This is a great news for Apple and OpenAi, and Microsoft. I look forward for how AI gonna work in Siri and iOS as a whole. Apple is known to give aethestic features that users have found useful and many other companies' phones usually follow suit. OpenAi will be made more popular with being in Apple users' phones. This increases their exposure and good for the company. Likewise, Microsoft will profit from here as well. Not only their investments will doubled, tripled in the future, they maybe able to gain benefit of the knowledge how Apple gonna use it for and apply similarly to Bing Copilot, or they may gain upper hand and use directly the new API that are to be provided to Apple. Just my two cents.
I agree the best option for me to look at sector ETFs as the bill will help a lot of infrastructure stocks but unknowing which is the best to look into. Hehe. Just my view.