AAPL vs TSLA: AI Stock Comparison

Apple Inc. vs Tesla, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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Tie: both score 2/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$AAPL
Apple Inc.
iPhone maker adding Apple Intelligence features.
$TSLA
Tesla, Inc.
EV and energy-storage maker betting on autonomy and robots.
AI exposure score⚡⚡⚡⚡⚡ 2/5⚡⚡⚡⚡⚡ 2/5
Shares outstanding14.53B
as of 2026-10-23 · 10-K cover page · SEC filing
3.95B
as of 2026-10-15 · 10-Q cover page · SEC filing
CategoryHyperscalers & platformsHyperscalers & platforms
Key metrics
Revenue (latest fiscal year) $478.83B
10-K period ended 2026-09-26; +15% y/y · SEC filing
Gross margin 48.8%
Gross profit / revenue, same fiscal year · SEC filing
Operating income $158.06B
Same fiscal year; 33% operating margin · SEC filing
Revenue (latest quarter) $28.05B
10-Q period ended 2026-09-30; -0% y/y · SEC filing
Gross margin 19.6%
Gross profit / revenue, same quarter · SEC filing
Operating income $718.0M
Same quarter; 3% operating margin · SEC filing
Next earningsNot yet announced / not on our calendarNot yet announced / not on our calendar
Next catalystNot yet announced / not on our calendarNot yet announced / not on our calendar
Upcoming catalystsNone trackedNone tracked
Most recent reported
Nov 2, 2026
Apple Inc. reports quarterly results · source
Apple Intelligence rollout and on-device AI commentary. Revenue (fiscal year): $478.83B (+15% y/y), per 10-K.
Oct 21, 2026
Tesla, Inc. reports quarterly results · source
Autonomy/robotaxi and AI-compute commentary moves an AI-adjacent mega-cap. Revenue: $28.05B (-0% y/y), per 10-Q.
Key risks
  • “Issues related to artificial intelligence may result in reputational, competitive and financial harm to the Company, regulatory action, legal liability, and other adverse effects to the…” — 10-K risk factor (filed 2026-11-03) · source
  • “Global markets for the Company’s products and services are highly competitive and subject to rapid technological change, and the Company may be unable to compete effectively in these…” — 10-K risk factor (filed 2026-11-03) · source
  • “Demand for our products and services may be impacted by the status of government and economic incentives supporting the development and adoption of such products.” — 10-K risk factor (filed 2026-01-29) · source
  • “Our information technology systems or data, or those of our service providers or customers or users could be subject to cyber-attacks or other security incidents, which could result in data…” — 10-K risk factor (filed 2026-01-29) · source
AI angle

Apple's AI angle is on-device and private-cloud AI features that may drive device upgrades; AI is not yet a separately reported revenue line.

Tesla's AI exposure is its self-driving software, robotaxi plans, Optimus robot and training compute; vehicle sales still drive most revenue.

Full analysis: $AAPL →Full analysis: $TSLA →

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