Microsoft and Nvidia lead the charge toward $4 trillion market cap: Wedbush

June 27, 2025 05:22 AM PDT | By EODHD

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Microsoft and Nvidia lead the charge toward $4 trillion market cap: Wedbush — Image source: Kalkine Media

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Investing.com -- Microsoft and Nvidia (NASDAQ:NVDA) are poised to become the first members of the $4 trillion market cap club, according to analysts at Wedbush. In a note Friday, the firm said, “The race to $4 trillion market cap has begun with Microsoft (NASDAQ:MSFT) and Nvidia nearing,” adding both companies are “foundational pieces of building on the biggest tech trend we have seen in our 25 years covering tech stocks.” High Yield Savings Offers Earn 4.10% APY** on balances of $5,000 or more View Offer Earn up to 4.00% APY with Savings Pods View Offer Earn up to 3.80% APY¹ & up to $300 Cash Bonus with Direct Deposit View Offer Powered by Money.com - Yahoo may earn commission from the links above. The AI Revolution is the driving force behind this market surge, said Wedbush. The firm noted that the current tech bull market “is still early” and will continue to be led by AI-driven growth. The firm expects both Microsoft and Nvidia to hit the $4 trillion milestone this summer and anticipates the next 18 months will shift focus to the $5 trillion club.

Nvidia, led by CEO Jensen Huang, referred to by Wedbush as the “Godfather of AI,” is described as the “foundation for the AI Revolution.” The firm emphasized, “There is one company in the world that is the foundation for the AI Revolution and that is Nvidia,” citing the unmatched demand for its chips. Wedbush estimates that “for every $1 spent on Nvidia, there is an $8–$10 multiplier across the rest of the tech ecosystem.” Microsoft, alongside Amazon (NASDAQ:AMZN) and Google, is also seen as a core player in AI infrastructure. Wedbush noted that hyperscalers are seeing “major cloud and AI momentum,” while IT departments are “laser focused on the software driven use cases currently underway.” “The AI Revolution represents the biggest tech transformation in over 40 years,” said Wedbush, naming Microsoft, Nvidia, Amazon, Alphabet (NASDAQ:GOOGL), and Meta (NASDAQ:META) as key leaders in what it calls the “Ives AI 30.” Related articles Microsoft and Nvidia lead the charge toward $4 trillion market cap: Wedbush TotalEnergies acquires 25% stake in Block 53 offshore Suriname from Spain’s Moeve Shein reportedly plans confidential Hong Kong IPO filing this week

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