NVIDIA (about $5.26 trillion) and Apple (about $5.07 trillion) are both chasing a $6 trillion valuation through opposite strategies: NVIDIA sells AI infrastructure, while Apple brings AI to its installed base of devices. NVIDIA’s fiscal second-quarter revenue reached $96.22 billion, up 105.8%, with Data Center supplying $89.02 billion, while Apple posted a June-quarter record of $109.42 billion, up 16.4%. Apple guided to 9%-11% growth for the September quarter, while NVIDIA expects about 70% revenue growth in fiscal 2028, limited by supply. The author leans toward NVIDIA because its growth looks cheaper at a slightly lower P/E, though Apple’s stock is up 28.03% year to date against 17.13% for NVIDIA. He says his view would change if NVIDIA’s AI lab financing wobbles or China data center sales stay shut off.
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Related tickers and likely impact
AAPL
• NeutralApple Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 10/27/2026 | 347.10 |
| Change that session | +0.93% |
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.94 |
| Change that session | +0.90% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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