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Microsoft joins Nvidia in exclusive $4 trillion market value club

MacDailyNews

Jul 31

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Microsoft has officially joined the elite $4 trillion market-cap club, becoming the second company to achieve this milestone following NVIDIA’s historic entry earlier this month on July 9, 2025. For decades, Microsoft has been a cornerstone of the tech industry, delivering consistent and profitable growth. However, this unprecedented surge, driven by a remarkable 8-9% climb in shares after stellar fiscal Q4 earnings, marks a new era for the tech giant.

The rally stems from robust performance in Azure, the integration of Copilot AI, and an ambitious $30 billion capital expenditure plan for AI infrastructure, signaling Microsoft’s aggressive push into the AI-driven future.

In contrast, Apple lags as a distant third, struggling to keep pace in the $4 trillion race. Its market cap, currently at $3.16 trillion, reflects a company that missed the AI revolution’s early wave. While competitors like NVIDIA and Microsoft capitalized on AI hardware and software advancements, Apple’s leadership has been criticized for its lack of vision and innovation. The absence of a charismatic figure to steer bold initiatives, coupled with a cautious approach to AI integration, has left Apple playing catch-up. Its recent stock performance, with only a modest 0.4% gain over the past month, underscores investor concerns about its ability to reclaim its former dominance in a rapidly evolving tech landscape.

Nvidia established the $4 trillion club as the first public company to surpass a $4 trillion valuation, with its shares rising 2.76% on July 9, 2025, fueled by insatiable demand for GPUs. The company reported a staggering $44.1 billion in revenue last quarter, a 69% year-over-year increase, driven by the surge in PC gaming and AI applications. Microsoft, following closely, reported an 18% revenue growth—the largest in three years—propelled by its software prowess. Strategic partnerships with OpenAI, Meta, and xAI, alongside advancements in Copilot AI and Azure cloud services, have transformed Microsoft into an AI powerhouse, cementing its place in this exclusive club that didn’t exist just weeks ago.

MacDailyNews Take: Congratulations, Microsoft, which, after 14 years of clueless comedy, finally rid itself of its albatross CEO back in 2014, got on with business, and didn’t miss the next paradigm shift.

As for Apple, any reasonably competent manager could have taken what Jobs handed them and iterated products for 15 years. Apple’s somnambulant Board only sees the remnants of Job’s work, competently managed, until now.

After what Steve Jobs built, a chimpanzee could run Apple profitably for many years. (Yes, even Steve Ballmer could do it.) — MacDailyNews, April 10, 2017

The problem, as is now plainly evident, is that when you do not have a visionary for coming up on 15 years, you miss the next paradigm shift. So, now, because non-visionary Tim Cook, a glorified operations manager, was wasting time, focus, and money blowing tens of billions on a failed EV project and an overpriced, non-selling AR/VR headset, Apple is way behind in genAI, struggling embarrassingly to catch up, and facing the prospect of a myopic, charisma-free, aging CEO selfishly clinging on for “at least another half-decade” because Apple’s BoD, half of which were stocked by Cook with loyalists* (Cook himself is the Board’s tie-breaking vote), has about as much vision as Cook himself.

Good times.

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