The exclusive $2 trillion club in the technology sector, which currently includes only five members — Nvidia, Alphabet, Apple, Microsoft, and Amazon — may soon welcome two newcomers, according to Wall Street analysts. This development underscores the burgeoning potential of artificial intelligence (AI) stocks, as companies like Broadcom and Meta Platforms are increasingly seen as viable contenders for this elite market capitalization milestone.
Broadcom, a semiconductor and infrastructure software company, boasts an approximate market cap of $1.7 trillion. Despite a recent decline, analysts are optimistic about its stock’s recovery. The average 12-month price target suggests a potential upside of 29%. If achieved, this would push Broadcom’s market cap to around $2.2 trillion. Central to this optimistic outlook is Broadcom’s growth in AI chip revenue, which CEO Hock Tan reported surged 74% year-over-year in the fourth quarter. The company anticipates further growth, projecting AI semiconductor revenue to double by Q1 2026, reaching an estimated $8.2 billion due to demand for custom AI accelerators and Ethernet AI switches.
While Broadcom’s valuation, with a forward price-to-earnings ratio of 35.3, may initially seem daunting, analysts view the company’s robust growth as a mitigating factor. Notably, almost all of the 48 analysts surveyed by S&P Global rated Broadcom as a “buy” or “strong buy.”
Not far behind, Meta Platforms has a market cap approaching $1.6 trillion and is also considered a strong candidate for entry into the $2 trillion club. Analysts express even greater optimism regarding Meta, with a consensus price target suggesting a potential increase of 32% above its current share price. Should these projections hold true, Meta’s market cap would easily cross the $2 trillion threshold. The company’s position in the AI smart glasses market and its ongoing investment in developing AI superintelligence (ASI) have garnered significant attention.
Meta’s advertising capabilities further bolster this optimism. With a combined 3.54 billion daily average users across its platforms, including Facebook and Instagram, the company reported a 26% year-over-year increase in total revenue for the third quarter of 2025, reaching $51.2 billion. CEO Mark Zuckerberg noted that AI-driven enhancements, particularly in user engagement, have significantly contributed to this revenue growth, with users spending 5% more time on Facebook and 10% more on Threads due to improved AI recommendation systems.
The burgeoning demand for AI technologies presents a robust growth trajectory for both Broadcom and Meta. Industry analysts highlight that the AI infrastructure boom is poised to continue, with Broadcom’s clients expected to increase investments in AI solutions. For Meta, the integration of AI is not only a revenue driver but also critical for maintaining user engagement across its social media platforms.
Investors are advised to consider the long-term potential of both stocks rather than solely focusing on their potential to attain $2 trillion market caps this year. As the AI landscape evolves, companies that successfully leverage this technology are likely to thrive, underscoring the importance of strategic investments in the sector. The next few years could be pivotal for both Broadcom and Meta as they navigate this promising but competitive environment.
For further information on Broadcom, visit Broadcom. To learn more about Meta’s initiatives, check out Meta Platforms.
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