Usman Salis
⬤ Alphabet's Class A shares (GOOGL) have pushed ahead of Microsoft (MSFT) in total market capitalization, shaking up the rankings of the world's biggest companies. Tthe latest data shows Google climbing to third place globally by market value. The numbers tell the story: Google now sits at roughly $3.67 trillion while Microsoft trails just behind at about $3.66 trillion.
⬤ Looking at the bigger picture since 2017, the race has been tight but telling. Google's market cap has surged 671.75 percent over this period, while Microsoft posted an even stronger 816.05 percent gain. But here's the interesting part: despite Microsoft's higher long-term growth percentage, Google's recent performance has been strong enough to close the gap and pull ahead.
⬤ The growth rates show the competitive nature of this rivalry. Google's been growing at 24.3 percent annually, while Microsoft has maintained a slightly higher 26.6 percent compound annual growth rate. What changed? Microsoft's recent momentum cooled off a bit, giving Google the opening it needed. Market expectations around Google's AI strategy and growth potential have clearly been heating up.
⬤ This shift matters beyond just bragging rights. Both companies are major players that influence market sentiment, index weightings, and where big money flows. When their positions flip, it usually signals changing views on who's winning in cloud computing, artificial intelligence, and digital advertising. Google's move to the top spot shows just how quickly leadership can change in the tech world.
Usman Salis
