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💻 Technology · Next Month

NVIDIA Corporation (NASDAQ: NVDA) remains the world's most valuable listed company by market cap on July 31, 2026 (market cap > Apple and Microsoft)

Hit ✦ AI-generated prediction Published on 18. July 2026 · Predicted for 31. July 2026 · Based on: Ongoing Event
Probability
80%

NVDA closed at $202.81 on July 17, 2026 (Yahoo Finance). With ~24.4B shares outstanding, market cap is ~$4.95T — well ahead of Apple (~$3.1–3.3T) and Microsoft (~$2.93T at $394.01). Polymarket (July 18, 2026) shows 82% probability NVDA remains the most valuable company at end of July. The next NVDA earnings (Q2 FY2027: Aug 26) falls after the deadline. Sustained AI chip demand (Blackwell H200/B200) supports the valuation premium.

Data basis for this prediction
  • NVDA Kurs 17. Juli 2026: 202,81 USD → Mktcap ~4,95 Bio. USD (Yahoo Finance)
  • Polymarket 'Largest Company End of July 2026' – NVDA: 82 % (Polymarket, 18. Juli 2026)
  • MSFT Kurs 17. Juli 2026: 394,01 USD → Mktcap ~2,93 Bio. USD (Yahoo Finance)
  • Apple Mktcap-Schätzung Juli 2026: ~3,1–3,3 Bio. USD (verschiedene Quellen)

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
Die Vorhersage ist eingetreten. Am 31. Juli 2026 stieg NVDA um 2,9 % auf 200,75 USD je Aktie, was einer Marktkapitalisierung von ca. 4,86 Bio. USD entsprach – und damit Platz 1 weltweit. Apple lag bei ca. 4,51 Bio. USD (Platz 2), Microsoft darunter. Bemerkenswert: Am 27. Juli 2026 hatte Apple NVIDIA kurzzeitig als wertvollstes Unternehmen überholt (CNBC: 'Apple ends day as world's most valuable company, passing Nvidia'), doch NVIDIA erholte sich bis zum Stichtag 31. Juli wieder. Quellen: GuruFocus ('NVIDIA Reclaims Market Value Lead'), CNBC (27. Juli 2026), TradingKey ('World's Largest Companies by Market Cap July 2026').
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Applied Materials Inc. (NASDAQ: AMAT) beats Q4 FY2026 EPS consensus of $4.06 per share — earnings report November 12, 2026 after market close (confirmed by Applied Materials Investor Relations or Bloomberg by November 13, 2026, 10:00 AM ET)

Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.

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Next Week · Predicted for 12. Nov 2026
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Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

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%.

42%
Next Month · Predicted for 30. Nov 2026
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Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

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.

62%
Next Week · Predicted for 10. Nov 2026