Nvidia became the world’s first $4 trillion company on July 9, thanks to its AI chips for data centers. Microsoft, with a market cap of $3.7 trillion, could be the next to hit $4 trillion. Microsoft’s AI assistant Copilot is driving growth, with 400 million 365 licenses in use.

Microsoft’s AI opportunity in the cloud, particularly with Azure, is significant. The company has invested over $60 billion in AI infrastructure, leading to 33% year-over-year Azure revenue growth. AI services accounted for 16 percentage points of that growth, highlighting their importance to Microsoft’s cloud division.

Microsoft stock may soon reach the $4 trillion milestone. With a market cap of $3.7 trillion, it’s ahead of Apple at $3.2 trillion. Wall Street estimates suggest a 13% EPS growth for Microsoft in fiscal 2026. The company’s momentum in AI products and services could drive stock growth.

Considerations before investing in Microsoft include the company’s strong AI products and services. The Motley Fool’s Stock Advisor team has identified 10 top stocks for investors, excluding Microsoft. Stock Advisor’s total average return is 1,047%, outperforming the S&P 500’s 180%. Join Stock Advisor for the latest top 10 list.

Read more at Nasdaq: Nvidia Just Became the World’s First $4 Trillion Stock. This Artificial Intelligence (AI) Giant — Which Is up 686,000% Since Its IPO — Might Be Next.