Microsoft’s market value passes Nvidia for the first time since June 2025
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Microsoft overtook Nvidia in market value for the first time since June 2025, reclaiming the top spot among the world's most valuable companies as investors reassessed the two firms' AI prospects. The shift reflects growing scrutiny of AI profitability, with Microsoft's cloud and enterprise software revenue viewed as more durable than Nvidia's chip-driven earnings. The rotation signals that markets are rewarding diversified AI exposure over pure hardware plays. Traders will watch upcoming earnings from both companies, cloud capex guidance and data-center demand trends for confirmation of whether the leadership change persists.
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