Analyst says Apple might be considering such a deal. A source tells CNET the companies have been talking on and off for the past two years about a foundry relationship.
And a quarter of those polled by RBC would be willing to pay a $100 premium for an iPhone with a 5.5-inch display.
Instagram has no current plans to sell ads, but that isn't stopping analysts from salivating over the potential of video ads running on the platform and in News Feed.
RBC Capital Markets and Deutsche Bank speculate on the iPad Mini Retina, and one analyst expounds on the significance of 64-bit computing for large corporate accounts.
Some see potential benefit for Apple's iTunes Radio offering, while others said it was a defensive move at a time when Apple should be looking for offensive assets.
Israel-based company, which provides a cloud-based tool that lets individuals and businesses build sites, says it has achieved sequential subscriber growth in the past 14 consecutive quarters.
The companies have reportedly been in discussions for the past year, but so far, haven't come to an agreement.
Brian Krzanich says the company will do things it's never done before -- like getting chips from outside the company and putting more emphasis on 3G and LTE processors.
Hewlett-Packard's Windows 8 product launches have been nothing to write home about, according to an analyst at RBC Capital Markets.
The professional network, now with 300 million members, gives Wall Street almost everything it wants this quarter. Next quarter is a different story.