Investing.com -- Melius Research says Apple's run to a $5 trillion market value has been the "most disliked rally in history," but it believes the gains can continue. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » Analyst Ben Reitzes told clients in a note that hedge funds cite memory costs, services headwinds and a high valuation as concerns. However, the stock trades at 36 times next-12-month EPS and is up 26% year to date, outperforming Amazon, Alphabet, Meta, Tesla and Nvidia. "Apple's 2026 performance is the poster child for how the market is rewarding a capex-lite approach that is AI-model agnostic," Reitzes wrote.
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