Core Viewpoint - Nvidia is expected to remain the only stock with a market capitalization exceeding $5 trillion for at least another year, while Microsoft and Apple are projected to surpass $4 trillion by 2026 [1] Microsoft - Microsoft is currently valued at $3.55 trillion with a stock price of $475.57, making it the most likely candidate to exceed $4 trillion [2] - The company plays a significant role in the AI boom, being the creator of the Copilot AI model and a major cloud service provider through Microsoft Azure [3] - Microsoft's revenue increased from $211.9 billion in 2022 to $293.8 billion in the 12-month period ending September 30, 2025, indicating strong financial performance [4] - Wall Street analysts predict an average price target of $631.36 for Microsoft, representing a potential 32.31% increase over the next 12 months [4] - Microsoft shares have experienced a downtrend, falling from approximately $542 to $475.57 since October [6] Apple - Apple has a market capitalization of $3.85 trillion and requires only a 4% increase to surpass $4 trillion [10] - The company has resolved previous issues related to its electric vehicle project and is well-positioned for growth in the AI sector [10] - A significant catalyst for Apple is its AI-focused partnership with Alphabet, which will support the development of 'Apple Foundation Models' [11] - Apple shares have also seen a decline, dropping from around $286 in early December to $259.21 [12] - Analysts forecast an average price target of $299.69 for Apple, suggesting a potential 15.16% increase, which would elevate its valuation to $4.4 trillion [13][15]