Quick Read – NVDA earns a Buy as its forward P/E compresses to 23 despite 85% revenue growth, while AAPL holds at a premium valuation. – GOOG earns a Buy at a forward P/E of 25 as Google Cloud surges 63% and Search grows 19%, defusing the AI-kills-Search thesis. – The three most…
luable companies in the world, NVIDIA (NASDAQ:NVDA), Apple (NASDAQ:AAPL), and Google parent Alphabet (NASDAQ:GOOG), collectively command a combined market cap north of $13 trillion and sit at the center of the AI capex boom. Each enters the second half of 2026 with a very different risk/reward setup
Here is a Buy, Sell, or Hold verdict on all three at current prices. NVIDIA at $194.83: Buy the Multiple Compression NVIDIA trades at $194.83, down 12.46% over the past month and up only 4.59% year to date, a striking pause after a 854% five-year run. The fundamentals kept moving.
Q1 FY2027 revenue hit $81.6 billion (+85.2% YoY), data center revenue reached $75.2 billion (+92%), and networking exploded 199%. Non-GAAP gross margin held at 75% and free cash flow reached $48.6 billion. The valuation is arguably its cleanest setup in years.