Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025.
David Paul Morris | Bloomberg | Getty Images
Google is continuing to put restrictions on remote work, this time with a popular policy called “Work from Anywhere” that was established during the Covid pandemic.
The policy has allowed employees to work from a location outside of their main office for up to four weeks per calendar year. According to internal documents viewed by CNBC, working remotely for even a single day will now count for a full week.
“Whether you log 1 WFA day or 5 WFA days in a given standard work week, 1 WFA week will be deducted from your WFA weekly balance,” according to a document that was circulated over the summer, shortly before the change went into effect.
Google isn’t altering its current hybrid schedule, which was also put in place during the pandemic, allowing employees to work from home two days a week. WFA days are distinct from that policy, giving staffers the flexibility to work remotely, but not at home.
“WFA weeks cannot be used to work from home or nearby,” the document says.
Google didn’t immediately respond to request for comment.
Tech companies are increasingly forcing employees to spend more time in the office, with the peak of Covid now about five years in the past. Microsoft said last month that employees will be expected to work in an office three days a week starting next year, switching from a policy that allowed most of them to work from home 50% of the time or more with manager approval. Amazon went further, instructing corporate staffers to spend five days a week in the office.
Google began offering some U.S. full-time employees voluntary buyouts at the beginning of 2025, and has notified remote workers from several units their jobs would be considered for layoffs if they didn’t return to offices to work a hybrid schedule.
According to the latest changes, employees can’t work from a Google office in a separate state or country during their WFA time due to “legal and financial implications of cross border work.” If in a different location, employees may be required to work during the business hours that align with that time zone, the rules state.
The WFA update doesn’t apply to all Google staffers and may exclude data center workers, and those who are required to be in physical offices. Violations of the policy will result in disciplinary action or termination, the document says.
The issue came up at a recent all-hands meeting.
A top-rated question that was submitted on Google’s internal system described the update as “confusing.”
“Why does even one day of WFA count as a whole week, and can we reconsider the restriction on using WFA weeks to work from home?” the question said.
John Casey, Google’s vice president of performance and rewards, said at the meeting that WFA “was meant to meet Googlers where they were during the pandemic,” according to audio obtained by CNBC.
“The policy was always intended to be taken in increments of a week and not be used as a substitute for working from home in a regular hybrid work week,” Casey said.
A Waymo car is halted on the road amid a power outage in San Francisco, California, U.S., December 20, 2025, in this screengrab obtained from a social media video.d
Reuters
Three days after a blackout in San Francisco caused Waymo to pause its driverless car service, the Alphabet-owned company said it’s updating its fleet so its vehicles are better prepared to respond during future outages.
“We’ve always focused on developing the Waymo Driver for the world as it is, including when infrastructure fails,” the company said in a blog post late Tuesday.
Power outages began early afternoon on Saturday in San Francisco and peaked roughly two hours later, affecting about 130,000 customers, according to Pacific Gas and Electric. As of Sunday morning, about 21,000 customers remained without power. PG&E said a fire at a substation resulted in “significant and extensive” damage.
With stoplights and traffic signals not functioning, the city was hit with widespread gridlock. Videos shared on social media appeared to show multiple Waymo vehicles stalled in traffic in various neighborhoods.
“We directed our fleet to pull over and park appropriately so we could return vehicles to our depots in waves,” Waymo said in Tuesday’s blog post. “This ensured we did not further add to the congestion or obstruct emergency vehicles during the peak of the recovery effort.”
San Francisco Mayor Daniel Lurie said in an update on X Saturday evening that police officers, fire crews, parking control officers and city ambassadors were deployed across affected neighborhoods.
Waymo said that it’s analyzing the event, and is taking three “immediate steps.”
The first involves “fleet-wide updates” to give vehicles “more context about regional outages,” so cars can take more decisive actions at intersections. The company said it’s also improving its “emergency response protocols,” and is coordinating with Mayor Lurie’s team in San Francisco to better collaborate in emergency preparedness. Finally, Waymo said it’s updating its first responder training “as we discover learnings from this and other widespread events.”
In addition to the Bay Area, Waymo currently serves paid rides to the public in and around Austin, Texas, Phoenix, Atlanta and Los Angeles. The company recently crossed an estimated 450,000 weekly paid rides, and said in December it had served 14 million trips in 2025, putting it on pace to end the year at more than 20 million trips total since launching in 2020.
“Backed by 100M+ miles of fully autonomous driving experience and a record of improving road safety, we are undaunted by the opportunity to challenge the status quo of our roads, and we’re proud to continue serving San Franciscan residents and visitors,” the company said in Tuesday’s blog.
— CNBC’s Lora Kolodny and Jennifer Elias contributed to this report.
Direxion signage at the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 22, 2025. The holiday-shortened week started with gains in stocks amid a broad advance that saw a continuation of the bullish momentum on Wall Street.
Michael Nagle | Bloomberg | Getty Images
Motive, a company with software for managing corporate trucks and drivers, on Tuesday filed for an initial public offering on the New York Stock Exchange under the symbol “MTVE.”
The paperwork puts Motive among a fast-growing group of tech companies looking to go public in 2026. Anthropic, OpenAI and SpaceX have all reportedly considered making their shares widely available for trading next year.
Motive is smaller, reporting a $62.7 million net loss on $115.8 million in revenue in the third quarter. The loss widened from $41.3 million in the same quarter of 2024, while revenue grew about 23% year over year. The company had almost 100,000 clients at the end of September.
Ryan Johns, Obaid Khan and Shoaib Makani started Motive in 2013, originally under the name Keep Truckin. Makani, the CEO, is Khan’s brother-in-law.
Investors include Alphabet’s GV, Base10 Partners, Greenoaks, Index Ventures, Kleiner Perkins and Scale Venture Partners.
Motive’s AI Dashcam device for detecting unsafe driving “has prevented 170,000 collisions and saved 1,500 lives on our roads,” Makani wrote in a letter to investors. Most revenue comes from subscriptions, although Motive does sell replacement hardware and professional services.
The San Francisco company changed its name to Motive in 2022, and as of Sept. 30, it employed 4,508 people. Motive employs 400 full-time data annotators who apply labels that are meant to enhance artificial intelligence models.
Motive has ongoing patent-infringement litigation with competitor Samsara, which went public in 2021 and today has a $22 billion market capitalization.
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: The S & P 500 is on track for its fourth day of gains Tuesday, buoyed by strength in AI-related names. AI chipmakers and Club holdings Nvidia and Broadcom are up around 2.5% and 2%, respectively, in afternoon trading. Meanwhile, hopes that the Federal Reserve will lower interest rates in January further dimmed after stronger-than-expected economic data . The initial third-quarter GDP report, which was delayed due to the government shutdown, showed that the U.S. economy grew 4.3% in three months ended in September, beating the Dow Jones estimate of a 3.2% expansion. China truce: The Trump administration has opted to delay implementing additional tariffs on Chinese chips for at least 18 months, according to a Federal Register filing on Tuesday. The decision came after the administration concluded a trade investigation started under former President Joe Biden. The investigation determined China has “employed increasingly aggressive and sweeping non-market policies and practices in pursuing dominance” in the semiconductor industry, which has “disadvantaged U.S. companies, workers and the economy.” Despite that finding, the Trump administration said it implemented “an initial tariff level of 0 percent” on Chinese-made silicon until at least June 23, 2027. The move should help to keep trade U.S.-China tensions at bay, a positive for the broader economy and, in turn, the stock market as we head into 2026. While this move is about Chinese chips coming into the U.S., rather than U.S. restrictions on cutting edge chips going to China, the encouraging takeaway for investors is what it says about the White House’s posture toward China. Additionally, it should help with input costs for those companies that make products with Chinese chips in them in industries such as defense, medical devices and automotive. Buy the dip: Baird says weakness in Meta Platforms stock is a great opportunity for investors. After closing at a record $790 apiece on Aug. 12, shares drifted lower until late October — and then tanked in response to third-quarter earnings as investors fretted about its level of AI spending. While Meta shares bottomed a couple weeks later and have made a nice move since then, the stock is still more than 11% below its pre-earnings plunge. Year to date, Meta is up around 13.5%, trailing the S & P 500’s more than 17% advance in the same stretch. In the Tuesday note, Baird analysts encouraged clients to be “opportunistic buyers” on the dip because while there are still near-term risks to investor sentiment, expectations seem to be in a better balance compared to earlier this year. Baird cited catalysts such as better execution in Meta AI and Llama, the company’s family of large language models. The firm added, “While mixed sentiment could persist into early 2026 amid margin uncertainty, we believe the narrative can shift more constructively through the year through a possible margin-clearing event; launch of next Llama model; updates to Meta AI; ramping WhatsApp and Threads monetization, etc.” Although analysts are sticking with Meta, they did slightly lower their price target to $815 from $820 apiece. Still, the updated price target represents a 23% upside from Monday’s close and would be a new all-time high. Like Baird, we’re optimistic on Meta’s AI ambitions — and that’s why we stepped in to buy more Meta shares for the first time in three years last month during its pullback. The Facebook parent has poached top AI talent , giving the company’s TBD Labs, which oversees its large language models, an entire roster of world-class engineers. Meta also reportedly plans to make cuts to its metaverse unit, which should give the company more flexibility to put capital into faster-growing areas such as generative AI. The Club has a price target of $825 on the stock. Up next: There are no big earnings reports this evening. On the economic date front, initial jobless claims are out Wednesday at 8:30 a.m. ET. The New York Stock Exchange will close at 1 p.m. ET for Christmas Eve, and will be closed entirely on Christmas Day on Thursday. (See here for a full list of the stocks in Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. 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