Global Top 100 Companies by Market Cap.

  • Global top 100 companies 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 market capitalization compaines (as of 2025/12/23) Rank Company ticker 1 NVIDIA NVDA 2 Apple AAPL 3…

  • Meta – competitions

    Meta’s technological landscape has shifted from being a social media developer to an AI-first company. Its technology stack now serves as the foundation for both its advertising engine and its future hardware ecosystem. 1. Artificial Intelligence and Large Language Models (LLMs) AI is the “engine room” of Meta, powering everything from content discovery to automated…

  • Meta (Facebook) – Background and History

    The history of Meta can be divided into four distinct eras, reflecting its evolution from a university project to a global technology titan focused on artificial intelligence and virtual reality. Phase 1: The Growth of a Social Network (2004-2008) This period marks the transition from a niche campus tool to a global phenomenon. Business Development:…

  • Amazon – 2025Q3 report

    Amazon.com, Inc. Q3 2025 Financial Performance Summary 1. Overall Financial Performance 2. Major One-time Charges and Accounting Changes Profitability this quarter was impacted by several substantial expenses: 3. Segment Analysis 4. Investment and Capital Expenditures (CAPEX) Amazon is aggressively expanding investment in technical infrastructure to support AWS and AI initiatives: 5. Legal and Regulatory Risks…

  • Amazon – Competitions

    Executive Summary: A Digital Empire at a Historical Turning Point By 2026, Amazon faces its most complex competitive environment in 30 years, standing at a crossroads of defense and reinvention. Despite 2025 revenue exceeding 630 billion dollars, structural anxieties remain. The company is shifting from scale expansion to efficiency and AI-driven growth. In retail, it…

  • Amazon – Background and History

    Here is the translation of Amazon’s historical stages and business development into English: Stage 1: Online Bookstore and IPO (1994-1997) The focus of this stage was on building brand awareness and transitioning from a private startup to a public company. 1994: Jeff Bezos founded the company in a garage, originally named Cadabra. 1995: Amazon.com officially…

  • Deep Analysis of OpenAI’s Financial Deficits and Structural Losses

    Executive Summary: The Profit Paradox of the AI Century OpenAI’s financial trajectory represents one of the most complex and paradoxical cases in modern corporate history. As of late 2025, the company has become a titan in the tech sector with a valuation of approximately $500 billion and an annualized revenue run rate exceeding $13 billion.…

  • Microsoft – FY26Q1 report

    Microsoft delivered a strong performance in FY26 Q1, exceeding market expectations driven by robust demand for cloud and AI services. Here is the summary of key highlights: 1. Overall Financial Performance: Above Expectations 2. Core Business Segment Performance All business segments saw growth, with Intelligent Cloud being the standout performer: 3. AI Investment and Capital…

  • Microsoft – Competitions

    Deep Dive into Microsoft’s Three Core Business Segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing 1. Business Segment One: Intelligent Cloud – The Battle for Supremacy Intelligent Cloud is the cornerstone of Microsoft’s valuation logic and its primary growth engine for the next decade. This segment includes the Azure public cloud platform,…

  • Microsoft – background and history

    The history of Microsoft can be categorized into five distinct eras, defined by leadership changes and strategic pivots. 1. The Founding and the MS-DOS Breakthrough (1975–1985) Business Development: The core strategy was the “per-processor licensing” model adopted in the early 1980s. Regardless of whether hardware manufacturers installed MS-DOS, they had to pay a royalty to…

  • Deep Dive Analysis: Google’s Acquisition of Wiz – Strategic Synergies and Technical Integration

    Executive Summary In March 2025, Alphabet Inc. (Google’s parent company) announced the acquisition of cloud security unicorn Wiz for $32 billion in an all-cash transaction. This deal, the largest in Google’s history, marks a pivotal moment in the global cloud computing and cybersecurity markets. The transaction follows Wiz’s rejection of a $23 billion offer from…

  • Google – 25Q3 report

    Executive Summary: Alphabet Inc. Q3 2025 Form 10-Q Report Alphabet Inc. demonstrated robust financial growth in its core advertising and cloud computing sectors for the quarter ended September30, 2025, despite navigating significant legal and regulatory hurdles. 1. Overall Financial Performance 2. Segment Highlights 3. Legal and Regulatory Challenges 4. Strategic Investment and Capital Allocation 5.…

  • Google – Competitions

    Erosion of Hegemony: Dynamic Shifts in Search and Advertising Market Share 1. The Loosening of Google’s Gateway Status For over two decades, “Google” has functioned as both a noun and a verb, representing the primary entry point to the internet. However, by 2025, data indicates this status is fracturing. The most significant market signals are…

  • Google’s Background and History

    Here is the translation of the history section into English: 1. Early Years: From a Garage Project (1996-1998) 2. Rapid Expansion and Commercialization (2000-2004) 3. Building the Ecosystem (2005-2014) 4. Restructuring and the AI Era (2015-Present) Sources:

  • Apple’s FY25Q3 Report

    Financial Performance and Operational Highlights Apple delivered strong financial results in fiscal year 2025, with total net sales reaching $416.16 billion, a 6% increase over the previous year. Net income stood at $112.01 billion, resulting in diluted earnings per share (EPS) of $7.46. The company maintained a robust overall gross margin of 46.9%. Notably, the…

  • Apple’s Tech and Competitions

    Apple sustains its revenue through five major product and service categories: iPhone (smartphones), Mac (computers), iPad (tablets), Wearables, Home and Accessories (Apple Watch, AirPods, etc.), and Services. iPhone vs Galaxy vs Pixel 1. Product Positioning & Hardware Specs As of early 2026, the flagship landscape is defined by the following characteristics: Feature Apple iPhone 17/18…

  • Apple’s Background and History

    The History of Apple: The Fusion of Hardware Aesthetics and Ecosystem Hegemony I. The Founding and Personal Computer Revolution (1976 – 1996) Core Technology: 1977: Apple II: The first commercially successful personal computer, featuring color graphics and expansion slots. 1984: Macintosh: The world’s first personal computer to commercialize the Graphical User Interface (GUI) and the…

  • Core Technologies and Competitions of Nvidia

    Technical overview of NVIDIA’s ecosystem 1. Generational Leap in Hardware Architecture NVIDIA’s hardware evolution extends beyond increasing transistor counts; it focuses on hardware-level acceleration for specific AI workloads: Blackwell (B200): Utilizes a dual-die package to surpass the physical limits of a single chip. It introduces FP4 precision and the 2nd Generation Transformer Engine, delivering up…

  • Nvidia FY26Q3 earning release

    FY2026 Q3 Performance Summary Revenue growth – FY2026 Q3 revenue reached $57.0B, up 62% year-over-year and 22% quarter-over-quarter, reflecting continued strength in AI infrastructure demand. Data Center momentum – Data Center revenue grew 66% year-over-year, driven by broad adoption of the Blackwell architecture across hyperscalers, enterprises, and sovereign customers. System-level adoption – Strong growth in…

  • NVIDIA: Background and History

    NVIDIA was founded in 1993 and is headquartered in Santa Clara, California. It is a world-leading fabless semiconductor company that has transformed from a provider of 3D graphics chips into the dominant force in global Artificial Intelligence (AI) and Data Center computing. I. Foundation and the Graphics Revolution (1993 – 2005) In its early years,…