CNBC Fast July 4, 2024
Google and apple in talks to use the ai engine in the iphone. Thats showing signs of life in the ai trade. Joe . This potentially reeignites the mag 7. Fundamentally this is interesting, and i am not sure who will be paying who in this scenario. Obviously we know they pay apple in terms of search. This is also a little bit puzzling to me for apple. Is this an admission maybe they could not bring forth their own ai or gemini ai fast enough, and then the regulatory risks for this as well. Clearly this is a significant positive for alphabet. I think its something that probably has been circulatin...