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Benzinga
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Apple Hunts Big AI Deals — But Time Warner, Nokia Still Haunt The M&A Playbook

1. Apple is urged to invest heavily in AI but should proceed cautiously. 2. History shows mega-deals often lead to significant losses for corporations. 3. Past acquisitions by Apple were smaller, successful, strategic endeavors. 4. Tim Cook's restrained approach has maintained Apple's margins and strategic options. 5. Potential AI acquisitions are being discussed, such as Mistral or Perplexity.

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FAQ

Why Neutral?

While there's potential upside in AI, historical precedents warn against mega-deals. Apple's past cautious approach in acquisitions has protected its stock value.

How important is it?

The discussion of AI acquisitions reflects Apple's strategic positioning, although caution is advised.

Why Long Term?

The implications of strategic AI investments may unfold over years rather than months, shaping Apple's innovation trajectory and market position.

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