Core Insights - The "$2 trillion club" consists of companies with a market cap of at least $2 trillion, with current members including Nvidia, Microsoft, Apple, Amazon, and Alphabet [1][4][10] Group 1: Current Members of the $2 Trillion Club - Nvidia currently leads the club with a market cap of nearly $3.8 trillion, followed closely by Microsoft at approximately $3.7 trillion [4] - Apple, once the largest company, now ranks third with a market cap of just over $3 trillion, facing challenges in AI deployment compared to Nvidia and Microsoft [6] - Amazon holds the fourth position with a market cap of nearly $2.3 trillion, leveraging its AWS cloud services and AI offerings to maintain its market leadership [7] - Alphabet, the parent company of Google, is the fastest-growing major cloud service provider and is also heavily invested in AI technologies [8][9] Group 2: Potential New Members - Meta Platforms is close to joining the club, with a market cap approaching $1.8 trillion, needing a gain of about 23.5% to reach membership [11] - Meta has been criticized for its AI efforts but is actively using AI for content recommendations and advertising, with its AI model having nearly 1 billion active monthly users [12] - Broadcom, with a market cap of $1.24 trillion, faces a steeper challenge, requiring a more than 60% increase in share price to join the club [13] - Broadcom's AI revenue grew 46% year-over-year to $4.4 billion, indicating strong demand for AI networking solutions [14] Group 3: Investment Considerations - Both Meta and Broadcom are viewed as potential long-term investment opportunities, despite short-term volatility and challenges [15]
5 Artificial Intelligence (AI) Stocks Are Worth Over $2 Trillion. Here Are the 2 Most Likely to Join the Club Next.