Apple and Nvidia are the only two companies to have reached a $5 trillion market cap. The article argues Nvidia offers more upside than Apple but carries more risk. Nvidia's revenue is projected at nearly $412 billion in fiscal 2027, up from nearly $27 billion in fiscal 2023, and the company forecasts another 70% growth next year, driven by demand for AI infrastructure. It trades at 13.5 times forward earnings on fiscal 2028 estimates, versus 36 times for Apple's fiscal 2027, while Apple's EPS is projected to rise from $6.11 to $8.83, a 45% increase on 21% revenue growth. The author warns that a major slowdown in AI infrastructure spending would hit Nvidia hardest.
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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 | $5.0T |
| Close on 10/16/2026 | 343.47 |
| Change that session | +0.43% |
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/16/2026 | 214.14 |
| Change that session | -1.42% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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