By Keithen Drury, The Motley Fool
Publication Date: 2026-09-27 20:05:00
Key Points
Nvidia’s growth rate will blow Apple away over the next year.
Apple’s stock is very pricey compared to Nvidia’s.
Nvidia(NASDAQ: NVDA) is the world’s largest company by market cap and has a valuation of about $5.4 trillion. Apple(NASDAQ: AAPL) is the second-largest at just under $5 trillion. While that may not seem like much of a gap, it’s actually quite large. Mastercard (NYSE: MA) is a $500 billion company, so Apple needs to add an equivalent of a Mastercard to its business to catch up to Nvidia.
That’s a huge size difference, but the world’s largest company doesn’t always hold on to the spot for long. So, is Apple destined to retake the title as the world’s largest company and outperform Nvidia over the next few years? Let’s take a look.
Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
Nvidia has a major growth catalyst at its back
Apple’s business is relatively easy to explain: It makes consumer hardware and offers a handful of services to support that hardware, creating an ecosystem that fuels its operations. Apple’s largest business segment is the iPhone, which accounted for $54 billion of Apple’s $109 billion revenue total in its most recent quarter. Its Services division is growing into one of the larger segments of the company. Services generated…
