Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, we saw some more weakness yesterday, but it does line up with at least the uh pattern that you've talked about for the last week and others have talked about this as well for the last week of September most of September though has been good and it looks like we'll even if we finish with weakness that it's will be a better month than expected. What's your take on some of the action as we finish out ...

Group 1: Apple Overview - Apple is the largest company in the world with a market cap of $3.1 trillion, driven by strong demand for consumer electronics like iPhones, MacBooks, and iPads [1] - iPhone sales have stagnated, with revenue flat year over year in Q1 fiscal 2025, accounting for 55% of Apple's total revenue, leading to only a 4% increase in overall revenue [2] - The company's reliance on its high-margin services business has resulted in a 10% increase in earnings year over year, with analysts expecting only a 7% growth in earnings for the current year due to external uncertainties [3] Group 2: Nvidia Growth Potential - Nvidia is the third-largest company globally with a market cap of $2.7 trillion, benefiting from strong demand for its GPUs in AI data centers [5] - Analysts predict Nvidia's earnings will grow by 48% this fiscal year, with a median price target of $160 indicating potential gains of 47%, compared to Apple's expected 17% gain [6] - Nvidia's data center revenue nearly doubled year over year to $35.6 billion, with $11 billion in sales from its latest Blackwell AI GPUs, highlighting significant growth potential [7] Group 3: Future Opportunities for Nvidia - The Stargate Project, with a $500 billion investment led by OpenAI and SoftBank, is expected to drive robust demand for Nvidia's GPUs, with $100 billion allocated for AI infrastructure this year [8] - The first Stargate site is projected to use 400,000 Nvidia chips, potentially generating $14 billion in revenue, with plans for a total of 10 sites in the U.S. [9] - Heavy investments in AI infrastructure by major tech companies and growth in automotive revenue present additional opportunities for Nvidia [10] Group 4: Valuation Comparison - Nvidia's forward earnings multiple is 24.8, which is cheaper than Apple's 28.7, making Nvidia an attractive buy [12] - The combination of faster growth, better valuation, and a healthy AI chip market compared to the declining smartphone market positions Nvidia to potentially surpass Apple in market cap [13]