Nvidia vs Microsoft Stock: Which Will Reach $4 Trillion First?

Both tech giants are neck and neck on the path toward the major milestone.

Jun 22, 2025 - 09:27
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Nvidia vs Microsoft Stock: Which Will Reach $4 Trillion First?

At the end of 2024, tech analyst Dan Ives predicted Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Apple (NASDAQ: AAPL) would all reach a $4 trillion valuation in 2025. He expected Apple to hit the mark first, followed by Nvidia, and then Microsoft. But I think he got the order reversed: Microsoft will reach a $4 trillion valuation first.

Both Nvidia and Microsoft currently have market caps around $3.5 trillion, while Apple has seen its stock fall to about $3 trillion in market cap. The leading tech giants have received a clear boost from artificial intelligence (AI) spending, but Apple has struggled to make headway in advanced AI capabilities.

As a result, it looks like either Nvidia or Microsoft will reach the $4 trillion valuation threshold first. And despite strong operating results from Nvidia, Microsoft looks to have the edge.

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