Nvidia and Apple both reported record-breaking quarters driven by AI, but their business models differ significantly. Nvidia profits from selling data center infrastructure and chips, showing rapid growth with 105.8% revenue increase and strong networking sales up 138%. Apple earns mainly from AI-enabled devices like iPhones, with a 22% revenue rise and steady growth in services. Nvidia offers higher growth potential for its valuation, while Apple appeals more to defensive investors seeking steady returns. Future performance hinges on Nvidia's supply and financing terms and Apple's AI rollout and memory cost management.
As of Oct 29, 2026 20:01 WIB, Nvidia trades at USD 214.60 with a slight 0.36% decline, while Apple is up 1.28% at USD 348.23 on Pluang. Despite Nvidia's stronger revenue growth, Apple shows more buying interest with 65% sell orders versus Nvidia's 36% sell activity. Notably, Nvidia's market cap stands at $5.20 trillion, slightly above Apple's $5.02 trillion on Pluang.
Rigetti Computing offers direct exposure to quantum hardware but is a high-risk investment due to its current financial losses and small revenue. It holds over $541 million in cash and is working on collaborations and potential government funding tha...
The Federal Reserve is expected to raise interest rates in December, though it held rates steady at 3.75%-4.00% recently. Despite this, equities remain resilient due to strong economic growth and robust earnings from major tech companies like Microso...
NVIDIA announced a conference call on November 17 to discuss its third-quarter fiscal 2027 financial results ending October 25, 2026. CFO Colette Kress will provide written commentary ahead of the call, which will include prepared remarks and a Q&A s...
The U.S. Department of Justice is investigating Nvidia's $12.9 billion acquisition of Hugging Face, an open-source AI platform, to assess its impact on market competition. Hugging Face is widely used by millions and offers tools for AI development an...
Anthropic's S-1 filing highlights robust demand for AI technology, strong unit economics, and adjusted profitability, reinforcing confidence in AI investments. Inflation remains a key risk, potentially impacting valuations and financing for smaller A...
