Apple (NASDAQ:AAPL) is on track to make history as the first company to reach a market cap of $4 trillion by 2025, with NVIDIA (NASDAQ:NVDA) close behind. Wedbush analyst Dan Ives cites Apple’s huge iOS ecosystem of more than 2 billion devices and fast-growing $2 trillion services division as core strengths. However, the upcoming AI-powered iPhone upgrade cycle is expected to take Apple to new heights with iPhone sales reaching an unprecedented 240 million units in 2025. China alone could see 100 million upgrades, confirming Apple’s position to seize global demand and dominate the AI-driven consumer market.
Apple’s upcoming iOS 18.2 update is more than just software. That’s what Wedbush says is the beginning. A multi-year AI journey. This next-generation OS, coupled with a new chip architecture, solidifies Apple’s lead and is poised to engage consumers with features that sync directly to an AI-driven future. Investors need to watch Apple isn’t just embracing AI. It’s paving the way. Wedbush maintains an Outperform rating with a $300 price target, demonstrating confidence in Apple’s long-term strategy.
NVIDIA, on the other hand, is on track for the same milestone by 2025 with a meteoric rise as demand for its chips soars. NVIDIA’s market capitalization has already doubled in less than a year as GPUs power the AI revolution. As these tech giants drive AI innovation, they present a huge opportunity for investors hoping for the next era of technology dominance. The race to $4 trillion is more than just a numbers game. It is the beginning of a completely new landscape in the technology market.
This article first appeared on GuruFocus.
