Nvidia Corp. and Microsoft Corp. continue to go from strength to strength.
They are both are having strong years as globally dominant technology companies advancing the artificial intelligence revolution.
Here are updates:
Microsoft (NDQ: MSFT) is the world’s largest software company. Its Windows operating system runs on about 90% of the world’s personal computers. Microsoft also owns LinkedIn and markets the Xbox gaming system. It is a leader in the evolving generative applications of artificial intelligence.
Performance: The shares are up 17% year to date at their current price of US $509.. They are 449% higher than their 2018 recommended price.
Recent developments: Microsoft’s 2025 third quarter results were strong across the board. Net income of $25.82 billion was 17.6% higher than a year ago. Quarterly revenue of $70.07 billion, up 13.3% higher.
Notably, Azure and other cloud services grew 29%, with 8 percentage points of that growth driven by AI demand.
In early July. Microsoft announced the layoff of 9,100 employees, its largest workforce reduction in over two years. Cuts hit the Xbox gamingdivision especially hard. These layoffs follow earlier rounds in May and June totaling over 6,000 cuts. The moves are due in part to AI software now performing roles traditionally done by programmers.
Despite the layoffs, Microsoft plans to invest $80 billion in AI infrastructure this fiscal year.
Dividend: Microsoft raised its quarterly dividend by 10.7% with the December payment to $0.83, its 23rd year of increase. The annual rate of $3.32 yields 0.8%. It also has a $60 billion share repurchase program.
Nvidia (NDQ: NVDA) made its name with the graphic processor units used in gaming systems such as Microsoft’s XBox, but it is now a leader in the chips used in artificial intelligence (AI) and cloud-based computing applications. These processors run such things as autonomous robots, self-driving cars and drones.
Nvidia (NDQ: NVDA) is up 28% year-to-date at the current price of US$172.
Recent developments: Nvidia’s shares have regained momentum after a selloff in March caused by worries about competition from a Chinese technology company called DeepSeek. Deep Seek’s chips allegedly performs powerful calculations at a bargain-basement price.
Thereafter the shares resumed their rise, including 15% in June, three times the rise of the S&P 500.
Nvidia surpassed a market capitalization of $4 Trillion last month which makes it the world’s most valuable company. Its chips are the backbone of AI infrastructure.
At the end of May, Nvidia reported its first quarter of 2026. Revenue rose 69% to $44.1billion, driven by global demand for AI chips, including its powerful flagship, Blackwell. Blackwell is 2.5 times faster than previous processors.
It’s AI and data centre products account for 89% of revenue because its chips are vital for other companies. Strategic partnerships with Microsoft, Amazon, Meta, and Mercedes-Benz as examples, ensure its chips are embedded in everything from gaming consoles to medical imaging systems, to factory-floor robots and self-driving cars.
Dividend: Nvidia pays a $0.16 annual payment which yields 0.02% at current prices. It also has an active share buyback program.
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Adam Mayers 
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