Key Takeaways
- Two artificial intelligence (AI) stocks, Broadcom and Meta Platforms, are poised to join the $2 trillion club in 2026, according to Wall Street.
- Broadcom’s AI chip growth and Meta’s early dominance of the AI smart glasses market have captured analysts’ attention.
- The average 12-month price target for Broadcom reflects a potential upside of 29%, while the consensus 12-month price target for Meta is around 32% above the current share price.
- The AI infrastructure boom shows no signs of slowing down, driving higher demand for Broadcom’s custom accelerators and growing Meta’s advertising revenue.
Introduction to the $2 Trillion Club
The $2 trillion club is an exclusive group of companies with a market capitalization of over $2 trillion. Currently, the club has only five members: Nvidia, Alphabet, Apple, Microsoft, and Amazon. However, according to Wall Street, two artificial intelligence (AI) stocks, Broadcom and Meta Platforms, are poised to join the club in 2026. As Keith Speights notes, "The AI infrastructure boom shows no signs of slowing down. On the contrary, Broadcom expects its customers to invest even more heavily in AI in 2026."
Broadcom’s Potential to Join the $2 Trillion Club
Broadcom, a semiconductor and infrastructure software company, has a market cap of roughly $1.7 trillion. The company came close to reaching the $2 trillion level in late 2025 but has since retreated by a double-digit percentage. However, Wall Street believes that Broadcom will rebound and then some this year. The average 12-month price target for the stock reflects a potential upside of 29%. As CEO Hock Tan noted in the company’s fourth-quarter update, "We see the momentum continuing in Q1 and expect AI semiconductor revenue to double year-over-year to $8.2 billion, driven by custom AI accelerators and Ethernet AI switches." This growth in AI semiconductor revenue is a key factor behind analysts’ optimism about the stock.
Meta Platforms’ Potential to Join the $2 Trillion Club
Meta Platforms, with a market cap approaching $1.6 trillion, is also poised to join the $2 trillion club. Like Broadcom, Meta almost joined the club last year, but its stock declined somewhat. Analysts are even more bullish about Meta than they are about Broadcom, with the consensus 12-month price target for the stock around 32% above the current share price. Meta’s early dominance of the AI smart glasses market and its significant investment in developing AI superintelligence (ASI) have captured analysts’ attention. However, the primary attraction for Meta is the advertising strength of its social media platforms, including Facebook, Instagram, Messenger, and WhatsApp, which had a combined 3.54 billion daily average users in September 2025.
The AI Infrastructure Boom
The AI infrastructure boom is a key driver of growth for both Broadcom and Meta. As Keith Speights notes, "The AI infrastructure boom shows no signs of slowing down. On the contrary, Broadcom expects its customers to invest even more heavily in AI in 2026." This trend should drive higher demand for Broadcom’s custom accelerators and grow Meta’s advertising revenue. For example, Meta CEO Mark Zuckerberg said in his company’s latest quarterly update that its AI recommendation systems led to users spending 5% more time on Facebook in the third quarter of 2025 and 10% more time on Threads. The total time users spent watching videos on Instagram jumped more than 30% year-over-year.
Should You Buy Broadcom and Meta Stocks?
While the potential for Broadcom and Meta to join the $2 trillion club is exciting, it’s essential to approach these stocks with a critical eye. As Keith Speights notes, "Don’t invest in Broadcom or Meta solely because Wall Street believes they’ll attain market caps of over $2 trillion this year." However, he agrees with analysts’ enthusiasm about both AI stocks, citing the AI infrastructure boom and the growth potential of these companies. Ultimately, the decision to buy Broadcom and Meta stocks should be based on a thorough analysis of the companies’ fundamentals and growth prospects, rather than just their potential to join the $2 trillion club. As Zuckerberg said in the Q3 earnings call, "[I]f we deliver even a fraction of the opportunity ahead for our existing apps and the new experiences that are possible, then I think that the next few years will be the most exciting period in our history."
https://www.fool.com/investing/2026/01/18/these-2-ai-stocks-could-join-the-2-trillion-club-i/