Group 1 - Apple's and Microsoft's stock prices rose on Tuesday, pushing their market capitalizations above $4 trillion, with Apple becoming the third company in history to reach this milestone [1] - Nvidia remains the highest valued company globally with a market capitalization exceeding $4.8 trillion, while Apple's market cap is slightly below $4 trillion and Microsoft's maintains this valuation level [1] - Microsoft has finalized the acquisition of a 27% stake in OpenAI's profitable business, resulting in a stock price increase of approximately 2% [1] Group 2 - Apple's stock is experiencing its strongest positive momentum in the past year ahead of its upcoming earnings report, with a target price raised to $290 per share by Morgan Stanley analyst [2] - The company has successfully navigated potential negative impacts from the Trump administration's tariff policies by shifting most of its supply chain for the U.S. market to India and Vietnam [2] - Apple's accelerated domestic investment and production shift to India and Vietnam have improved its position in the tariff environment [2]

Group 1 - Microsoft reported better-than-expected earnings, leading to an 8% increase in stock price, surpassing $550 [1] - The company's market capitalization reached $3.81 trillion, with potential to exceed $4 trillion if the stock maintains a 5% increase [1] - Nvidia became the first company to reach a market cap of over $4 trillion earlier in July [2] Group 2 - For the fourth fiscal quarter of 2025, Microsoft's revenue was $76.4 billion, a 17% year-over-year increase [2] - The Azure cloud computing segment saw a 39% sales growth, exceeding analyst expectations of 34% [2] - Microsoft's cloud business revenue surpassed $168 billion, reflecting a 23% year-over-year growth [2]