Ali Ghodsi, the CEO and cofounder of data intelligence company Databricks, is betting his privately held startup can be the latest addition to the trillion-dollar valuation club.In August, Ghodsi told the Wall Street Journalthat he believed Databricks, which is reportedly in talks toraise funding at a $134 billion valuation, had “a shot to be a trillion-dollar company.” At Fortune’s Brainstorm AI conference in San Francisco on Tuesday, he explained how it would happen, laying out a “trifecta” of growth area ...

Core Viewpoint - Robinhood Markets has experienced significant growth, with a market cap of approximately $130 billion and a stock price increase of over 420% in the past year, positioning it as a leading trading platform, particularly among younger investors [1][2]. Business Performance - The company has transitioned from being unprofitable in 2023 to achieving impressive profit margins of around 40%, indicating strong operational improvements [3]. - Robinhood's platform facilitates easy trading of stocks and cryptocurrencies, as well as participation in prediction markets, contributing to its growth trajectory [2]. Market Sentiment and Valuation - The stock is highly favored by retail investors, reflected in a price-to-earnings multiple exceeding 70, suggesting bullish sentiment regarding its long-term growth potential [4]. - Despite the challenges of reaching a $1 trillion market cap, the stock's performance this year exemplifies its potential for rapid appreciation, with a required increase of approximately 670% from current levels [5]. Growth Opportunities - Robinhood has ample growth avenues in crypto, stock trading, and prediction markets, which could drive its valuation higher by the end of the decade [5]. - The company has recently expanded into new prediction markets, such as those for the NFL and college football, which could further enhance its earnings [3]. Risks and Market Conditions - The overall market sentiment poses a risk, as the stock's performance is influenced by trends in meme stocks and speculative investments [6]. - Historical context shows that economic downturns, such as the one in 2022, can lead to significant declines in stock value, which could hinder Robinhood's growth trajectory [7][8].

Core Insights - Oracle is close to reaching a $1 trillion valuation but faces competition from other companies like Walmart, which is also positioned to achieve this milestone [1][4][12] Oracle - Oracle's market cap peaked at $982 billion after a significant stock increase of over 40% on September 10, 2023, but has since retreated, closing the week with a 25% gain [6][10] - The company's remaining performance obligations (RPO) forecast showed a remarkable year-over-year increase of 359% to $455 billion, driven by signing four multibillion-dollar contracts [9][10] - Oracle's high-margin cloud segment, Oracle Cloud Infrastructure (OCI), is expected to see substantial sales growth, although the company has missed Wall Street's earnings per share consensus in three of the last four quarters [10] Walmart - Walmart closed last week with a market cap of $825 billion and is projected to reach $1 trillion with significant sales growth forecasts: 77% to $18 billion in FY 2026, 78% to $32 billion in FY 2027, 128% to $73 billion in FY 2028, 56% to $114 billion in FY 2029, and 26% to $144 billion in FY 2030 [12][18] - The company benefits from its focus on value and convenience, attracting consumers during economic uncertainty, which may increase foot traffic despite inflationary pressures from tariffs [15][16] - Walmart's embrace of technology, including online retail channels and AI for supply chain management, has contributed to a 25% increase in global e-commerce sales during the fiscal 2026 second quarter [17]

Core Insights - The article discusses the potential of three major healthcare companies—AbbVie, Johnson & Johnson, and Abbott Laboratories—to reach a market capitalization of $1 trillion within the next decade, highlighting their current market caps and required growth rates to achieve this milestone. Group 1: AbbVie - AbbVie has a current market cap of approximately $369 billion and requires a compound annual growth rate (CAGR) of 10.5% to join the trillion-dollar club within 10 years [4] - The company has seen positive revenue and earnings growth driven by its immunology drugs, Skyrizi and Rinvoq, which are expected to continue their sales growth until patent expiration in 2033 [5] - AbbVie has a strong pipeline and has made recent acquisitions in various fields, enhancing its growth prospects [6] - The company has increased its dividends for 53 consecutive years, offering a forward yield of 3% [7][8] Group 2: Johnson & Johnson - Johnson & Johnson currently has a market cap of $429 billion and needs an 8.8% CAGR over the next decade to reach a trillion-dollar valuation [9] - The company maintains consistent revenue and earnings due to its diverse portfolio of drugs and medical devices, despite facing some patent cliffs [10] - Johnson & Johnson is developing a robotic-assisted surgery device, Ottava, which could be a significant growth driver [11] - The company has a solid dividend history with 62 consecutive years of payout increases and a forward yield of approximately 3% [12] Group 3: Abbott Laboratories - Abbott Laboratories has a market cap of $231 billion and requires a CAGR of 15.8% to reach $1 trillion by 2035, which is considered a challenging target [13] - The company is diversified across four segments: medical devices, nutrition, diagnostics, and established pharmaceuticals, which helps mitigate risks [13] - Abbott is a leader in continuous glucose monitoring devices, with its FreeStyle Libre being the most successful medical device in history by dollar sales [15] - The company has increased its dividends for 53 consecutive years, with a forward yield of 1.8% [16][17]

Core Viewpoint - Netflix is positioned to potentially reach a trillion-dollar valuation by 2030, driven by its insulated streaming business model and strategic investments in original content and advertising [2][8][12]. Group 1: Financial Performance - As of June 6, 2025, Netflix has a market capitalization of $528 billion and has seen its shares increase by 39% in 2025 [1]. - The company aims to double its revenue to $80 billion and triple its operating income to approximately $33 billion over the next five years [8]. - To achieve a $1 trillion market cap, Netflix would need to trade at a price-to-sales (P/S) multiple of 12.5 or about 30 times its operating income [13]. Group 2: Competitive Landscape - Netflix faces increasing competition from major players such as Walt Disney, Paramount Global, Warner Bros. Discovery, Amazon, Alphabet, and Apple [9]. - The company has invested heavily in original content and live broadcasting, including partnerships with the NFL and TKO Group Holdings [10]. Group 3: Strategic Initiatives - Netflix has introduced a low-priced ad-supported tier to remain competitive in the streaming market [11]. - Both subscription and advertising revenues are high-margin for Netflix, which could lead to continued revenue growth and improved operating profit margins [12]. Group 4: Valuation Outlook - Current trends suggest that Netflix can sustain the implied multiples needed to reach a $1 trillion valuation, provided it maintains its market share and does not show signs of deceleration [15][16]. - The company is expected to eventually achieve a trillion-dollar valuation, contingent on successful execution of its strategic initiatives [16][17].

Core Viewpoint - Netflix aims to achieve a trillion-dollar valuation by 2030, driven by strategic growth in subscriber numbers and advertising revenue [1][2]. Group 1: Business Strategy - Netflix has transitioned from a basic streaming service to a major entertainment player by investing heavily in original content, which has attracted a significant subscriber base [3]. - The company plans to create immersive experiences similar to Disney's, with initiatives like Netflix House, featuring replicas of popular show sets [4]. - Netflix is expanding its live sports programming, including high-profile events like boxing matches and NFL games, to enhance viewer engagement [5]. Group 2: Financial Projections - Netflix's five-year plan forecasts revenue to reach approximately $80 billion and operating income to hit around $30 billion by 2030, implying a doubling of revenue and nearly tripling of operating income from the previous year [7]. - The current price-to-sales (P/S) ratio of 11 applied to the 2030 revenue forecast suggests a market capitalization of $880 billion, while the market cap to operating income ratio of 37 indicates a potential valuation of $1.1 trillion [11]. Group 3: Growth Potential - The combination of original content and live sports is expected to sustain customer interest, while the expansion of advertising capabilities presents a high-growth opportunity for Netflix [8]. - If Netflix successfully executes its growth strategy, there is potential for an expansion in valuation multiples, positioning the company as a leading player in both streaming and advertising [13].