$AAPL looks to acquire AI chip companies for running AI (Source: The Information) Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend. But what if Apple joined the others after M&A? A possible scenario is that they revise capex largely upward for their own AI buildout. Since th
@aleabitoreddit·Jul 15, 2026·2 sources·positive
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Apple's potential acquisition of AI chip companies could lead to increased AI capex, which is bullish for the sector.
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$AAPL looks to acquire AI chip companies for running AI (Source: The Information) Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend. But what if Apple joined the others after M&A? A possible scenario is that they revise capex largely upward for their own AI buildout. Since th
@aleabitoreddit
Jul 15, 2026
JUST IN: Apple's, $AAPL, in-house M2 Ultra chips have fallen short for advanced AI workloads, forcing the company to rely on Nvidia, according to The Information.
@unusual_whales
Jul 15, 2026
