Prediction: This AI Stock Could Be the First New $2 Trillion Company in 2026

• Meta Platforms, Tesla, and Broadcom each person marketplace caps astir $1.6 trillion.

• AI is the driving unit down each 3 banal prices.

• One of these tech leaders is seeing contiguous results from AI spending, and its banal valuation is much charismatic close now.

• 10 stocks we similar amended than Meta Platforms ›

Artificial quality (AI) is liable for adding trillions of dollars successful worth to a fistful of companies implicit the past fewer years. Nvidia, for example, concisely touched a $5 trillion marketplace headdress this year, acknowledgment to its ascendant presumption successful the marketplace for graphics processing units (GPUs). Four different companies beryllium firmly supra the $2 trillion threshold arsenic we attack the caller year.

But 3 AI stocks presently person akin marketplace caps astir $1.6 trillion arsenic of this writing, and are vying to go the archetypal caller $2 trillion institution of 2026: Meta Platforms (NASDAQ: META), Tesla (NASDAQ: TSLA), and Broadcom (NASDAQ: AVGO). Here's my prediction for the adjacent institution to apical the milestone, and it could travel arsenic soon arsenic adjacent year.

Meta, Tesla, and Broadcom person each seen their banal prices heavy influenced by advances successful AI this year.

Meta banal climbed higher aboriginal successful the twelvemonth arsenic its efforts to amended its proposal algorithms bore fruit. Ad gross climbed higher arsenic clip spent connected its apps increased, and ads became much effective. However, the banal took a measurement backmost precocious arsenic absorption shared plans to summation its AI-related spending.

Tesla's worth is heavy tied to its robotaxi work and AI innovations. The banal received a boost implicit the summertime erstwhile it launched its robotaxi aviator successful Austin, Texas. Investors added to those gains connected promising advancement connected the company's next-generation AI spot for its vehicles.

Broadcom's customized AI accelerator concern has gained momentum successful 2025, arsenic the institution signed large contracts with OpenAI and Anthropic, the second of which is buying Alphabet's Broadcom-designed tensor processing units (TPUs). To that end, Alphabet and Broadcom are seeing fantabulous advancement successful shifting much developer workloads to TPUs, which connection greater vigor ratio and outgo savings versus Nvidia's GPUs.

Broadcom banal took a measurement backmost aft its past net report, arsenic galore analysts were disappointed with management's anticipation that greater AI spot income would travel astatine a little gross margin.

While each 3 of these stocks person a way to a $2 trillion valuation successful 2026, I expect Meta Platforms to scope the milestone first. Here's why.