Mark Sherlock, Head of US equities at Federated Hermes, is grouped with large-cap peers, including Nvidia and Apple Inc.

The entities involved

• Nvidia →

  American multinational technology company

  • Nvidia acquired synthetic-data startup Gretel, and Walmart became the first major retailer of the new business.20:00
  • CoreWeave's growth is being compared favorably to Apple's mature profile amid a debate over who will capture AI buildout economics.19:53
• Apple Inc. →

  American multinational technology company based in Cupertino, California

  • Apple released the M4 Mac Mini and raised prices due to chip shortages, while noting the superior performance of the M6 chip.20:02
  • Apple is avoiding massive AI infrastructure spending while CoreWeave faces debt concerns that trigger AI stock selling.19:53
• Federated Hermes →

  American financial services company

  • Aaron Kaplan described a partnership involving Federated Hermes as an industry blueprint on October 17, 2026.Sat 18:31

Related events

• Market capitalization status has shifted between Nvidia and Microsoft on October 15, 2026.Oct 15
• On July 11, 2025, market shifts showed Nvidia gaining ground on Apple and Microsoft, while facing competitive threats from Intel, DeepSeek, and market dynamics.Jun 8
• Nvidia aims to surpass the market leader in the AI infrastructure market.Aug 6
• Firmus Technologies is purchasing Nvidia infrastructure to provide cloud services located in Batam.Jun 28
• Vanguard fund holds significant shares of both Nvidia and Apple Inc.Jun 16