Costco Sales Surge | Google Passes Apple | Defense Boom | NVDA China | JPM–Apple Deal

Markets are heating up across consumer, tech, defense, and financials. In this episode, we break down Costco’s strong sales momentum, a major shake-up at the top of the market-cap leaderboard as Google overtakes Apple, rising global defense spending, new developments for Nvidia in China, and JPMorgan winning Apple’s massive credit card business.

🛒 Costco Sales Continue to Climb

• Strong same-store sales and membership growth

• Resilient consumer spending despite inflation concerns

• Why Costco remains a defensive long-term compounder

🔎 Google Overtakes Apple in Market Cap

• Alphabet’s AI-driven momentum

• Cloud, search, and advertising strength

• What this means for mega-cap tech leadership

🛡️ Defense Spending Surges Toward $1.5 Trillion

• Global geopolitical tensions driving budgets higher

• Key defense contractors positioned to benefit

• Long-term implications for defense and aerospace stocks

🇨🇳 China Set to Approve Nvidia H200 Chips

• Potential easing of restrictions and revenue upside

• Why Nvidia remains the backbone of AI infrastructure

• Risks and rewards of China exposure

💳 JPMorgan Wins Apple Credit Card Business

• Why Apple moved on from Goldman Sachs

• Strategic win for JPMorgan

• What this means for Apple’s financial services ambitions

• Consumer strength remains intact in key areas

• AI continues reshaping tech leadership

• Defense spending is becoming a multi-year investment theme

• Financial institutions are consolidating power in fintech partnerships

Episode Overview🔍 Topics Covered📊 Big Picture Takeaways

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