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Microsoft tops Nvidia’s market cap for first time since June 2025
Microsoft overtook Nvidia to become the world’s second most valuable company on Tuesday, as Nvidia shares fell sharply. The shift reflects uncertainty about the outlook for artificial intelligence and comes amid a reported investigation into whether Nvidia chief executive Jensen Huang was targeted by a foreign intelligence effort.
Microsoft shares slipped 0.4 per cent to $543.25, while Nvidia fell more than 6 per cent to about $167.11. The article gives no market capitalisation figures, but says this was the first time Microsoft had passed Nvidia since June 2025.
In short
- Microsoft moved ahead of Nvidia in market value.
- Nvidia shares fell more than 6 per cent.
- AI outlook uncertainty weighed on Nvidia.
Explained simply
Microsoft and Nvidia are among the world’s largest technology companies, and their share prices affect how much investors value them. Microsoft makes software such as Windows and runs the Azure cloud computing business, while Nvidia makes the powerful chips widely used to develop and run artificial intelligence systems.
Investors have been weighing how quickly demand for AI will grow and whether the large sums being spent on it will produce lasting returns. Nvidia’s chief executive, Jensen Huang, has become a prominent figure in the industry, and reports of a foreign intelligence investigation have added another issue for investors to consider.