Apple Investors Shift to Nvidia, $15 Billion Net Purchase Since July 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Source: Benzinga
- Investor Preference Shift: Apple Inc. (AAPL) has seen a significant decline in retail investor interest, leading to a $15 billion net purchase of Nvidia (NVDA) stock since July 2025, indicating a shift in investor preferences among tech giants.
- Oscar Nomination Performance: Netflix (NFLX) received 16 nominations at the 98th Academy Awards, while Apple also secured a Best Picture nomination, although Warner Bros. Discovery's film 'Sinners' has become the center of attention with a new record.
- AI Wearable Competition: Apple is reportedly developing an AI-powered wearable device, potentially setting the stage for a global competition against China's AI wearables, marking the beginning of a platform war in technology.
- Semiconductor Customer Status Change: The surge in AI demand has led Nvidia to surpass Apple as the largest customer of Taiwan Semiconductor Manufacturing Co. (TSM), reflecting a significant shift in the global semiconductor supply chain.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AAPL is 299.69 USD with a low forecast of 230.00 USD and a high forecast of 350.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
32 Analyst Rating
19 Buy
11 Hold
2 Sell
Moderate Buy
Current: 256.440
Low
230.00
Averages
299.69
High
350.00
Current: 256.440
Low
230.00
Averages
299.69
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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