NewInvesting··9 min
Apple Is the Most Valuable Company Again, and It Spends 6% of What Alphabet Spends on AI
Apple passed Nvidia on Monday and touched $5 trillion on Tuesday, up 25% this year against Nvidia's 2.6%. The same week, China started building the lithography tools it was never supposed to have. Both events are the market re-pricing one question: is AI capex a moat or a treadmill?
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