NVIDIA Corporation (NASDAQ: NVDA) is the world's largest company by market capitalization on July 31, 2026 (ahead of Apple Inc., NASDAQ: AAPL)
Hit
✦ AI-generated prediction
Published on 26. July 2026
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Predicted for 31. July 2026
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Based on: Ongoing Event
Polymarket assigns 77% probability to NVIDIA as the world's largest company by July 31, 2026; Apple follows at 24%. NVIDIA's lead rests on sustained AI chip demand (H100/H200/Blackwell), strong forward guidance, and institutional inflows. NVIDIA's own quarterly result (Q2 FY2027) is not until August 26 — no negative earnings event before the deadline. Apple reports July 30, but overtaking NVIDIA would require a multi-percentage-point surge. Polymarket anchor: 77%.
Data basis for this prediction
- Polymarket: NVDA 77%, AAPL 24% als größtes Unternehmen per 31.07.2026 (Stand 26.07.2026)
- NVIDIA Q2 FY2027-Ergebnis erwartet 26. August 2026 – Nvidia IR / EarningsCompass
- Apple Q3 FY2026-Ergebnis 30. Juli 2026 – Apple IR
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
NVIDIA war am 31. Juli 2026 tatsächlich das wertvollste Unternehmen der Welt. Apple hatte NVIDIA zwar kurz am 27./28. Juli 2026 überholt (Apple ~4,95 Bio. USD vs. NVIDIA ~4,76 Bio. USD), doch NVIDIA erholte sich und hielt zum offiziellen Stichtag 31. Juli 2026 die Spitzenposition (Marktkapitalisierung ~5,3 Bio. USD vs. Apple ~4,6 Bio. USD). Polymarket löste den Markt mit NVIDIA bei 100% auf – kein Dispute. Quellen: Motley Fool (2026-07-31, fool.com/investing/2026/07/31/apple-just-passed-nvidia…), Polymarket-Auflösung (polymarket.com/event/largest-company-end-of-july-20260624192302727).
💻 Technology
✦ AI
PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
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CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.
💻 Technology
✦ AI
ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.