The potential partnership with Paramount could be seen as a positive development for Apple, as it may enhance the value proposition of its streaming service, Apple TV+, by adding more content. This could attract new subscribers and retain existing ones, which is likely to be viewed favorably by investors. However, since the talks are in early stages, the impact is not immediate and the outcome remains uncertain.

For Paramount, a bundling arrangement with Apple could offer a significant opportunity to expand its streaming service's reach and subscriber base by leveraging Apple's extensive user ecosystem. This could be perceived as a strategic move to compete more effectively in the crowded streaming market. However, the impact is speculative at this stage due to the early nature of the discussions.