36 S&P 500 Stocks Blew Away Tim Cook's Apple With Less Fanfare

The article compares Apple’s 1,881% gain under Tim Cook (since Aug. 24, 2011) with much larger winners in the S&P 500, noting Apple has lagged 36 peers. The AI-driven rally has propelled chip and memory names — led by Nvidia and Micron — as well as Broadcom and Lam Research, leaving Apple as more of a laggard despite outperforming the S&P 500 overall. The piece highlights sector dispersion and implies investor preference for AI-exposed and other high-growth names, underscoring why Apple may be viewed as playing “catch-up” on AI and other innovations. Market impact: continued investor rotation toward AI and chip-related stocks may maintain outperformance of those names versus Apple and drive relative underperformance for Apple until its AI positioning is clarified.