Apple (NASDAQ:AAPL) is set to make history as the first company to hit a $4 trillion market cap by 2025, and NVIDIA (NASDAQ:NVDA) is right on its heels. Wedbush analyst Dan Ives points to Apple’s immense iOS ecosystem of over 2 billion devices and a booming $2 trillion services sector as core strengths. But it’s the upcoming AI-powered iPhone upgrade cycle that’s expected to drive iPhone sales to an unprecedented 240 million units in 2025, launching Apple to new heights. China alone could see 100 million upgrades, underscoring Apple’s command of global demand and positioning it to dominate the AI-driven consumer market.
Apple’s upcoming iOS 18.2 update is more than just software; it’s the start of what Wedbush calls a multi-year AI journey. This next-gen OS, coupled with new chip architecture, is poised to solidify Apple’s edge, pulling in consumers with features that sync directly into an AI-driven future. Investors should keep a close watchApple isn’t just embracing AI; it’s paving the way for it. Wedbush maintains its outperform rating on the stock with a $300 target, signaling confidence in Apple’s long-term game plan.
Meanwhile, NVIDIA’s meteoric rise places it on track for the same milestone by 2025, as demand for its chips surges. NVIDIA’s market cap has already doubled in under a year, with its GPUs fueling the AI revolution. As these tech titans push AI innovation forward, they’re setting up massive opportunities for investors who want in on the next era of tech dominance. The race to $4 trillion is more than a numbers game; it’s the start of a whole new landscape in the tech market.
This article first appeared on GuruFocus.
Add Comment