Nvidia’s 2025 Valuation Challenge: Can It Outpace Apple and Microsoft Again?
Nvidia’s trajectory as the world’s most valuable company in 2024 now faces a pivotal test. Macroeconomic headwinds and geopolitical instability have battered mega-cap stocks, with the AI chipmaker losing ground to two Magnificent Seven peers in early 2024. Yet its 174% surge last year demonstrates latent potential for resurgence.
The semiconductor giant’s cyclical struggles contrast sharply with its dominance during AI’s breakout year. market volatility may become an unlikely ally—dislocations often create opportunities for sector leaders to reclaim lost positions. Nvidia’s ability to leverage its technological moat in accelerated computing will determine whether 2025 brings redemption or consolidation.