Walmart(US:WMT) Yahoo Finance·2026-01-13 09:11Group 1: TSMC and AI Demand - TSMC is rapidly expanding its chip-on-wafer-on-substrate capacity to meet the high demand from Nvidia and other competitors, resulting in a significant backlog for AI-accelerated data centers, which is expected to drive sustained double-digit sales growth for TSMC [1] - TSMC reached a $1 trillion market cap in July 2024, largely due to the increasing demand for graphics processing units (GPUs) linked to artificial intelligence [2] - The AI-driven market for software and systems is projected to be worth $15.7 trillion by 2030, benefiting companies like TSMC that are integral to AI hardware and software applications [3] Group 2: Broadcom's Growth and AI Solutions - Broadcom also surpassed the $1 trillion market cap in December 2024, driven by its AI-networking solutions that connect numerous GPUs to enhance their computational capabilities [6][7] - The company is recognized for developing specialty AI chips aimed at hyperscale clients, which is anticipated to significantly boost Broadcom's AI-related sales [8] Group 3: Walmart's Path to Trillion-Dollar Status - Walmart is identified as a strong candidate to become the next trillion-dollar stock, leveraging its extensive history of stock splits and its significant market presence [10][11] - The company's size allows it to purchase products in bulk, enabling competitive pricing against local and national retailers, which enhances its value proposition [12] - Walmart's strategy includes utilizing AI for supply chain management and improving operational efficiency, which is expected to contribute to its growth [15] - The Walmart+ subscription service has driven a 27% increase in global e-commerce sales, positioning it as a key profit driver moving forward [16] - With a current market cap of $913 billion, Walmart requires only a 10% increase to join the trillion-dollar club, supported by various growth catalysts [17]