Apple overtakes Nvidia to become the world's most valuable publicly traded company, two years after it lost the crown, closing at a $4.9T market cap on Monday
THE SO WHAT
The market is rebalancing from pure AI-infra exuberance back toward platforms with durable cash flows and distribution. For operators, that means AI narratives without clear monetization will get less credit—tie your AI bets to existing revenue engines, not just capability demos.
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