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Podcast episode · July 18, 2026

Apple Briefly Overtakes Nvidia Amid AI Market Volatility

Apple's market value briefly surpassed Nvidia's, reaching $4.88 trillion, amid an AI reshuffle and investor reassessment. Nvidia quickly regained its position, highlighting market volatility and concerns over AI demand and valuations. This episode covers Meta's potential $10 billion deal with Anthropic to lease AI compute capacity, the emergence of CrashStealer malware targeting macOS systems, and ASML's stock award initiative to retain employees. We also report on Apple's interoperability plans for Meta hardware, AI models' political critique refusal rates, San Francisco's action against deepfake apps, and Databricks' strategic funding to boost its multi-AI products.

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