Apple vs. Nvidia: Who Can Hit $3 Trln First?

NVIDIA shares jumped nearly 7% to $1,128, another all-time high, and its market cap topped $2.8 trillion . Only about $100 billion short of surpassing Apple's $2.9 trillion market cap and quickly approaching $3 trillion. ----------------------- Which company will get to $3 trillion first, Apple or NVIDIA?

Apple in Talks with China Mobile to Roll Out Apple TV+ in China

TMTPost -- Apple Inc. is ramping up expansion for its services in China while launching rare promotions of key product line iPhone. Credit:Apple Apple held talks with China Mobile, the world’s largest wireless telephone company, last year to roll out Apple TV+ in China, The Information reported, citing people familiar with the matter. If the deal were struck, Apple TV+ would be the first U.S. streaming service to be available in China, one of the biggest markets across the globe.    The report suggested Apple would license its content to China Mobile under the proposed deal since Chinese law doesn’t allow foreign companies to operate their streaming services in China. According to the reported deal, China Mobile would offer Apple TV + for a monthly fee and feature Apple’s c
Apple in Talks with China Mobile to Roll Out Apple TV+ in China

Why We Should Bullish on Apple Amidst AI Competition

Discussing Why we should Bullish on Apple: Apple Benefits from the Contention of OthersSummary:AI and Apple: While AI advances impact tech firms, Apple remains largely unaffected, focusing on hardware with strong market demand.Upgrade Cycle: Anticipated substantial iPhone upgrades may drive users of older models to upgrade, potentially boosting Apple's revenue and net profit.Competitive Edge: Apple's user experience and service business, including content and financial services, provide a strong moat. The introduction of Vision Pro signifies ongoing innovation.Valuation and Support: With a reasonable valuation and a substantial stock buyback plan, Apple appears well-positioned in the market.Investment Perspective: The author is optimistic about Apple's long-term potential despite the stock
Why We Should Bullish on Apple Amidst AI Competition

🎁What the Tigers Say | $NVDA: To the moon, or like $TSLA two years ago?

NVIDIA's stock surged by 20% over the last three trading days due to several key factors. Firstly, the company reported robust quarterly earnings, surpassing Wall Street expectations driven by strong demand for its AI and data center products. Additionally, the company's recent stock split announcement attracted more investors, increasing liquidity and enhancing overall market optimism.How long will NVDA's surge last? What's your target price for NVDA? Will NVDA hit 1200 this time?Below are some insights from Tigers @hhjsyndrome,@Jo Ker ,@Jessemyne and @Samlunch
🎁What the Tigers Say | $NVDA: To the moon, or like $TSLA two years ago?
Apple vs. Nvidia: Race to the top! The race to a $3 trillion market cap has become one of the most closely watched contests in the financial world, with tech giants Apple and Nvidia emerging as the two main contenders. Both companies have shown remarkable growth and resilience, driven by their innovation, market dominance, and strategic investments. However, each company has unique strengths and challenges that will influence their journey to this historic milestone. Apple: A Legacy of Innovation and Market Dominance **1. Current Market Position:** Apple, the tech behemoth known for its iconic products like the iPhone, iPad, and Mac, is already a dominant player in the market. As of 2024, Apple's market capitalization hovers around $2.7 trillion, placing it tantalizingly close to the $3 t

Computex 2024| Intel joins the chip war to challenge Nvidia and AMD

Top global processor suppliers $NVIDIA Corp(NVDA)$ ,$Advanced Micro Devices(AMD)$ , and $Intel(INTC)$ are unveiling their AI chips.Nvidia, AMD, and Intel GPU battleIntel's Latest Release:Following NVIDIA and AMD's AI chip launches on June 3rd and 4th, respectively, Intel also unveiled its new AI chip on June 4th, keeping pace with its competitors.At Computex 2024, Intel CEO Pat Gelsinger announced the Intel Xeon 6 processor with efficient cores, pricing for the Gaudi 2 and Gaudi 3 AI accelerator packages, and the groundbreaking Lunar Lake client processor architecture. The Lunar Lake, set to launch in Q3 2024, will support over 80 new AI PC designs from more than
Computex 2024| Intel joins the chip war to challenge Nvidia and AMD

BIG TECH WEEKLY | Only Tesla Got Positive Exposure In Q1 13F

Big-Tech’s PerformanceThis week, despite Powell's "weak hawkish" statement, but the April CPI showed signs of a slight retreat, the market once again wild, the three major stock indexes to new highs.Despite the reemergence of meme stocks in the first half of the week, times are different now, and it's difficult to have a continuous surge without a massive short squeeze. On the contrary, the emergence of ChatGPT 4o once again brought up AI fever, just next week is NVIDIA earnings, the market focus once again returned to the big technology.By the close of trading on May 16, the best performer over the past week was $NVIDIA Corp(NVDA)$ +6.32%, followed by $Apple(AAPL)$ +2.86%,
BIG TECH WEEKLY | Only Tesla Got Positive Exposure In Q1 13F
avatarTiger V
05-31

Investment Reflection: Additional Investment in Apple Inc. (AAPL)

Overview I recently made an additional investment in Apple Inc. (AAPL) $Apple(AAPL)$  , and I am pleased to reflect on the performance and strategic rationale behind this decision. Since the investment, Apple shares have surged more than 10%, driven by several key factors that have positively influenced the stock's performance. Strong Quarterly Earnings Report The surge in Apple's share price can be largely attributed to the robust quarterly earnings report released on May 2. The report exceeded market expectations, showcasing strong financial performance and reinforcing investor confidence. Key highlights included: Revenue Growth: Apple's revenue increased significantly, underpinned by solid sales across its product lineup. Profit Mar
Investment Reflection: Additional Investment in Apple Inc. (AAPL)
avatarTiger V
05-24

Investment Reflection on Additional AAPL Stock Purchase

Over the past month, Apple Inc. $Apple(AAPL)$   stock has experienced a notable surge, rising more than 15% and approaching a new all-time high. This significant upward movement in stock price reflects strong investor confidence and positive market sentiment towards Apple. Here, I reflect on the various factors that influenced my additional investment in AAPL and the future prospects for the stock. Recent Performance and Market Sentiment The impressive 15% surge in AAPL stock over the past month can be attributed to several key factors: 1. Robust Earnings:  Apple's latest earnings report exceeded analysts' expectations, showcasing strong revenue growth across its product lines and services. The company's consistent performance
Investment Reflection on Additional AAPL Stock Purchase

Well, we are product to Apple...

According to Bloomberg, In the landmark partnership agreement between $Apple(AAPL)$ and OpenAI, Apple will not make any direct cash payments to OpenAI, but will instead provide equal or greater value to the company by promoting OpenAI's brand and technology on hundreds of millions of devices.For example, by promoting and distributing ChatGPT on hundreds of millions of Apple devices and integrating the ChatGPT AI assistant into iPhone, iPad and Mac devices.Apple sees this as equal to or more valuable to OpenAI's brand and technology exposure than a direct cash payment would be to OpenAI.Meanwhile, both sides are tight-lipped about the financial details of the partnership.Some people summarize: this way of selling resources is equivalent to treating
Well, we are product to Apple...
avatarTiger V
06-03

Apple's Strategy in China: Significant Price Cuts Drive Sales

Overview: In the Chinese market, Apple $Apple(AAPL)$  has significantly reduced the prices of its iPhone 15 series during the June "6.18" shopping festival, offering discounts up to 2,350 yuan. This move comes in response to a challenging sales environment, aiming to boost the company's performance against stiff competition from local brands like Huawei. Aggressive Discounts Amidst Sales Slump: Apple's decision to slash prices is a notable attempt to regain momentum in a market where it has seen declining shipments. On platforms like JD.com $JD.com(JD)$   and Tmall, the iPhone 15 Pro Max and iPhone 15 Pro are available at historic
Apple's Strategy in China: Significant Price Cuts Drive Sales
avatarTiger V
06-03

NVIDIA's Next-Gen GPU Announcement Sparks Market Interest

Overview: During a keynote speech at the Taiwan University Sports Arena on June 2, NVIDIA CEO Jensen Huang revealed details about the next-generation GPU platform, codenamed Rubin, following the recent launch of the Blackwell architecture. The announcement captivated the audience and has significant implications for various market segments. Semiconductors: NVIDIA's Rubin GPU Steals the Show NVIDIA's $NVIDIA Corp(NVDA)$   latest revelation of the Rubin GPU platform has created a buzz in the semiconductor market. Set to use TSMC’s $Taiwan Semiconductor Manufacturing(TSM)$   3-nanometer process, the Rubin GPU will feature 8 hig
NVIDIA's Next-Gen GPU Announcement Sparks Market Interest
avatarorsiri
05-31

Nvidia vs. Apple - The Battle for the $3 Trillion Crown

Tech Titans on the Verge Nvidia shares have rocketed to a dizzying $1,148.25, sending its market cap soaring to an eye-popping $2.824 trillion. With only about $95 billion separating Nvidia from Apple's $2.919 trillion market cap, the race to the $3 trillion milestone is neck-and-neck. Which of these tech giants will get there first? Let's dive into the action. Nvidia’s Meteoric Surge Nvidia’s ascent has been nothing short of spectacular. Dominating the AI and data centre markets, Nvidia ($NVIDIA Corp(NVDA)$) posted a jaw-dropping $60.922 billion in revenue for the twelve months ending January 31, 2024, marking a whopping 125.85% year-over-year increase. It’s not just about gaming anymore—Nvidia’s GPUs are the brains behind cutting-edge AI applic
Nvidia vs. Apple - The Battle for the $3 Trillion Crown

Apple is the hidden AI play that may surprise investors at WWDC

Apple $Apple(AAPL)$ stock is currently trading at $191.29, only 3.44% lower than its all-time high of $198.11. Apple stock has climbed 12.46% so far this month, on pace to have its best month since July 2022. The stock may continue its uptrend momentum heading into WWDC. Apple will host WWDC from June 10-14, and it is widely expected that Apple will launch practical AI functions and announce a partnership with OpenAI during the event. Approximately 1.46 billion people worldwide use iPhones. I reckon AI-enabled phones will drive a multiyear upgrade cycle, similar to the significant improvements seen with the introduction of smartphones.   Why Should You Be Optimistic About Apple Stock Heading into WWDC? 1) Historical Performance During WWDC
Apple is the hidden AI play that may surprise investors at WWDC
avatarTiger V
05-28

Apple's China Comeback: Will Apple Stock Surge?

Overview of Market Performance: The global markets have shown mixed signals recently, with tech stocks, particularly Apple $Apple(AAPL)$  , capturing significant attention due to their potential for resurgence. Notably, Apple’s iPhone sales in China have experienced a robust rebound, signaling a possible surge in the company's stock value. Rebound in China: Apple's iPhone shipments in China surged by 52% last month, driven by a series of discount campaigns initiated by its retail partners. According to data from the China Academy of Information and Communications Technology, foreign brands contributed significantly to the increase in China’s smartphone shipments, with Apple leading this segment. Despite a decli
Apple's China Comeback: Will Apple Stock Surge?
avatarMrzorro
06-06
Nvidia Market Cap Hits $3T, Sending Nasdaq, S&P to Records $NVIDIA Corp(NVDA)$  's record-breaking rally sent the company's market capital to $3.01 trillion, surpassing that of $Apple(AAPL)$  , and helping propel the S&P 500 and the Nasdaq Composite to fresh all-time highs.   Most sectors gained as signs of weakening labor market fueled hopes that the US Federal Reserve could start cutting interest rates in the next few months. Advancers totaled 8,769 stocks, while decliners reached 4,596.   The tech-heavy $NASDAQ(.IXIC)$  

Will NVDA ATM keep the market risk-on?

When $Nvidia (NVDA)$ is again a single day rose more than 6%, leading the whole market when in fact the market divergence has begun.$S&P 500 (.SPX)$ The index rebounded from the The rally from the lows was essentially flat, with the $Dow Jones (.DJI)$, a proxy for the blue chips. a> The index is down 0.55% after a new high, while the $ Nasdaq (.IXIC)$ index topped 17,000 for the first time, thanks to a third consecutive day of record highs for NVIDIA shares.From a macro-fundamental perspectiveBetter-than-expected consumer confidence data continued to raise consu
Will NVDA ATM keep the market risk-on?
I closed $Apple(AAPL)$  ,**🎬 selling apple at 191 with 20% profit Teenage Romance Apple in the eye why I sold  🌸** In the Taiwanese movie, the storyline unfolds with the innocence and sweetness of teenage love, where every glance, every touch feels like a budding apple in the orchard of affection. **🍏 Support and Resistance: The Rollercoaster Ride 🎢** Just like the twists and turns in a young romance, the stock market experiences its own fluctuations. Apple's price has seen highs at 190+ only to retreat back to the 160-180+ range, akin to the highs and lows of adolescent emotions. **📉 Why the Sudden Drop at 190? 📈** As perplexing as a sudden breakup, the reasons behind the sell-off at 190 can be multifaceted. Perhaps it's the allure
avatarTiger V
05-17

Investment Reflection on Apple Stock

My recent additional investment in Apple Inc. $Apple(AAPL)$   has proven to be well-timed and rewarding, reflecting a strategic decision based on both historical performance and promising future prospects. As of now, Apple shares are on track for their best month since March 2023, having gained nearly 12% following a robust earnings report. This report not only highlighted a return to growth but also announced the largest stock buyback in U.S. history, underscoring Apple's substantial financial strength. One of the key drivers behind this positive momentum is the growing excitement surrounding Apple's artificial intelligence (AI) plans. Despite being down by as much as 14% earlier this year, the stock is close to recovering those lo
Investment Reflection on Apple Stock
avatarMrzorro
05-30
Nvidia's Market Value Surges Closer to Apple as Musk's xAI Taps It for World's Most Powerful Supercomputer $NVIDIA Corp(NVDA)$  's shares surged 7% to a record high on Tuesday, bringing its market value to $2.8 trillion, just $100 billion shy of overtaking $Apple(AAPL)$  's $2.9 trillion valuation. This positions Nvidia close to reshuffling the rankings of Wall Street's biggest companies, with Apple currently second only to $Microsoft(MSFT)$  . Why Nvidia Is so Valuable Nvidia's stock soared as it began monetizing its processors for AI applications. GPU s

Apple vs. Nvidia: Who Can Hit $3 Trln First?

Currently, $Microsoft(MSFT)$ is valued at $3.2 trillion and $Apple(AAPL)$ at $2.9 trillion. As of the end of Tuesday's session, $NVIDIA Corp(NVDA)$ had a $2.848 trillion valuation.Is Nvidia aiming for the second or the first place?Nvidia's market value took just 9 months to go from $1 trillion to $2 trillion; it took less than 3 months to increase from $2 trillion to $2.8 trillion. The market is closely watching to see when Nvidia's stock price will break $3 trillion.If Nvidia surpasses Apple's market value, it will indicate that Nvidia's rally is unstoppable, with the potential to become the company with the highest market value. However, the current rally is dr
Apple vs. Nvidia: Who Can Hit $3 Trln First?