AI에 덜 쓴 애플이 웃었다…엔비디아 끌어내리고 시총 1위 탈환

Recent concerns surrounding AI infrastructure investments caused major U.S. stock indices to plummet. Apple, which had withdrawn from the AI investment race, reclaimed the top spot in the world by overtaking Nvidia. On March 30, the Dow Jones Industrial Average declined by 1.09%, the S&P 500 Index by 1.82%, and the Nasdaq Composite Index fell by 2.86%, closing at 25,437.00.

The Nasdaq 100 Index experienced the steepest decline with a loss of 3.46%. Following Alphabet's disappointing results and Outlook, Amazon and Intel joined Apple in delivering market expectations that fell short. The semiconductor sector suffered heavily. Intel suffered its worst day in 1970s, with a 28.58% drop, erasing $140 billion in market value.

Major individual stocks, including Nvidia, AMD, and SK Hynix, suffered significant declines. Following a hacking incident at the world's largest cryptocurrency exchange, Binance, crypto-related stocks like Coinbase and Robinhood dropped as well. As a result, the global market capitalization rankings were altered. Apple, down 1.2%, pushed Nvidia down to the second spot with a market capitalization of $5.3 trillion, reclaiming its position from Nvidia, which had fallen to $4.93 trillion.

Apple's share was the highest ranking stock since late July, marking a full year. While Nvidia only increased by about 10% over the same period, Apple's increase was 27%.