Titan Stock Analysis: Navigating the Giants

Independent, data-driven fundamental analysis on global industry leaders.

Specifically focus on Technology and Biotechnology.

Global Top 100 by Market Capitalization

Top 10 Capital Markets

Top 100 US Companies by Market Capitalization

Article list:

  • Top 100 US companies by market capitalization

    Top 100 US companies by market capitalization (as of 2026/3/30) Ranking Company Ticker Market Cap. 1 NVIDIA NVDA 4.07T 2 Apple AAPL 3.66T 3 Alphabet (Google) GOOG 3.31T 4 Microsoft MSFT 2.65T 5 Amazon AMZN 2.14T 6 Broadcom AVGO 1.43T 7 Tesla TSLA 1.36T 8 Meta (Facebook) META 1.33T 9 Berkshire Hathaway BRK-B 1.01T 10…

  • Global top 100 companies by market capitalization as of 2025/12/23

    The table below presents the top 100 global companies by market capitalization. Please click on the links to access articles for each company. I will continuously update the articles for each company in the list. The global top 100 companies by market capitalization (as of 2025/12/23) Rank Company ticker 1 NVIDIA NVDA 2 Apple AAPL…

  • Palantir – 2025Q3 report

    As of January 2026, Palantir has released its Q3 2025 results (for the period ended September 30, 2025). This quarter was described by management as a “defining moment,” characterized by massive AI-driven acceleration. Below is the detailed summary in English: 1. Financial Performance Summary 2. Segment Analysis (The “US Engine”) The growth was almost entirely…

  • Palantir – Competitions

    Palantir’s technical moat is built on its ability to solve the Data-to-Decision gap, whereas most competitors focus on the Data-to-Insight gap. In 2026, the primary technical battleground has shifted from simple data storage to AI Agent Orchestration. 1. The Architectural Moat: Ontology vs. Relational Tables The fundamental technical differentiator is Palantir’s Ontology. While Snowflake and…

  • Palantir – History

    The history of Palantir Technologies can be broken down into four distinct phases, transitioning from a secretive government contractor to a major AI power. Phase 1: Foundation and Intelligence Roots (2003–2008) The company was founded in 2003 by Peter Thiel, Alex Karp, and others to apply PayPal’s fraud-detection logic to counter-terrorism. Core Technology: Human-Assisted Link…

  • J&J – 2025Q3 report

    Here is the detailed summary of the J&J 3Q 2025 10-Q report: Based on the Johnson & Johnson 3Q 2025 10-Q report, here is the detailed summary regarding the talc litigation: Based on the Johnson & Johnson 3Q 2025 10-Q report, here is the Income Statement summary and Segment Revenue analysis (Amounts in USD billions):…

  • J&J – Competitions

    Based on Johnson & Johnson’s (JNJ) full-year 2024 financial results and Q3 2025 performance updates, the company operates through two primary segments following the spin-off of its consumer health business (Kenvue). Revenue Ranking by Segment (Full-Year 2024) Business Segment 2024 Revenue (USD) % of Total Revenue Key Growth Drivers Innovative Medicine $56.96 Billion 64.1% Darzalex,…

  • J&J – History

    The history of Johnson & Johnson (J&J) spans over 135 years, evolving from a small surgical dressing supplier to a global healthcare leader. It can be divided into five major phases: 1. The Foundation and Sterile Revolution (1886–1910) Founded by brothers Robert Wood Johnson, James Wood Johnson, and Edward Mead Johnson, the company was inspired…

  • Exxon – 2025Q3 report

    Financial Results Overview ● Net Income for Q32025: 8.6 billion dollars (compared to 9.07 billion dollars in the same period last year). ● Diluted Earnings Per Share (EPS): 1.93 dollars. ● Cash Flow from Operations: Reached 17.6 billion dollars this quarter, showing strong performance sufficient to cover capital expenditures and shareholder distributions. ● Capital and…

  • Exxon – Competitions

    1. Competitive Positioning and Market Power ExxonMobil operates as a vertically integrated supermajor. Its primary competitive advantage lies in its massive scale and its ability to manage the entire value chain from exploration to the gas station pump. In the Porter’s Five Forces framework: 2. Primary Competitor Categories ExxonMobil’s competitors are generally grouped into two…

  • Exxon – History

    The history of Exxon is a defining narrative of the global energy industry. It evolved from a dominant monopoly into one of the world’s largest publicly traded energy companies. Here is the breakdown by stages: Stage 1: The Rockefeller Era and Standard Oil (1870–1911) The company’s roots lie in the mid-19th century oil boom in…

  • Mastercard 2025Q3 report

    This summary is based on Mastercard’s 10-Q financial report for the third quarter of 2025, covering the company’s financial performance, business drivers, legal proceedings, and capital allocation as of September 30, 2025. 1. Financial Performance Overview Mastercard delivered strong growth in Q3 2025: 2. Business Segments and Growth Drivers Revenue growth was primarily fueled by…

  • Samsung – 2025Q3 report

    Here is the summary of Samsung Electronics’ 3Q 2025 earnings results in English: Here is the Income Statement and Department Revenue analysis based on the Samsung 3Q 2025 earnings report: Consolidated Income Statement (KRW) Item Amount (Trillion) % of Total Rev YoY Change Total Revenue 86.1 100% +27.7% Cost of Sales 51.5 59.8% +11.2% Gross…

  • Samsung – Competitions

    In 2026, Samsung Electronics faces a complex competitive landscape characterized by an intense “AI Supercycle” and fierce rivalry in advanced hardware. The company is currently engaged in a high-stakes battle to reclaim its leadership in semiconductors while defending its smartphone crown against Apple. 1. Semiconductor Rivalry: The AI & 2nm Race The semiconductor division (DS)…

  • Samsung – History

    The history of Samsung can be categorized into four distinct stages, evolving from a small trading company into a global technology powerhouse. Stage 1: Foundation and Diversification (1938–1960s) In 1938, Lee Byung-chul founded Samsung Sanghoe in Daegu, Korea. It started as a small trading company exporting dried fish, vegetables, and noodles to China. During this…

  • Mastercard – Competitions

    In the current landscape of 2025–2026, Mastercard’s competitive strategy has moved beyond the “Card War” into a race for Digital Infrastructure and Value-Added Services (VAS). Here is an analysis of how Mastercard competes across different sectors: 1. The Duopoly Battle: Mastercard vs. Visa Visa remains the primary rival, but the nature of their competition has…

  • Mastercard – History

    The history of Mastercard is characterized by its evolution from a cooperative of regional banks into a global leader in payment technology. Here is the breakdown of its history into five key stages: Stage 1: The Birth of the Interbank Alliance (1966-1968) Unlike its main competitor, Visa (which started as a program by Bank of…

  • Oracle – FY26Q2 report

    Financial Performance Overview Total Revenues: For the second quarter of fiscal 2026, revenues reached 16,058 million, a 14% increase compared to 14,059 million in the prior year period. Net Income: Net income for the quarter is 6,135 million, growing from 3,151 million in the same quarter last year. Operating Margin: The GAAP operating margin was…

  • Oracle – Competitions

    Oracle’s core technology stack encompasses a complete range from specialized hardware optimization to top-tier Artificial Intelligence applications. In the 2026 technological roadmap, Oracle focuses all core innovations on Automation and AI Integration. 1. Database Core Technology: Converged & AI-Driven The Oracle Database is no longer just a storage tool; it is a Converged Database capable…

  • Oracle – History

    The history of Oracle Corporation can be divided into five distinct eras, reflecting the evolution of data technology from early mainframes to modern artificial intelligence. 1. The Foundation and Innovation Era (1977-1982) This period marks the birth of the first commercial relational database, inspired by Edgar F. Codd’s research paper on the relational model. Revenue…

  • Visa – M&As

    Visa has conducted several M&As recently to enhance its capabilities in fintech. These transactions highlight Visa’s strategy of using its massive cash reserves to buy modern, cloud-native technology stacks. 1. Tink (Open Banking) This acquisition was a strategic pivot after Visa’s planned $5.3 billion acquisition of Plaid was blocked by US regulators on antitrust grounds.…

  • Visa – FY2025 report

    Here is a detailed summary of the Visa Inc. Fiscal Year 2025 10-K report (for the fiscal year ended September 30, 2025): Financial Performance Highlights Key Operational Metrics Strategic Growth Pillars Major Investments and Acquisitions Risk Factors and Challenges Based on the Visa Inc. Fiscal Year 2025 10-K report (for the year ended September 30,…