Nvidia and Microsoft have taken the $4 trillion bar, who will be next?

BestBrokers analysts have named new contenders to the "club" of companies with a capitalization of $4 trillion. According to their calculations, Meta, the owner of the social networks Instagram and Facebook, as well as one of the leaders in the field of artificial intelligence, may be the fastest to reach the coveted mark. At the same time, the race for the $1 trillion mark is unfolding: new players are reaching this level, intensifying the competition for a place in the elite club.

Meta Platforms, which owns social networks Instagram and Facebook, could be the next candidate for the "club" of companies with a capitalization of $4 trillion. According to a new analysis by BestBrokers, the market value of the media giant, which now stands at about $1.89 trillion, could more than double and reach this mark by February 2027, writes GuruFocus.

This forecast comes shortly after bigtechs Nvidia and Microsoft became the first in history to break the $4 trillion bar: their success underscores the extent to which enthusiasm around artificial intelligence has changed the valuations of tech companies. Analyst Paul Hoffman noted that Meta's bet on AI-based tools and the meta universe is bringing back investor confidence, while advertising continues to provide steady cash flow, GuruFocus reported.

AI and data center chip maker Broadcom is also in the race, with projections suggesting its capitalization could reach $4 trillion by Ma 2027 amid soaring demand, BestBrokers says.

"Broadcom's key role in producing chips for AI and data center technology is providing the company with rapid growth," SeekingAlpha quoted Hoffman as saying. The company's journey from relative obscurity to tech giant status has impressed Wall Street, the analyst added.

Other tech giants are also on their way to the elite "$4 trillion club," albeit over the longer term. For example, online retailer Amazon, now valued at about $2.43 trillion, and major semiconductor maker TSMC, capitalized at about $1.24 trillion, are projected to reach that mark by 2028. Meanwhile, Google's parent company Alphabet and iPhone maker Apple are moving at a more moderate pace due to changing market dynamics and growing competition: according to BestBrokers analysis, they will reach $4 trillion in August 2029 and January 2031, respectively. In doing so, Apple became the first publicly traded company in history to be capitalized at $1 trillion, before successively surpassing the $2 trillion and $3 trillion marks.

The race for the $1 trillion mark looks no less interesting: bank JPMorgan, retailer Walmart and corporate software provider Oracle have approached this milestone and may reach it within the next year, SeekingAlpha writes with reference to BestBrokers.

Among fast-growing companies, video streaming company Netflix and military and civilian AI developer Palantir were unexpected contenders. In the case of Palantir, its previous momentum had previously indicated a timeframe of about three and a half years before reaching the $1 trillion mark, but its growth rate over the past year has sharply reduced those estimates to just a year and seven months, BestBrokers notes.

For investors, the general conclusion is obvious: the race for $4 trillion is not only a matter of prestige, but also an indicator of which sectors are attracting capital. AI, semiconductors and digital platforms are now leading the way, notes GuruFoсus.

"As 2025 rolls around, the $4 trillion capitalization race is becomingmorethan just numbers: it reflects where innovation, strategy and investor sentiment converge, changing the landscape of the global economy. Meta and Broadcom are rewriting expectations, and the industry is watching with interest to see who will be the next holder of the record milestone," said Hoffman.

This article was AI-translated and verified by a human editor