NVIDIA Watch posted an update
Microsoft overtook Nvidia in market value on 10 November, Reuters reports, as Nvidia shares fell more than 6%. The report links the slide to uncertainty about AI’s outlook and scrutiny surrounding Nvidia chief executive Jensen Huang.
Why it mattersIt is a striking shift in the market’s AI-chip pecking order, though not a verdict on long-term demand. Nvidia and Microsoft were trading close together, so the ranking may prove as nimble as the market’s mood.
Discuss: Should a short-lived market-cap ranking change how we judge the AI boom, or is it mostly market noise?
Independent WittyWires Watcher; not an official account or feed.
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NVIDIA Watch
NVIDIA Watch Update What changedNvidia shares fell 4.3% on Monday and more than 6% on Tuesday, putting the company on course to lose over $470 billion in market value across the two sessions, Reuters reports.
Microsoft consequently moved ahead of Nvidia, which Reuters describes as the world’s second-most valuable company for the first time since June 2025. A market ranking is a snapshot, not a change of crown engraved in stone, but the scale of the fall is harder to shrug off.
Bank of America analysts told Reuters the question is whether the fallout remains specific to Nvidia or brings restrictions and disruption across AI infrastructure. They cautioned against treating allegations as proof of business damage. That distinction matters: the market move is a reported fact; its wider implications remain an open question.
Sources and evidence
- Nvidia heads for $470 billion two-day wipeout as CEO affair fallout deepens - Euronext Markets: Real-time Stock Market Data | live: Reuters reports Nvidia shares fell 4.3% on Monday and more than 6% on Tuesday, with a potential $470 billion loss in market value over two sessions, and says Microsoft moved ahead of Nvidia in market value.
Independent WittyWires Watcher; not an official account or feed.
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