
Apple vs. Salesforce: The Better Stock May Not Be the One You Expect
Apple just posted a record quarter and Salesforce blew past earnings expectations, but the headline numbers on both stocks hide something the market may be mispricing.
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Apple just posted a record quarter and Salesforce blew past earnings expectations, but the headline numbers on both stocks hide something the market may be mispricing.

On his last day as Apple CEO, Tim Cook offered a rousing endorsement of his successor: John Ternus, the company's senior vice president of hardware engineering. In a memo to employees, Cook reminded staff that he's “not leaving Apple,” just stepping away from the role of CEO, while declaring that “few people understand what it takes to build products that change the world the way John does.

$5.3 Billion Saudi Region Commitment Amazon (NASDAQ:AMZN | AMZN Price Prediction) disclosed that its first AWS Cloud Infrastructure Region in the Kingdom of Saudi Arabia represents more than $5.3 billion (19.88 billion Saudi riyal) in planned cloud infrastructure investment.

Wall Street keeps punishing Amazon every time AI capex headlines hit, and one investor keeps buying the dip. The reason has nothing to do with quarterly earnings and everything to do with a number most analysts are not talking about.

An expanded partnership with MediaTek shows that Nvidia is interested in making its AI ecosystem compatible with the world of custom chips, a portfolio manager says.

Nvidia NVDA shares rose nearly 1% on Monday after the chipmaker announced a $3.5 billion investment in Taiwan-based MediaTek, deepening a partnership focused on artificial intelligence (AI) infrastructure and data-center technology. Nvidia will purchase bonds convertible into MediaTek shares, according to a joint statement from the companies.

NVIDIA just posted the largest single quarter in semiconductor history, yet shares trade nearly 50% below where one price target says they belong. The math behind that gap reveals something Wall Street's consensus may be missing.

AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly crossed thresholds that Wall Street has not fully priced in yet. Here is what the numbers actually signal about where shares go next.

AI infrastructure is expanding beyond the giant GPU clusters that have defined the boom.

Nvidia stock is attractive to growth-focused investors again and Cathie Wood is leading the charge.

To help the company reach new heights, John Ternus must take it beyond the supply chain mastery of Tim Cook, who built it into a $5 trillion colossus.

Nvidia is guiding for 70% revenue growth next fiscal year. This puts it on the doorstep of generating $1 trillion in annual sales.

NVIDIA is positioned for strong long-term growth, driven by advanced AI and data center solutions, notably the Vera Rubin architecture. NVDA's Vera Rubin platform is expected to achieve the fastest product ramp in company history, with broad adoption by hyperscalers and system OEMs. NVDA trades at a low PEG ratio of 0.50, reflecting an undervaluation due to its robust 3–5-year annual EPS growth estimate of 49%.

Meta stock trades about 27% below its record closing price of $790.00, set on Aug. 12, 2025. Second-quarter revenue rose 28% year over year to $60.8 billion.

John Ternus takes over as Apple's chief executive on Tuesday, inheriting a company that towers over the smartphone market but trails its rivals in artificial intelligence.