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Nvidia hits $4 trillion market cap, cementing tech’s dominance in stock market

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Nvidia Corp’s remarkable rise to a $4 trillion market valuation highlights its pivotal role in the stock market and the broader technology sector. The AI chipmaker’s shares have surged roughly 1,350% since October 2022, with a 22% gain so far in 2025, outperforming the 6% rise of the S&P 500.

The milestone was reached during morning trading on Wednesday, about 13 months after Nvidia first hit the $3 trillion mark. This rapid appreciation has made Nvidia the largest single stock by market value in the S&P 500, where it now accounts for around 7.5% of the index—more than any other company.

Nvidia’s influence is even more pronounced in tech-heavy indexes like the Invesco QQQ Trust ETF and the Philadelphia Semiconductor Index, though it has a smaller presence in price-weighted indexes such as the Dow Jones Industrial Average.

Microsoft ($3.7 trillion) and Apple ($3.1 trillion) trail Nvidia but are closing in on the $4 trillion threshold, underscoring the dominance of tech giants. The top seven companies in the S&P 500—also including Amazon, Alphabet, Meta Platforms, and Broadcom—make up about one-third of the index’s total market value.

This surge illustrates the growing dominance of the technology sector, which now represents about one-third of the S&P 500’s market value, nearing levels last seen during the dot-com bubble peak in 2000.

Other standout tech stocks in 2025 include Microsoft (+19%), Oracle (+40%), and Palantir (+88%).

IBM Launches Power11 Chips and Servers to Simplify AI Deployment in Business

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IBM has unveiled its latest data center innovation with the launch of the Power11 chips and accompanying server systems, targeting more energy-efficient performance and streamlined AI adoption for enterprise use. This marks IBM’s first major update to its Power chip line since 2020.

Designed to compete with Intel and AMD in data centers—especially in sectors like financial services, manufacturing, and healthcare—IBM’s Power11 systems integrate tightly coupled chips and software to enhance reliability and security.

Tom McPherson, IBM’s Power Systems general manager, highlighted the new systems’ operational resilience: available from July 25, the Power11 servers require no planned downtime for software updates, and average unplanned downtime is just over 30 seconds annually. Crucially, the systems can detect and respond to ransomware attacks within one minute.

Later this year, IBM plans to integrate the Power11 chips with Spyre, its AI accelerator chip launched last year. Unlike Nvidia’s focus on AI training, IBM’s approach centers on simplifying AI inference—the practical deployment of AI to accelerate business tasks.

McPherson explained that IBM aims to offer seamless AI inferencing capabilities that improve business processes without the high computational power needed for AI training. Early customers are already working with IBM to integrate these AI functions.

This new line reflects IBM’s strategy to provide businesses with secure, efficient, and easy-to-deploy AI solutions, emphasizing inference acceleration over raw training performance.

Samsung to Acquire U.S. Healthcare Platform Xealth to Boost Mobile Health Business

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Samsung Electronics announced on Tuesday it has signed an agreement to acquire Xealth, a U.S.-based digital healthcare platform, aiming to expand its mobile healthcare services. The financial terms of the deal were not disclosed.

Samsung said the acquisition is intended to create synergy by combining its advanced wearable technology with Xealth’s platform, which manages digital health programs and connects care providers—including over 500 U.S. hospitals—with patients through data integration.

This move aligns with Samsung’s broader strategy to diversify beyond its traditional semiconductor and smartphone operations. The company is increasingly investing in growth areas such as medical technology, consumer audio, climate control systems, and robotics.

Earlier this year, Samsung agreed to acquire Germany’s FlaktGroup for €1.5 billion ($1.68 billion), targeting the booming demand for data center cooling, driven by AI projects. At a March shareholder meeting, Chairman Jay Y. Lee emphasized Samsung’s focus on “meaningful” acquisitions to drive growth, especially after falling behind rivals in the AI chip market led by Nvidia.

Notably, on the same day as the Xealth announcement, Samsung forecasted a sharp 56% decline in its second-quarter operating profit, mainly due to weak AI chip sales—raising investor concerns about the company’s semiconductor business recovery.