Apple Approaches $4 Trillion Market Valuation

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Apple is rapidly closing in on a $4 trillion market valuation, driven by a significant 16% surge in its stock since early November, which has added around $500 billion to its market capitalization. This rally has helped Apple outpace competitors like Nvidia and Microsoft in the race to this historic milestone. Investor enthusiasm is largely fueled by expectations that Apple's artificial intelligence (AI) advancements will reinvigorate iPhone sales.

Analysts believe AI-driven features, such as the integration of OpenAI's ChatGPT into Apple devices, will trigger a "supercycle" of iPhone upgrades. Tom Forte of Maxim Group highlighted that this boost in stock price reflects the market's confidence that AI will play a key role in reviving iPhone sales. At around $3.85 trillion, Apple’s valuation exceeds the combined worth of Germany and Switzerland’s stock markets.

Although Apple has faced criticism in recent years for being slow to embrace AI compared to rivals like Microsoft, Alphabet, and Meta, the company has recently made strides in this area. Shares of Nvidia, a major AI beneficiary, have surged by over 800% in the past two years, while Apple's stock has nearly doubled.

Looking ahead, Apple’s revenue forecast for its fiscal first quarter remains modest, with expectations for low-to-mid single-digit growth. However, analysts predict a rebound in iPhone sales by 2025, driven by the expansion of Apple’s AI features and broader geographic availability. As a result, Morgan Stanley sees Apple as a top pick for the coming year.

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