The week’s biggest technology stories revolved around leadership, investor confidence and whether iconic companies can keep winning after their most recognizable executives leave. Apple Inc.
(NASDAQ:AAPL) repeatedly appeared in the conversation, offering both a historical example and a possible answer to questions surrounding Nvidia Corp. (NASDAQ:NVDA) and Jensen Huang’s departure.
Here’s a quick recap of the major tech stories that stood out over the week. Scaramucci Challenges the Nvidia Founder Theory Anthony Scaramucci, founder of SkyBridge Capital, pushed back against the idea that Nvidia cannot remain successful without Huang at the helm.
He pointed to Apple’s continued expansion after Steve Jobs’ death as evidence that companies with strong businesses can outlive their founders. The debate centers on whether Nvidia’s technology position and operating structure can keep supporting growth beyond Huang’s tenure.
Read the full article here. Apple’s Post-Jobs Playbook Offers Nvidia a Road Map When Jobs resigned as Apple CEO on Aug.
22% in after-hours trading. 7%, with Tim Cook, then COO, named CEO immediately.
Apple’s later financial performance suggested its growth engine stayed intact, giving investors a historical example to revisit following Huang’s departure from Nvidia. Read the full article here.
Apple Retakes the $5 Trillion Market-Cap Crown Apple regained a $5 trillion market capitalization and moved ahead of Nvidia, according to CNBC, after Democrats took control of both chambers of Congress. Renewed investor attention has centered on Apple’s lower reliance on large-scale AI infrastructure spending, continued demand for its bonds and an expanding AI rollout in China.
The shift strengthens Apple’s position within Big Tech as investors weigh it against Nvidia and other leaders. Read the full article here.
Kalshi Bettors Weigh Tim Cook as Nvidia’s Next CEO Prediction-market participants are betting on potential successors to Huang, with former Apple CEO Tim Cook among the names being considered. Kalshi gave Cook a 10% chance of becoming Nvidia’s CEO as of the report, though his odds had climbed as high as 91% about a day earlier before falling sharply.
The swings show how quickly expectations can shift as markets consider Nvidia’s next leadership chapter. Read the full article here.
