Apple Tops Nvidia as World’s Largest Company Amid Tech Rotation
THE SO WHAT
The market is quietly re-rating from pure AI upside back toward diversified cash engines—Apple reclaiming the top slot from Nvidia is a signal that investors want AI exposure wrapped in durable consumer and services franchises. If you’re selling into this cycle, expect more scrutiny on recurring revenue, ecosystem lock-in, and balance-sheet resilience, not just model or chip stories.
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