Elon is Tesla. Tesla is Elon. He is going to get that 1 trillion deal but it won't be smooth sailing ahead. My guess he will continue to make controversial statements on X to maintain hype on his next few moves, which should be to divest SpaceX or xAI from Tesla as well as some epic news on MacroHard.
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Nvidia will continue to be in the headlines as it dominates the AI narrative of America and the world, especially with their latest move of investing in a past rival, Intel, to transform it into a partner. For me, I always support the underdog, and in this scenario of this or that, I choose Apple. Tim Cook really understood what customers want, and the latest iPhones have exceeded expectations. Sufficient mentions on Apple Intelligence during the keynote and maximum engagement on product design and centre stage front camera. At the end of the day, there are still only two major operating systems for mobile phones, and with Apple controlling both hardware and software, my bet is still on them.