SHIFTING TIDES ❓ APPLE’S CONSUMER APPEAL OUTSHINES NVIDIA

Six weeks ago, Apple announced its cooperation with OpenAI and announcing various AI enhancements.

The market noticed.

NVIDIA briefly was the world’s most valuable company.

Now, voilà, Apple is worth 15% more.

Has the market shifted from NVIDIA’s “picks and shovels” story to Apple’s consumer marketing appeal?

Thoughts ❓