Finbold·2026-01-10 17:49Core Insights - The article discusses a potential shift in market capitalizations, suggesting that companies outside the technology sector may soon reach $1 trillion valuations, driven by pricing power, resilient demand, and durable growth drivers. Group 1: Eli Lilly (NYSE: LLY) - Eli Lilly is valued at approximately $953.4 billion as of January 10, 2026, needing an additional $46.6 billion to reach a $1 trillion market cap [2] - The company's growth is supported by strong demand for its GLP-1 therapies, which are bolstered by broader insurance coverage and increased physician adoption [3] - Investor confidence is enhanced by advancements in oral obesity treatments and diversification into immunology, oncology, and Alzheimer's disease [4] Group 2: Walmart (NASDAQ: WMT) - Walmart is currently valued at roughly $913.1 billion, requiring about $86.9 billion to achieve a $1 trillion market capitalization [6][7] - The retailer benefits from defensive stability and growth in higher-margin businesses such as e-commerce, advertising, logistics, and digital healthcare [8] - Management's focus on margin discipline while scaling new revenue streams positions Walmart as a diversified consumer platform with durable cash flows [9]