Microsoft Is Back Above $4 Trillion and Only $266 Billion Behind Nvidia
Microsoft’s market value rose to $4.048 trillion as NVIDIA fell 4.27% after its board opened an independent probe into CEO Jensen Huang.
- Microsoft rose 2.75% on Monday to reclaim a $4.048 trillion market value, while Nvidia fell 4.27% to $4.314 trillion, shrinking Nvidia's lead to roughly $266 billion from $1.84 trillion on October 6.
- Nvidia's stock decline follows an independent board investigation into national security concerns regarding CEO Jensen Huang, including reports alleging an affair with an alleged Chinese spy, though the board maintains no company secrets were compromised.
- Microsoft's strong performance relies on Engine Azure capacity, with revenue up 48% and a $677 billion commercial backlog. CFO Amy Hood said, "We still have demand that exceeds supply," driving capital spending to $45.2 billion.
- Operational pressures face Nvidia as supply commitments reached $279 billion, and management expects gross margins to bottom at 71% to 72% in the fourth quarter due to high memory prices.
- Investors now turn to Nvidia's November 17 earnings report to assess the company's trajectory amid leadership questions, while markets await October CPI data on Tuesday at 8:30 a.m. to gauge broader sector performance.
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Ekstra Bladet
American companies Apple and Microsoft are both worth more than Nvidia after possible spy case
For the first time since 2025.
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Microsoft Overtakes Nvidia as World’s Second-Most Valuable Company for First Time Since June 2025
Microsoft overtook Nvidia as the world's second-most valuable company on Tuesday, as the artificial intelligence chipmaker's shares continued to decline amid uncertainty surrounding the AI ... The post Microsoft Overtakes Nvidia as World’s Second-Most Valuable Company for First Time Since June 2025 first appeared on [your]NEWS.
Reforma
Nvidia has lost more than 400 mmdd in market value, falling to the third place of the most valuable companies, behind Apple and Microsoft.
For the first time since June last year, Microsoft's market capitalization overtook the value of Nvidia, whose shares were offset by the scandal surrounding its head, Jensen Huang. Microsoft's share price on Nasdaq's stock market dropped by 0.27 per cent to $543.69 and its market value was $4.037 trillion, transmitting RIA News. At the same time, Nvidia's shares increased by 6.54 per cent to $166.88. The capitalisation of the graphic processor d…
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