placing Nvidia behind MIcrosoft after exceeding the market capitalization of the more established technology firm Tuesday.

It's quite possible. Microsoft's shares trade at nearly 30 times forward earnings. Apple's forward earnings multiple is roughly 27. Nvidia is a hair behind with shares trading at 26.9 times ...

Microsoft and Meta are some of Nvidia's biggest customers, contributing an estimated $20 billion and $9 billion, respectively, to the chipmaker's 2024 revenue, according to a DA Davidson analysis.

Yet he remains an elusive subject. Nvidia’s $73bn in net profit last year, not far behind Microsoft’s $88bn, points to a strategic genius at work. His rambling disquisitions on earnings calls ...