Updated US Mega-Cap Tech Net Income & Market Cap Analysis (2025 Q3)

This analysis is based on a Reddit post [4] presenting updated net income comparisons for US mega-cap tech companies. Internal data [0] confirms Broadcom (AVGO) has overtaken Meta (META) in market cap ($1.60T vs $1.50T). Net income rankings (Q3 2025) show Alphabet (GOOGL) leading at ~$33B, followed by Nvidia (NVDA) at ~$30.2B and Microsoft (MSFT) at ~$27.7B [0]. Sector trends indicate AI-driven semiconductors (NVDA, AVGO) are outperforming social media (META) and some software firms (ORCL) [0].

Cross-domain connections reveal AI demand is a primary driver of semiconductor profitability (NVDA’s 94% YoY revenue growth [3]). Social media firms like Meta face growth slowdowns (1-month decline of -18.97% [0]), while software giants MSFT and GOOGL maintain consistent performance. The overtaking of Meta by Broadcom signals a shift in investor preference towards AI infrastructure over consumer-facing tech.

: High valuations for PLTR (334x P/E), AVGO (84.7x), and NVDA (43.9x) pose correction risks [0]. Semiconductor firms are vulnerable to AI demand volatility [0]. : AI-driven companies may continue to benefit from ongoing tech adoption if growth targets are met.

Net income rankings (Q3 2025): 1. GOOGL (~$33B), 2. NVDA (~$30.2B),3. MSFT (~$27.7B),4. AAPL (~$27.6B),5. AMZN (~$19.9B),6. META (~$15.8B),7. AVGO ($8.4B [1]),8. ORCL (~$3.15B),9. TSLA (~$1.56B),10. AMD ($1.24B [2]),11. PLTR (~$0.33B). Market cap rankings: NVDA ($4.36T) > AAPL ($4.01T) > GOOGL ($3.62T) > MSFT ($3.51T) > AMZN ($2.36T) > AVGO ($1.60T) > META ($1.50T) [0]. Note: Some net income figures are approximations using revenue and margin data.