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The door the ruling left open

The full opinion behind "an expectation is not an agreement" closes the antitrust route and leaves the question of payment undecided. Meanwhile the spam update made a third pass and ChatGPT began labelling which product is best.

The short answer

what
The full opinion in Penske Media and Chegg v. Google, the third phase of the September 2026 spam update, a ChatGPT test of product labels, multi-country filters in Search Console, and Google's comments on rank tracking and on sitemaps it does not fetch.
why
Because last week's headline was narrower than it sounded, and because two of the week's changes move how visibility is measured: in what an AI answer ranks, and in what tools can still see.
who
Publishers weighing what the AI Overviews ruling leaves them, sites hit by the September spam update, brands that appear in ChatGPT shopping answers, and anyone who reads Search Console or a rank tracker.
where
The US District Court for the District of Columbia; Google Search and Search Console; ChatGPT shopping results.
when
5–7 October 2026. The opinion was signed on 30 September; the third phase of the spam update ran on 4–6 October; the ChatGPT labels and the Search Console filters were reported on 6 October.
how
The memorandum opinion as reported by Press Gazette and The Decoder; Search Engine Roundtable and Search Engine Journal; Google Search Central's LinkedIn post and help documentation; the Google Search Status Dashboard; Brodie Clark's SERP Alert.

In plain words

Last week a judge said Google never promised websites any visitors. Now that people have read the whole decision, it turns out he answered only one question: whether Google broke competition law. He did not answer the other one, whether it is fair to use someone's writing without paying. That question can still go to another court. In the same days Google kept cleaning out pages made in bulk, and ChatGPT started putting little badges like "best for beginners" on the products it suggests. Being named by an AI is no longer enough: it now also says which of the named is best.

On Monday we quoted six words from Judge Amit Mehta's ruling on Google's AI Overviews. Since then the full 41-page opinion has been read and reported in detail, and it is narrower than its best line. It closes one road for publishers and does not touch another.

The rest of the week so far is about measurement. The spam update made a third pass. ChatGPT started telling shoppers which product is "best". Search Console learned to filter by several countries at once. And rank trackers explained why their data keeps getting harder to collect.

What the ruling actually decided

The memorandum opinion was signed on 30 September, a day earlier than most reports dated it, and it covers two cases, not one. Chegg, the education company, had sued on the same grounds as Penske Media, and both suits were dismissed together.

Every federal claim was dismissed in full. That includes reciprocal dealing under Sections 1 and 2 of the Sherman Act, monopoly maintenance, tying, and attempted monopolisation. The judge's reasoning is the one quoted on Monday: there was never an agreement in which Google promised traffic in exchange for content, so there was no bargain to break.

But an expectation is not an agreement. It is simply how a general search engine works.

Judge Amit P. Mehta, memorandum opinion, 30 September 2026

The second sentence matters as much as the first. The court did not find that the traffic loss was imaginary. It found that losing traffic to a search engine's design is not, by itself, an antitrust injury.

What the court did not decide is the question many publishers care about most. Both companies had also claimed unjust enrichment under California law: that Google profits from their content without paying for it. Once the federal claims were gone, the judge declined to exercise supplemental jurisdiction over those state claims. He did not rule on whether they are right. A claim dismissed that way can, in principle, be brought again in a state court.

The opinion also says that "a final, appealable order accompanies this Memorandum Opinion". So the antitrust question can go to the Court of Appeals. As of 7 October we found no statement from Penske or Chegg on whether they will appeal or refile.

The spam update's third pass

The September 2026 spam update began on 24 September and Google said it would take about two weeks. Search Engine Roundtable now counts three phases. The first ran on 25–27 September, the second on 30 September, and a third on 4–6 October, seen by Semrush, Mozcast, SISTRIX, Similarweb and ten other trackers. News sites, Discover and Google News took the hardest swings again. One news publisher on a webmaster forum reported earnings "currently down 80%".

On 7 October the Search Status Dashboard still showed the update with a start date and no end date.

PhaseDatesWho it hit hardest
First25–27 SeptemberTemplated and programmatic sites
Second30 SeptemberMixed; Reddit's machine-translated pages recovered
Third4–6 OctoberNews sites, Discover and Google News

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ChatGPT starts saying which product is best

On 6 October Brodie Clark spotted ChatGPT testing new labels on the products it recommends. One product gets a green "best all-rounder" label. Others get grey labels for narrower wins, such as "best for beginners" or "best cushioning". OpenAI has not announced the test.

ChatGPT is testing out a new variation of the labels that can be displayed for organic products in its results. Expanding upon the original version, the new experiment is displaying a green label for the 'best all-rounder' product and also additional grey labels for the "best" for different criteria.

Brodie Clark, SERP Alert, 6 October 2026, via Search Engine Roundtable

These are organic results, not ads. That makes the label a ranking. Until now an AI shopping answer listed several products, and the question for a brand was whether it made the list. With labels, the answer also says which of the listed products wins, and for what. A brand can keep its citation share and still lose the green label to a competitor.

Monday's digest covered the other OpenAI news of the week: visual ads beside generated images, to be tested in the US later this month.

Search Console: several countries at once

On 6 October Google Search Central announced on LinkedIn that the Performance report filters now accept more than one country, and more than one device. Before, the only way to see two countries together was a comparison, and a comparison is still limited to two items.

Today we're updating the Search Console performance report filters to make it easier for you to analyze traffic patterns across different countries and devices.

Google Search Central, LinkedIn, 6 October 2026

The same week Google added one line to the help page for the Search generative AI control, the Search Console setting that takes a site out of AI Overviews, AI Mode and the generative features in Discover without changing its ordinary rankings. It concerns sites with several properties.

Owners of the top-level domain property will see a notification on the Search generative AI control page when one of their child properties overrides the parent setting.

Google Search Console Help, "Search generative AI control", October 2026

In practice this means one section of a site can be opted out of AI answers while the rest stays in, and the owner of the main property is now told when that happens.

Why rank tracking keeps getting harder

On 5 October Roger Montti of Search Engine Journal set out why Google keeps making its results harder to scrape. Cloudflare reports that "daily requests from AI agents on our network grew by more than 1,700%" over the past year. Many of those agents query search engines too. To Google they look much like a rank tracker, and AI answers cost more to serve than a list of links. Montti also names a third motive: stopping competitors from rebuilding Google's ranking from its own results.

We're getting to the point where nobody will have rank tracking anymore because of the crazy amount of AI scraping going on.

Ryan Jones, developer of SERPrecon, via Search Engine Journal, 5 October 2026

This is the same pressure behind the SISTRIX incident we noted on Monday, open since 27 August, about reduced data collection from Google. Any tool that reads Google from the outside, ours included, now has to say how much of what it shows was actually observed. That is why AI Volatility reports the number of answers behind every reading.

"Couldn't fetch" may mean "not needed"

On 6 October John Mueller and Martin Splitt explained the Search Console sitemap error that worries site owners most. A sitemap can be valid, public and listed in robots.txt, and still show "couldn't fetch". Sometimes the server is busy. Sometimes Google simply decides it does not need the file.

If our systems say, we don't actually have any need to crawl a lot from this website, we're just going to skip the sitemap file.

John Mueller, Google, via Search Engine Journal, 6 October 2026

Read next to the spam update, that is a quality signal, not a technical fault. How much Google wants to crawl a site depends on how much it values what it already found there. Splitt agreed that the message is misleading. Google has not changed it.

Also on 6 October

  • Search profiles for creators and publishers, launched in the US in June, opened in India and Canada, with Brazil next. A profile needs at least 10,000 followers on YouTube, Instagram, X or TikTok. Google says it does not affect rankings, but followers may see more of that creator in Discover.
  • Google expanded its helpful-content guidance on deceptive authorship, which Monday's digest covered: fabricated author profiles are now named as deception in the documentation site owners read.

Questions people ask

Did the court rule that Google may use publishers' content for free?

No. On 30 September Judge Amit Mehta dismissed the federal antitrust claims of Penske Media and Chegg, finding no agreement in which Google promised traffic. He declined to decide their California unjust-enrichment claims, the ones about using content without payment, so those were not ruled on.

Can Penske Media or Chegg appeal?

Yes. The opinion says a final, appealable order accompanies it. As of 7 October neither company had said publicly whether it will appeal or refile the state claims.

Is the September 2026 spam update finished?

Not officially. It began on 24 September and moved in three phases: 25–27 September, 30 September and 4–6 October. On 7 October Google's Search Status Dashboard still listed no end date.

What are ChatGPT's product labels?

A test spotted on 6 October: ChatGPT marks one recommended product as "best all-rounder" in green and others as best for a specific need in grey. The labels appear on organic product results, not on ads. OpenAI has not announced the test.

Sources

Every claim above is dated and linked. Where a number comes from a measurement rather than an announcement, whoever measured it is named.

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Author

Olexandrauthor

15+ years in marketing and SEO. Dozens of products, mostly the US market. Research and measurement.

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