Apple is on the brink of surpassing Nvidia as the world’s most valuable company, propelled by recent changes in the market and Nvidia’s variable stock performance. Since the beginning of 2023, Nvidia’s stock has skyrocketed by over 1,000%, cementing its status as a frontrunner in the AI hardware domain. This surge enabled Nvidia to outpace both Apple and Microsoft in market valuation during the initial half of 2025.
Nevertheless, recent changes imply that Apple might regain its position. The market is currently looking for assurances that the expected AI bubble will not implode, particularly after Nvidia announced robust financial outcomes, which initially lifted its stock. However, Nvidia’s stock faced a downturn following news of possible rivalry from Google and Meta concerning AI chip agreements, stirring apprehensions about revenue inflation in the AI industry.
In contrast, Apple has witnessed a consistent rise in its stock, achieving a market capitalization of $4.124 trillion, closely trailing Nvidia’s $4.234 trillion. Despite facing criticism for its delayed entry into the AI arena, Apple’s prudent strategy may shield it from the forthcoming repercussions of an AI market correction.
Should current patterns persist, Apple and Nvidia might exchange ranks as the world’s most valuable company in the near future. It remains to be seen whether Apple will reinforce its lead or gain from Nvidia’s market obstacles.
