Apple and Microsoft are now playing catch-up.
Transcript:
CAROLINE WOODS: Chip giant NVIDIA just became the first-ever company to hit a $4 trillion market cap, marking another milestone for the most valuable company on Earth.
Despite a rocky start to the year, shares have soared nearly 30% so far in 2025, as investors bet big on the AI boom—and NVIDIA’s dominance in the space.
To put NVDA’s rise in perspective: it first hit $1 trillion in June 2023—and tripled it in just over a year. A year and change after that, it’s added another trillion – surpassing Microsoft and Apple – both of which hit the $3 trillion mark before Nvidia.
And Wall Street’s bullish that the rally can continue – nearly 90% of analysts still rate NVDA as a BUY.
But get this—while NVIDIA is the biggest, it’s not the best performer. Micron shares are actually up more than 40% year to date, making it 2025’s standout in the chip sector.
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