Yahoo Finance
AI chip companyNvidia(NASDAQ: NVDA)became the first company ever worth $5 trillion in late 2025.
As of this writing, it sits just below this after a recent pullback.
But it's still the most valuable company in the world by a comfortable margin.
What's striking is how few companies are even in the conversation to pass it.
But I personally think this is a conversation worth having, because I don't think Nvidia will hold its crown forever.
Will AI create the world's first trillionaire?Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need.Continue » Of the handful that have crossed into multitrillion-dollar territory, three arguably look like plausible challengers over time:Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL),Apple(NASDAQ: AAPL), andMicrosoft(NASDAQ: MSFT).
Each hasmarket capitalizationsmeasured in the trillions, yet each still trails Nvidia -- and closing that gap would require specific things to go right.
But I think passing Nvidia's value is possible for all three -- especially for one of them.
Of the three, Google parent Alphabet had closed the most ground until recently.
Its stock has climbed sharply over the past year, lifting its market value to about $4.9 trillion -- a little more than half a trillion dollars short of Nvidia.
But after a recent pullback, the stock's market capitalization is now $4.45 trillion -- still within striking distance but behind Apple, which has a market capitalization of $4.51 trillion as of this writing.
So, how does Alphabet become bigger than Nvidia? The bull case rests on Alphabet controlling every layer of the AI business.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
Comments
Post a Comment