Tech analyst predicts Nvidia, Microsoft, Apple may hit $4 trillion valuation in 2025

From Nasdaq: 2025-06-22 03:57:00

Tech analyst Dan Ives predicts Nvidia, Microsoft, and Apple will reach $4 trillion valuation in 2025, with Microsoft likely leading the pack. Nvidia and Microsoft currently have market caps around $3.5 trillion, while Apple lags behind at $3 trillion due to struggles in advanced AI capabilities.

Nvidia’s strong data center business drove a 73% year-over-year revenue increase in the first quarter. However, heavy reliance on a few customers like Microsoft poses a risk if AI spending decreases or shifts to other chip suppliers. Competition from other GPU makers and custom silicon solutions also present challenges.

Microsoft’s Azure cloud computing platform, boosted by a partnership with OpenAI, shows strong growth with $80 billion in capital expenditures to expand AI data centers. Azure revenue grew 33% in the most recent quarter, driven by demand for AI training and inference, setting the stage for continued growth and profitability.

Considerations for investing in Nvidia include its exclusion from the Motley Fool’s top 10 stocks list and the potential for high returns on other recommended stocks. While Nvidia has seen significant growth, investors should be aware of the risks associated with its heavy reliance on a few customers and potential setbacks in operations.



Read more at Nasdaq: Nvidia vs Microsoft Stock: Which Will Reach $4 Trillion First?