Three Most Valuable Companies at $13 Trillion: Buy, Sell, or Hold

NVIDIA, Apple, and Alphabet collectively exceed $13T in market cap and are positioned at the center of the ongoing AI capex boom. The piece is largely descriptive, with no explicit earnings/guidance changes or quantified catalyst beyond the implied momentum from AI investment.

Analysis

NVIDIA, Apple, and Alphabet collectively exceed $13T in market cap and are positioned at the center of the ongoing AI capex boom. The piece is largely descriptive, with no explicit earnings/guidance changes or quantified catalyst beyond the implied momentum from AI investment.