Yahoo Finance·2025-10-20 11:30Group 1 - Nine U.S. stocks have a market cap above $1 trillion, with four exceeding $3 trillion, largely driven by AI spending [2] - Visa is currently the 14th largest U.S. company with a market cap of $650 billion, benefiting from the shift to digital payments [4] - Visa's revenue grew 14% year-over-year to $10.2 billion, with a net income of $20 billion and free cash flow of $22 billion over the last 12 months [5][6] Group 2 - Visa's growth is supported by a 7% year-over-year increase in total cards in circulation, reaching 4.8 billion [6] - Visa operates with a price-to-earnings ratio of 33, indicating high-quality business with little competition [7] - ASML is positioned as a key beneficiary of AI spending, providing essential lithography machines for semiconductor manufacturing [8] Group 3 - Visa is expected to surpass a $1 trillion market cap by 2030 due to its steady growth trajectory [9] - ASML remains undervalued despite its critical role in the AI sector [9]