A recent Wall Street Journal article suggests that Apple (NASDAQ:AAPL) and Yahoo! (NASDAQ: YHOO) are in talks to integrate Yahoo! content and services to a greater degree. Right now, the search company provides data on stocks and weather, along with answering some requests from Siri. New CEO Marissa Mayer has made progress focusing on Yahoo!'s mobile strategy, and scoring a deeper partnership with Apple would be a big win. Meanwhile, Apple continues to reduce Google's (NASDAQ:GOOGL) integrated presence in iOS, most notably with Maps, although Google's services are still available as third-party apps.

In the video below, Fool contributor Evan Niu, CFA, explains what a possible partnership would mean for investors.