Hua Er Jie Jian Wen·2025-10-29 00:42Core Insights - The article highlights the significant market capitalization milestones achieved by major tech companies, driven by the AI wave and strong consumer demand, with Microsoft and Apple both surpassing $4 trillion, while Nvidia approaches $5 trillion [1][3][5]. Group 1: Microsoft - Microsoft's market capitalization reached $4.03 trillion, boosted by a major restructuring agreement with OpenAI, which increased OpenAI's valuation to $500 billion, with Microsoft's stake valued at approximately $135 billion [3][8]. - The restructuring allows Microsoft to maintain access to OpenAI's cutting-edge technology until 2032, while OpenAI commits to investing $250 billion in Microsoft's Azure cloud services, reinforcing Azure's position in AI development [8]. Group 2: Apple - Apple's market capitalization briefly surpassed $4 trillion, primarily driven by strong hardware sales and consumer demand, particularly for the iPhone 17 series, which saw a 14% year-over-year sales increase in its first ten days [9][10]. - Positive sales performance has shifted Wall Street analysts' sentiment towards Apple, with several upgrading their stock ratings, despite previous concerns about Apple's slower progress in AI compared to competitors [11]. Group 3: Nvidia - Nvidia's stock surged by 5%, pushing its market capitalization to $4.88 trillion, as the company announced several significant partnerships, including a collaboration with Eli Lilly to develop a powerful supercomputer for drug discovery [5][12]. - Nvidia's stock has increased by 50% in 2025, outperforming other tech giants, solidifying its dominant position in the AI infrastructure market [12].