Microsoft and Apple market cap have become defining indicators of tech sector performance as both companies now hold valuations above $4 trillion. Apple achieved the milestone for the first time this week, following impressive gains driven by strong demand for its latest hardware lineup. Microsoft reclaimed the level after its recent partnership with OpenAI boosted investor sentiment.
Apple’s latest rally came on the back of the iPhone 17’s strong global performance, which surpassed earlier models in both the U.S. and China. Analysts attribute the company’s success to its diversified ecosystem, including Apple Intelligence and services like iCloud+, which continue to generate recurring revenue and enhance brand loyalty.
Since first reaching $1 trillion in 2018, Apple’s market journey to $4 trillion has been marked by consistent innovation and massive consumer adoption. From wearables to premium devices, each product cycle strengthened earnings and fueled long-term growth expectations. The upcoming Q4 2025 earnings report is expected to shed more light on its performance in emerging markets.
Microsoft, meanwhile, is capitalizing on the AI boom through its Azure platform, which powers many of OpenAI’s advanced systems. The company’s $135 billion OpenAI stake has become a significant source of value, signaling how strategic partnerships are reshaping corporate valuations. Its growing influence in AI cloud infrastructure further cements its dominance within enterprise technology.
Both companies now define the upper tier of global markets, representing a combined value larger than the GDP of most nations. The milestone underscores how artificial intelligence, cloud computing, and hardware innovation continue to drive stock market growth. As competition heats up, watchers expect the Microsoft and Apple market cap race to shape the next chapter of technology investment history.
Apple just hit a $4 trillion market cap for the first time in history. pic.twitter.com/tmHgTWq4oF
— Brew Markets (@brewmarkets) October 28, 2025
