Certain Wall Street analysts expect Nvidia and Microsoft to achieve market values of $4 trillion in 2025, something no publicly traded company has accomplished. Nvidia is the market leader in data center graphics processing units,

Meta Platforms and most other U.S. stocks are rising Thursday following a rush of profit reports from some of the country’s most influential companies, but drops for Nvidia and Microsoft are keeping the market in check.

Tesla, IBM and Meta Platforms helped lead most U.S. stocks higher following a rush of profit reports from some of the country’s most influential companies. The S&P 500 climbed 0.5%

It's worth noting that Microsoft isn't a cheap stock. Even after this move, Microsoft trades for about 30.5 times forward earnings estimates. Given the company's operating income growth of 17% year over year, this seems like a reasonable, but not dirt cheap, valuation.

Microsoft is set to report fiscal second-quarter earnings after the market closes Wednesday, with analysts largely bullish despite what Morgan Stanley called a growing “wall of worry."