By Geoffrey Seiler, The Motley Fool
Publication Date: 2026-10-18 20:20:00
Only two companies in the world have ever reached a $5 trillion market cap: Apple (NASDAQ: AAPL) and Nvidia (NASDAQ: NVDA). To reach those heights, both are obviously great companies, but which stock looks like the better long-term buy?
In my view, Nvidia has more upside, but it also carries more risk than owning Apple. Let’s dig into the two tech stocks.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia
Nvidia has shown some of the best growth among megacap tech companies over the past five years. In its fiscal year 2023 (ending January), it recorded nearly $27 billion in revenue, while this year (fiscal 2027), analysts project it will generate nearly $412 billion in revenue. That’s an astonishing 15-fold increase over five years off a high base. Incredibly, the company has forecast that it will grow its revenue by another 70% next fiscal year.
Nvidia’s growth is coming from the insatiable demand for compute power associated with the artificial intelligence (AI) infrastructure build-out. Its graphics processing units (GPUs) are the main chips used to run AI workloads, and it has created a wide moat for AI model training through its CUDA software platform, where most original AI code was…
