, not a social network where people go to catch up with friends,” the Google spokesperson said. “We’ve also developed dedicated tools for young people, guided by child safety experts, that give families control.”

Snap and TikTok did not immediately respond to a request for comment.

The 2019 Meta research was based on a random sample of consumers who stopped their Facebook and Instagram usage for a month, the lawsuit said. The lawsuit alleged that Meta was disappointed that the initial tests of the study showed that people who stopped using Facebook “for a week reported lower feelings of depression, anxiety, loneliness, and social comparison.”

Meta allegedly chose not to “sound the alarm,” but instead stopped the research, the lawsuit said.

“The company never publicly disclosed the results of its deactivation study,” according to the suit. “Instead, Meta lied to Congress about what it knew.”

The lawsuit cites an unnamed Meta employee who allegedly said, “If the results are bad and we don’t publish and they leak, is it going to look like tobacco companies doing research and knowing cigs were bad and then keeping that info to themselves?”

Stone, in a series of social media posts, pushed back on the lawsuit’s implication that Meta shuttered the internal research after it allegedly showed a causal relationship between its apps and adverse mental-health effects.

Stone characterized the 2019 study as flawed and said it was the reason that the company expressed disappointment. The study, Stone said, merely found that “people who believed using Facebook was bad for them felt better when they stopped using it.”

“This is a confirmation of other public research (“deactivation studies”) out there that demonstrates the same effect,” Stone said in a separate post. “It makes intuitive sense but it doesn’t show anything about the actual effect of using the platform.”

CNBC’s Lora Kolodny contributed reporting.

WATCH: Final trades: Meta, S&P Global and Idexx Lab.

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Google’s new AI model puts OpenAI, the great conundrum of this market, on shakier ground

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Google's new AI model puts OpenAI, the great conundrum of this market, on shakier ground

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