Apple Predicted to Surpass Nvidia's $5 Trillion Market Cap on China iPhone Gains and AI Approval

Industry
โดย The Motley Fool·Read original
Summary · why it matters

Apple is predicted to soon overtake Nvidia's $5 trillion market cap and reclaim the title of world's most valuable company, driven by surging iPhone sales in China and the recent approval of Apple Intelligence there. iPhone sales in China grew 24% year over year, the highest growth rate among all vendors, as rising memory and component costs forced Android rivals to raise prices while Apple held the line. Chinese regulators this week approved Apple Intelligence for deployment on iPhones after a two-year licensing process, with Alibaba and Baidu as local partners, which could attract more users to the platform. Apple has gained 20% so far in 2026, doubling the S&P 500's 10% rise, while Nvidia faces lingering investor concerns over any potential slowdown in AI adoption.

Impact on stocks 5

Artificial Intelligence± Mixed · 5 stocks
Apple Inc.
AAPL
▲ PositiveDemandrelevance

iPhone sales in China grew 24% YoY, the highest among vendors, and Apple Intelligence was approved in China, boosting demand.

NVIDIA Corporation
NVDA
▼ NegativeCompetitionrelevance

Apple is predicted to surpass Nvidia's market cap, and Nvidia faces concerns over AI adoption slowdown.

Baidu Inc
9888
▲ PositiveDemandrelevance

Baidu is a local partner for Apple Intelligence in China, potentially benefiting from the partnership.

Alibaba Group Holding Ltd
9988
▲ PositiveDemandrelevance

Alibaba is a local partner for Apple Intelligence in China, potentially benefiting from the partnership.

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