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Microsoft tops Nvidia's market cap for first time since June 2025
Microsoft regained a $4 trillion valuation as Nvidia shares fell more than 6% after its board opened an independent probe into CEO Jensen Huang.
- On Tuesday, Microsoft's market capitalization rose roughly 3% to $4.048 trillion, overtaking Nvidia for the first time since June 2025. Nvidia shares fell 4% to $4.314 trillion, narrowing its lead to about $266 billion.
- Nvidia's board opened an independent investigation on November 8 into national security concerns surrounding CEO Jensen Huang. The probe follows reports alleging Huang's relationship with a Chinese businesswoman accused of ties to Beijing's intelligence operations.
- The Information reported the alleged relationship facilitated at least $7.5 billion in Nvidia chip shipments to Chinese firms, bypassing U.S. export restrictions. The network reportedly moved about 240,000 H100 and H200 chips into China.
- Independent directors appointed attorney Joon Kim and law firm Wachtell, Lipton, Rosen & Katz to lead the review, stating they have 'no reason to believe' national security or company secrets were compromised. Huang is cooperating fully.
- Nvidia reports quarterly results on November 17, with investors watching for investigation updates and market fallout. Microsoft reported capital spending of $45.2 billion last quarter, with more than $50 billion expected this quarter to meet demand.
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Microsoft Overtakes Nvidia as Jensen Huang Affair Probe Threatens $470 Billion Market Value Loss
Microsoft briefly surpassed Nvidia in market value after Nvidia shares fell sharply amid reports concerning CEO Jensen Huang, chip shipments to China and an independent board investigation.
·United Kingdom
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After Nvidia CEO Jensen Huang admitted to an affair controversy, the stock price plummeted 9.5% over two days, causing the market capitalization to drop to $4.1 trillion. Consequently, CEO Huang's net worth decreased, and he fell to 12th place on the list of the world's wealthiest individuals. During trading hours, his market capitalization ranked third, following Apple and Microsoft.
Coverage Details
Total News Sources100
Leaning Left15Leaning Right18Center12Last UpdatedBias Distribution40% Right
Bias Distribution
- 40% of the sources lean Right
40% Right
L 33%
C 27%
R 40%
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