Group 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]

Key Points Walmart's consistent growth may continue to win over investors this year. The stock only needs to rise by another 11% to get to $1 billion in market cap. Its valuation, however, is high at around 40 times earnings. 10 stocks we like better than Walmart › There's a growing number of companies that have reached trillion-dollar valuations in recent years. One stock that's nearing that milestone is retail giant Walmart (NASDAQ: WMT), whose market cap recently totaled around $900 billion. ...

Core Viewpoint - The article discusses the potential for Eli Lilly to join the "trillion-dollar club" by leveraging its weight loss drug portfolio, particularly with the anticipated success of its oral weight loss candidate, orforglipron, which could drive significant revenue growth in the coming years [2][6][14]. Group 1: Market Context - The "trillion-dollar club" refers to companies with a market capitalization of $1 trillion, primarily composed of technology giants and Berkshire Hathaway [4]. - The weight loss drug market is currently valued at approximately $28 billion and is projected to grow to $95 billion by the end of the decade, potentially surpassing $100 billion [5]. Group 2: Eli Lilly's Position - Eli Lilly briefly reached a market capitalization of $1 trillion but has since decreased to around $904 billion [6]. - The company has experienced a 54% revenue gain in the most recent quarter, driven by the volume growth of its weight loss drugs, Mounjaro and Zepbound [9][10]. Group 3: Growth Drivers - Eli Lilly's weight loss portfolio, particularly the drug tirzepatide, has generated blockbuster revenue due to high demand [8]. - The upcoming oral weight loss candidate, orforglipron, is expected to be a significant growth driver, as it is the only oral formulation that does not require dietary restrictions [11][12]. Group 4: Competitive Landscape - Eli Lilly competes with Novo Nordisk in the weight loss drug market, with both companies positioned to benefit from high demand [10]. - Novo Nordisk has applied for regulatory approval for its oral candidate, but Eli Lilly aims to file for regulatory review for orforglipron by the end of the year, potentially allowing it to enter the market shortly thereafter [12][13].

Core Viewpoint - Companies like Eli Lilly and Visa are positioned to potentially reach a market cap of $1 trillion by 2030, making them attractive long-term investment opportunities due to their growth prospects and market positions [1]. Eli Lilly - Eli Lilly has a current market cap of just under $737 billion and needs a compound annual growth rate (CAGR) of 6.3% to reach $1 trillion by 2030, which is below the market's historical performance [3][4]. - The company faces challenges such as market-wide issues and high valuation metrics, with a forward price-to-earnings (P/E) ratio of 35.4, significantly higher than the healthcare sector average of 16 [3][4]. - Eli Lilly's innovative pipeline includes investigational weight management medicines and a promising gene therapy for deafness, positioning it well in the growing weight loss market [5][7]. - The company has a strong dividend growth history, which can enhance returns for long-term investors [7]. Visa - Visa's market cap is just under $679 billion, requiring a CAGR of 8.1% to achieve a $1 trillion valuation by 2030, which is manageable within equity market standards [8]. - The company benefits from inflation as its fees are transaction-based, potentially increasing revenue during economic fluctuations [8][9]. - Visa has demonstrated resilience during economic downturns, maintaining strong performance despite challenges like the pandemic [9][10]. - The company enjoys a dominant position in the payment technology sector with a strong network effect, making it difficult for competitors to disrupt its market [10]. - Visa has significant growth prospects due to the ongoing shift from cash to credit and debit transactions, as well as the expansion of e-commerce [11].