Apple Stocks Rise Although Doubling Macs Adds 47% More Throughput in Muse Test Khac Phu Nguyen Fri, October 16, 2026 at 1:33 PM EDT AAPL +0.19% Trade Apple on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Apple, the device and computing-platform company (NASDAQ:AAPL), faces a practical test for running AI locally: how much extra computing power justifies buying more hardware? Shares traded at $343.795, up approximately 0.53%, after the 9:30 a.m. ET market open on October 16. The question for professional buyers is straightforward. Does adding more Macs deliver enough extra performance to justify the bill?
Warning! GuruFocus has detected 4 Warning Signs with CRWV.
Is AAPL fairly valued? Test your thesis with our free DCF calculator.
According to Macworld's analysis, Apple's research measured Muse Spark Open at 24.99 tokens per second on two M5 Ultra Mac Studios, versus 36.73 on four. The benchmark used tensor parallelization, four-bit precision, 8,192 input tokens and 128 generated tokens. Double the computers delivered roughly 47% more throughput. That is a meaningful improvement, but buyers cannot assume performance rises in step with hardware spending.
Faster initial responses could strengthen the case, alongside privacy and the ability to handle demanding workloads locally. Still, one specialized benchmark does not establish a broad Mac sales opportunity. Valuation raises the bar: the $343.795 share price sits 19.1% above the $288.67 GF Value estimate, leaving less room for disappointing execution. Investors need evidence of professional customers buying these configurations repeatedly before treating local AI as a major new hardware growth engine.
