In our view, launch of personalized Siri to enable services to maintain conversational context on the AI Companions will play a major role in determining the likelihood of success for Apple in relation to planned AI Companions. — Analyst Amit Daryanani

Read More Evercore: Apple's 'AI Companions' are waiting in the wings

"PayPal’s market capitalization, which once topped $350 billion in mid-2021, has contracted dramatically, making it a far more digestible acquisition target for a company with Apple’s financial resources."

Read More Will Apple buy PayPal?