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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%).

Nvidia-backed Perplexity launches AI-powered Comet browser to challenge Google Chrome

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Nvidia-backed startup Perplexity AI announced on Wednesday the launch of Comet, a new AI-powered web browser designed to compete with Alphabet’s dominant Google Chrome. The browser aims to revolutionize web navigation by using intelligent AI agents capable of thinking, acting, and deciding on users’ behalf, streamlining tasks into a conversational experience.

Google Chrome currently dominates the global browser market with a 68% share as of June, far ahead of competitors like Safari, Microsoft Edge, and Firefox.

Comet offers users a unified interface where they can ask questions, perform tasks such as booking meetings, compare products, and summarize complex content—all via a built-in AI assistant. The browser targets simplifying workflows with natural language interactions.

Currently, Comet is accessible to subscribers of Perplexity Max, which costs $200 per month, with plans for a wider rollout by invite over the summer.

Backed by investors including Jeff Bezos, SoftBank, and Nvidia, Perplexity is positioning Comet not only as a browser competitor but also exploring new revenue avenues through advertising and e-commerce integration.

The move follows similar AI enhancements by competitors: OpenAI added a search engine feature to ChatGPT, and Google launched AI Overviews, an AI-driven search summary tool, last May.

Comet prioritizes user privacy by storing data locally and not using personal information for AI model training—a key differentiator likely to attract privacy-focused users.

However, Perplexity faces criticism from media companies like News Corp, Forbes, Wired, and Dow Jones for allegedly using their content without permission or payment. In response, Perplexity has introduced a publisher partnership program aimed at fostering collaboration with news organizations.

Nvidia’s Planned Major Expansion in Israel Sparks Wide Interest from Potential Sites

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Nvidia, the world’s leading AI chipmaker and the first company to reach a $4 trillion valuation, is seeking to dramatically expand its operations in Israel to meet surging demand for AI data centers. The Santa Clara-based firm issued a request for information (RFI) this week to acquire land for a new campus near its existing facility in northern Israel, with the project expected to cost billions and generate thousands of jobs, according to multiple sources.

Nvidia entered the Israeli market in 2020 by acquiring Mellanox Technologies for nearly $7 billion. Its existing site is located in Yokne’am, a technology hub near Haifa. Nvidia declined to comment beyond confirming the RFI request.

One source, speaking anonymously, revealed that the company has received “dozens and dozens and dozens” of site offers from municipalities and other entities, many not near Haifa, reflecting broad local enthusiasm to host the expansion. The deadline for offers is July 23, with Nvidia planning a campus covering up to 180,000 square meters.

The Haifa municipality stated it is preparing a competitive offer, asserting it has the “best potential” for Nvidia’s new campus.

The planned expansion reflects a broader race among tech giants such as Microsoft, Amazon, Meta, Alphabet, and Tesla to build AI data centers and capture leadership in emerging AI technology. This surge is driving increased demand for Nvidia’s advanced processors.

Industry insiders emphasize Israel’s critical role in the AI era, making rapid expansion necessary for Nvidia. Since acquiring Mellanox, Nvidia’s Israeli operations have nearly tripled in size and reportedly contributed $13 billion in revenue last year, though the company has not publicly confirmed this figure.

In addition to acquisitions, Nvidia has built Israel’s most powerful AI supercomputer, which served as a blueprint for Elon Musk’s Colossus supercomputer. The company employs approximately 5,000 people in Israel.

Dror Bin, CEO of the Israel Innovation Authority, described the planned campus as “massive,” potentially housing thousands of employees. He said Nvidia’s expansion signals a long-term commitment and strong confidence in Israel.

Nvidia’s expansion plans contrast with rival Intel, which has been present in Israel since 1974 and employs 9,350 workers but is currently implementing global workforce reductions. Reports suggest a few hundred Intel workers in Israel may be affected, though Intel declined to provide specific numbers.