Latest News and Financial Information | Reuters.com:

"TiVo Inc. (TIVO.O: Quote, Profile, Research) shares jumped more than 17 percent on Wednesday, fueled by speculation that Apple Computer Inc. (AAPL.O: Quote, Profile, Research) might make a try to buy the digital video recorder maker, analysts said."

Other CNBC reports include MSFT acquisition of a cable company, and Disney's acquisition of EA. Makes absolute sense..