Jimmy

joined 1 month ago
 

The 30 hottest AI stocks have added $5 trillion in wealth for U.S. households.

Source: https://www.businessinsider.com/top-ai-stocks-household-wealth-jpmorgan-nvda-msft-aapl-tech-2025-10

Data Source: MarketCapWatch

 

Source: MarketCapWatch

TSMC towers at $1.26 trillion — worth more than all other listed Taiwanese chipmakers combined, from MediaTek to UMC and ASE. The gap underscores Taiwan’s dual identity: one global giant and a constellation of niche specialists.

[–] Jimmy@mander.xyz 1 points 2 weeks ago (1 children)

Market cap data source from MarketCapWatch. lol

 

China’s digital economy has transitioned from a “BAT era” (Baidu, Alibaba, Tencent) to a more fragmented landscape where new challengers like PDD and Meituan are reshaping the hierarchy.

Source: MarketCapWatch

 

Source: MarketCapWatch

⚠️ Note: This chart is for educational purposes only. Smoking is harmful to health and a leading cause of preventable disease.

 

Source: MarketCapWatch

This ranking highlights the financial scale of the companies powering the backbone of artificial intelligence — from GPUs and chips to cloud platforms and enterprise AI. NVIDIA ($4.45T) leads by a wide margin, cementing its role as the compute engine of the AI era. Microsoft ($3.8T), Apple ($3.6T), and Alphabet ($2.9T) follow as hyperscale cloud and platform leaders, while Amazon ($2.3T) and Meta ($1.8T) continue to expand their AI infrastructure footprints.

Beyond the U.S. giants, Tencent ($757B), Alibaba ($355B), Samsung ($430B), and Cambricon ($73B) showcase Asia’s growing role in AI infrastructure. Palantir ($416B) stands out as a specialized AI platform player, while AMD ($349B), Intel ($173B), and Qualcomm ($165B) remain critical in the chip race.

 

Source: MarketCapWatch

 

Source:1. MarketCapWatch 2. Patent300

 

This ranking highlights the scale of America’s top government technology and contracting companies. Oracle ($803B) leads the pack, followed by Palantir ($424B), showing how software and data analytics are now as central to government as traditional defense primes like Lockheed Martin ($114B) and RTX ($219B). Tech giants like IBM, Salesforce, and Cisco also feature prominently, reflecting the deep integration of enterprise IT into government operations.

Source: MarketCapWatch

 

Source: https://www.marketcapwatch.com/all-countries/

This treemap compares the market capitalization of listed companies across the world’s major blocs. The United States dominates with $69.9T, followed by China at $19.8T. Japan ($7.2T), the UK ($4.2T), France ($3.2T), Canada ($3.8T), and Germany ($2.9T) round out the G7, while India ($5.1T),Saudi Arabia ($2.5T), and others highlight BRICS’ growing presence. The “Rest of the World” collectively accounts for $24.7T.

 
  • 2014–2016: The “China Surge” — Alibaba and Tencent rose rapidly on e‑commerce and mobile internet growth.

  • 2017–2019: Social platform wars — Meta and Tencent both thrived as global attention shifted to social ecosystems.

  • 2020–2021: Cloud explosion — Amazon’s AWS dominance pushed it past $1.6T, while Meta neared $1T.

  • 2022–2023: Diverging paths — U.S. tech rebounded with AI pivots, while Chinese firms faced regulatory headwinds.

  • 2024–2025: AI & scale — Amazon (Amazon market cap $2.3T) and Meta (Meta market cap $1.9T) surged, cementing U.S. dominance; Tencent (Tencent market cap $757B) and Alibaba (Alibaba market cap $392B) remain strong but no longer in the same league.

 

Source: MarketCapWatch

 

A visual tour of the region’s companies ranked in the global top 150 by market cap Source: MarketCapWatch

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