Nvidia (NASDAQ: NVDA) achieved a new all-time high of $154.31 in June 2025, rising over 1,600% in five years despite facing a $4.5 billion Q1 charge from the H20 chip ban in China and projected revenue hits. Its gross margins are at 71.3% (excluding the China impact), and the company is poised to benefit from an expected $320 billion investment in AI infrastructure this year, illustrating its crucial role in the AI sector.
ASML (NASDAQ: ASML), the sole provider of extreme ultraviolet lithography systems, reported net sales of 7.7 billion euros in Q1 2025, with a 54% gross margin. Despite adjusting its revenue growth forecast to the mid-teens, ASML anticipates sales between 30 billion to 35 billion euros for 2025. Analysts project semiconductor equipment spending to rise to $110 billion to $121 billion in 2025, reinforcing ASML’s strong market position.
Microsoft (NASDAQ: MSFT) closed at $467.68 in June 2025, reclaiming its title as the world’s most valuable company with a $3.48 trillion market cap. The company reported total revenue of $70.1 billion for Q3 2025, a 13% year-over-year increase, largely driven by a 33% growth in Azure and cloud services. Microsoft’s diversified AI and cloud strategies continue to stabilize its market dominance amidst shifting technological landscapes.
