The Motley Fool·2025-12-21 12:12Core Viewpoint - Amazon, Meta Platforms, and Broadcom are positioned to potentially reach $3 trillion market caps by 2026, joining the ranks of Nvidia, Apple, Alphabet, and Microsoft, which currently exceed this threshold [1]. Amazon - Amazon has a current market cap of $2.4 trillion and requires a 25% gain to reach $3 trillion [3][4]. - The company's cloud computing unit, AWS, has shown a revenue acceleration of 20% last quarter, and Amazon is increasing investments in AI infrastructure [5]. - Amazon's e-commerce business is benefiting from investments in robotics and AI, and it trades at a forward P/E ratio of 28 times, indicating potential for growth [5][6]. Meta Platforms - Meta Platforms has a market cap of $1.7 trillion and needs over a 75% gain to reach $3 trillion [6][8]. - The company is currently the cheapest among megacap tech stocks, trading at a forward P/E of below 22 times, with a revenue growth of 26% last quarter [6][9]. - Meta is focusing on AI to enhance its recommendation algorithms and advertising effectiveness, leading to a 14% increase in ad impressions and a 10% rise in ad prices [9][10]. Broadcom - Broadcom's market cap stands at $1.6 trillion, and it has faced a nearly 20% stock value drop recently [11][13]. - The company is experiencing strong growth in its networking portfolio and has significant opportunities in designing custom AI application-specific integrated circuits (ASICs) [12]. - Broadcom has secured major deals, including one with OpenAI, and is collaborating with Apple on AI chip development, which could lead to substantial revenue growth [14][15].