Apple has reclaimed the number one spot in global market capitalization, surpassing Nvidia for the first time in 15 months.
On the 27th local time, Apple closed its regular trading session on the Nasdaq at $336.91, up 1.17% from the previous day.
With this increase, Apple's market capitalization rose to $4.948 trillion, approximately 7,260 trillion won in Korean currency, successfully recapturing the top market cap title.
In contrast, Nvidia, which had maintained the top position since June of last year, saw its stock drop by about 5% to close at $196.51 on the same day, sliding to a market capitalization of $4.756. trillion.
Experts attribute Apple's surge to its strategy of minimizing investment burdens, unlike competitors pouring massive funds into AI semiconductors and data centers, which has earned the company a re-evaluation from the market.
Analysts noted that the strategy of leveraging external AI models and the existing device ecosystem rather than building in-house infrastructure proved effective.
While major tech competitors have faced market adjustments due to excessive investments in AI—such as foreign media reports yesterday discussing Nvidia's consideration of providing up to $250. billion in guarantees to lease OpenAI's massive data center—Apple's stock has surged by more than 19% this month alone.
Previously, in April of last year, Apple lost the number one spot to Microsoft (MS) amid concerns over the direct impact of reciprocal tariffs warned by U.S. President Donald Trump and criticisms regarding its slow adoption of AI. Now, it has retaken the top position after 15 months.
Wall Street suggests that Apple is establishing itself as a new defensive stock in the AI era.
Daniel Newman, CEO of prominent U.S. consulting firm Futurum Group, explained, "People view AI-related stocks as volatile and think of Apple almost like holding an index," adding that "Apple is regarded as a sort of safe-haven asset."
Reported by Kim Jiuk | Video by Jang Yujin | Design by Lee Jeongju | Produced by SBS Digital News
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