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Microsoft’s market value has overtaken Nvidia’s for the first time since June 2025, according to a First Squawk post. The crossover marks a reversal in the two companies’ relative valuations, though the update did not disclose specific market-cap figures for either firm. It matters because Microsoft and Nvidia have been the most closely watched mega-cap technology names, and leadership between them is often read as a signal of shifting investor preference between software and AI-chip exposure. What to watch next is whether the gap widens or Nvidia reclaims the lead, and whether the change in ranking is confirmed by fuller market-cap data.

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