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36 S&P 500 Stocks Blew Away Tim Cook's Apple With Less Fanfare

The article compares Apple’s 1,881% gain under Tim Cook (since Aug. 24, 2011) with much larger winners in the S&P 500, noting Apple has lagged 36 peers. The AI-driven rally has propelled chip and memory names — led by Nvidia and Micron — as well as Broadcom and Lam Research, leaving Apple as more of a laggard despite outperforming the S&P 500 overall. The piece highlights sector dispersion and implies investor preference for AI-exposed and other high-growth names, underscoring why Apple may be viewed as playing “catch-up” on AI and other innovations. Market impact: continued investor rotation toward AI and chip-related stocks may maintain outperformance of those names versus Apple and drive relative underperformance for Apple until its AI positioning is clarified.

Category

Apple

Sentiment

Bearish

Event

Performance comparison

Reading time

1 min