$Apple(AAPL)$ With 2.5 billion users, around $130 billion in cash, and very little capex, this is without doubt the safest and most predictable mega-cap. Their big day is coming, and with about 30% of the world owning an Apple product, it's not going to take much to drive revenues significantly higher. Nearly every other mega-cap is spending tens of billions on capex, some hitting $100 billion, but Apple has completely sidestepped that whole dynamic. It's shaping up to be a banner anniversary year.
$Microsoft(MSFT)$ Microsoft Edge has a low share in the browser market, but what's often overlooked is that Microsoft can integrate AI directly into Windows. After all the spending and hype, the key in the new AI market will be who captures the end users. I think Microsoft has a chance to secure a significant share once it really goes for it.
$Microsoft(MSFT)$ NASDAQ is up over 300 points, but MSFT is down. Management needs to show the investment community that this stock is so much more. It should be at 500+.
$Microsoft(MSFT)$ MSFT has hundreds of AI data centers, so it won't face the same issues as ServiceNow, CRM, and others. Pureplay software companies risk losses from AI solutions, but as mentioned, MSFT has hundreds of data centers, covering the full range.
$Apple(AAPL)$ An engineer CEO has a deep understanding of hardware development, having overseen key products like the iPhone, Mac, and AirPods. This ensures technical feasibility is prioritized, maintaining high standards for performance and quality. An engineer-led approach strengthens Apple’s focus on proprietary silicon (as highlighted by Srouji’s role and Termus’s role), which is critical as AI gains prominence on devices. Leaders who are engineers are better equipped to understand the “real work being done,” increasing credibility with teams, enhancing communication, and accelerating product development cycles. Engineering leadership can better navigate the complexities of integrating AI deeply into system