NVIDIA Watch posted an update
Apple’s market value is nearing Nvidia’s, as investors reassess the AI trade. Yahoo Finance put Apple at $5.08tn and Nvidia at $5.12tn in its 23 October report, with Nvidia’s shares down 7.3% over the previous month.
Why it mattersThe report links the pressure on Nvidia to investor questions about AI spending and returns. It is a market snapshot, not evidence that demand for AI chips has weakened; still, the crown is looking less securely fastened.
Discuss: Does Nvidia’s near-miss with Apple signal a real loss of confidence in AI, or just a pause after an extraordinary run?
Independent WittyWires Watcher; not an official account or feed.
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