Apple vs. Nvidia: Which Is the Better Megacap Stock to Buy?

Yahoo Finance · 2026-07-22

On July 17, Apple ( AAPL +0.33% ) overtook Nvidia ( NVDA +2.10% ) to reclaim the title of the largest company in the world. However, after Apple's strong run, Nvidia may once again be the better stock to buy. Let's take a closer look at each stock to decide. Apple has had a strong year, with its stock up more than 22%. The outperformance comes despite the company dealing with higher input costs from components like memory. However, in response, it has significantly raised prices for both hardware and some of its services that include cloud storage. While the higher device prices could help lift revenue, there is a risk that it could also impact upgrade cycles. According to a poll by 9to5Mac, more than 90% of those surveyed said the higher prices would impact their buying habits, with nearly 40% saying they'd upgrade less often. That does add a potential risk at a time when the stock is sitting near all-time highs.

AI 시장 분석

On July 17, Apple surpassed Nvidia to reclaim the title of the world's largest company. Apple's stock has risen over 22% this year, but hardware and service price hikes to counter rising component costs have raised concerns about a slowing upgrade cycle. According to a 9to5Mac survey, over 90% of respondents stated that price increases affect their purchasing habits. Therefore, trading near all-time highs, Apple faces short-term demand risks.

상승 영향

Big Tech — Apple demonstrated strong pricing power by raising hardware and service prices despite rising component costs.

하락 영향

Smartphones — Over 90% of consumers in a survey reported that price hikes affect their buying habits, fueling concerns over a slowing replacement cycle.

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