Apple briefly hits $5 trillion（約800兆円） market value, second company ever

Apple briefly crossed a $5 trillion（約800兆円） market valuation on Tuesday, becoming only the second publicly traded company to reach that milestone. This achievement came less than a year after the iPhone maker surpassed $4 trillion（約640兆円） in October 2025. The milestone reflects sustained investor confidence, with shares up roughly 24% in the current year and nearly 60% over the past 12 months, supported by resilient iPhone demand despite the company's slower progress in generative AI relative to competitors.

Apple's delayed entry into generative AI features has been a significant question mark for the stock. The company delayed several flagship Apple Intelligence features, including an upgraded Siri, before later partnering with Google's Gemini models to strengthen its voice assistant. The revamped Siri is expected to enter beta later this year alongside the iPhone 18 lineup and Apple's first foldable iPhone, signaling that the company plans to combine its own hardware innovations with third-party AI models to compete in the AI-driven smartphone market.

The valuation milestone also arrives at a pivotal moment for Apple's leadership. Tim Cook is set to hand the CEO role to John Ternus on September 1, marking a significant organizational transition as the company moves forward with its delayed product roadmap and ongoing competition in artificial intelligence.

Apple's $5 trillion（約800兆円） milestone reflects the market's continued confidence in the company's core iPhone business and brand resilience, even as the artificial intelligence landscape shifts. The company's delayed entry into generative AI features—particularly the upgraded Siri—has been a lingering concern for investors, yet iPhone demand remains strong enough to drive shares up roughly 24% this year and nearly 60% over the past 12 months. The body notes that Apple later partnered with Google's Gemini models to strengthen its voice assistant, suggesting a strategic pivot to leverage existing AI capabilities rather than building them in-house.

The valuation milestone also marks a significant moment of organizational transition. Tim Cook's succession by John Ternus as CEO on September 1 occurs just as Apple prepares to release several long-delayed generative AI features, including the revamped Siri, alongside new hardware like the iPhone 18 lineup and the company's first foldable iPhone. This confluence of events—both the product roadmap and leadership change—suggests the market is pricing in Apple's ability to compete in AI-driven consumer experiences, even if the company has chosen to integrate third-party models rather than develop its own.

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