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Wall Street analysts are incredibly positive about Apple’s Services revenue after the Google antitrust ruling, saying the company came out stronger with billions of dollars preserved and new bargaining power in AI search.

Silver apple logo on left, colorful G logo on right, both on a white background.
Apple benefits from Google’s lawsuit

Apple keeps its lucrative search payments, avoids major disruption, and gains leverage from annual renegotiations. None of the major firms cut price targets, and some argue the outcome could be financially positive.

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