Yahoo Tax Treatment Key to M&A Action: Gene Munster

The transcript discusses potential buyers for Yahoo, focusing on Verizon, AT&T, and Gannett, and the strategic importance of tax treatment in M&A. It highlights Yahoo's plan to sell core assets while retaining Alibaba and Yahoo Japan, aiming for a tax-free spinout. Yahoo's financial performance shows improvement despite losses, with stock movements reflecting market anticipation. The impact of the upcoming election on Yahoo's patent sale is considered, with potential tax opportunities. The discussion shifts to Apple's market position, predicting a return to growth despite recent declines, driven by the iPhone 7 and revenue projections.

What is the significance of the upcoming election in relation to Yahoo's sale?

What are the expectations for Apple's growth in the coming quarters?