I think this part is the key. They have $billions sitting in Ireland and elsewhere that they can't invest in US-based operations. If they could bring that back

I think this part is the key. They have $billions sitting in Ireland and elsewhere that they can't invest in US-based operations. If they could bring that back in under some sort of deal, that could mean massive investments, acquisitions, R&D, dividends, and a variety of other things I'm not qualified to guess.