Microsoft Joins Nvidia in Elite $4 Trillion Market Cap Club
Microsoft surged past the $4 trillion market capitalization threshold on July 31, following Nvidia's historic achievement three weeks prior. The tech giant's 26.9% year-to-date stock performance dwarfs the S&P 500's 7.8% gain, fueled by a 15% revenue growth that exceeded its own guidance.
Operating margins reached 45.6% with net income converting at $0.36 per revenue dollar, demonstrating exceptional capital efficiency without relying on acquisitions. This organic growth trajectory positions Microsoft as a cornerstone holding in the AI revolution, despite brief fluctuations below the $4 trillion mark.