Back to News
quantum-computing

3 Stocks That Will Be Worth $3 Trillion or More in 3 Years

The Motley Fool
Loading...
5 min read
0 likes
⚡ Quantum Brief
Three tech giants—Amazon, Taiwan Semiconductor, and Broadcom—are projected to hit $3 trillion market caps within three years, driven by AI expansion and semiconductor demand. Amazon, currently valued at $2.4 trillion, requires just 8% annual growth to reach the milestone, fueled by AWS’s 24% Q4 revenue surge and AI-driven cloud demand. Taiwan Semiconductor ($1.72 trillion) needs 20% annual growth, achievable via AI chip manufacturing, with management forecasting 25% CAGR through 2029 from AI-driven foundry services. Broadcom ($1.47 trillion) faces the steepest climb at 27% annual growth but leads in custom AI chips, expecting to double AI revenue in Q1 2026 through hyperscaler partnerships. All three stocks are positioned as high-growth investments, with AI infrastructure and semiconductor dominance as key catalysts for rapid valuation expansion.
3 Stocks That Will Be Worth $3 Trillion or More in 3 Years

Summarize this article with:

By Keithen Drury – Feb 14, 2026 at 12:00AM ESTKey PointsAmazon has a clear path to reaching $3 trillion.Taiwan Semiconductor is a key part of the AI build-out.Broadcom is a rising star in the AI field.We’re bullish on these 10 stocks ›NASDAQ: AMZNAmazonMarket Cap$2.1TToday's Changeangle-down(-0.39%) $0.78Current Price$198.82Price as of February 13, 2026 at 3:59 PM ETThe $3 trillion club is going to get a lot bigger in the next few years.There have only been four companies to reach a $3 trillion market cap or greater. But as the stock market rises, the $3 trillion level will eventually be breached by many more companies. In fact, I think three of them will each reach that level over the next three years. The three that I've got my eye on are Amazon (AMZN 0.39%), Taiwan Semiconductor (TSM 0.51%), and Broadcom (AVGO 1.81%). All of these companies are within striking distance, and each looks like a worthy investment option now. Image source: Getty Images. How far do they have to go? Some of these companies have further to go than others. Amazon is already a $2.4 trillion company, so projecting that it will rise to a market cap of $3 trillion in three years isn't really that bold a call. It only needs to manage a growth rate of 8% over the next three years to get there. If that's all, the faster it grows, the more likely it will be a disappointment for most investors. I think Amazon has a much better growth case than that, but we'll get to that in a bit. Taiwan Semiconductor and Broadcom have much further to go. Taiwan Semiconductor is a $1.72 trillion company, while Broadcom tops the sales at $1.47 trillion. It will take a compounded annual growth rate (CAGR) of 20% and 27%, respectively, for each to rise to a $3 trillion cap three years from now. ExpandNASDAQ: AVGOBroadcomToday's Change(-1.81%) $-6.00Current Price$325.17Key Data PointsMarket Cap$1.5TDay's Range$324.69 - $334.3252wk Range$138.10 - $414.61Volume18MAvg Vol31MGross Margin64.71%Dividend Yield0.74% That's no easy task, but if each can deliver that rate of return, they will make for no-brainer buys right now. But are these growth rates feasible? How will they get there? Amazon is probably the easiest company to make a case for. Although it only needs to deliver an 8% growth rate to reach this level, it has managed to grow its revenue above double digits for the past four years. AMZN Revenue (Quarterly YoY Growth) data by YCharts. I have no doubt that it will continue that trend over the next few years, and it could grow at an even faster rate thanks to the acceleration of artificial intelligence (AI) spending.

Amazon Web Services (AWS), its cloud computing service that powers traditional and AI workloads, posted revenue growth of 24% in the fourth quarter (Q4) -- the best in 13 quarters. This is a clear sign that Amazon's business is thriving, and with AWS having a much better operating margin than the rest of the business, its outsized growth will have an even greater effect on profits. Amazon is a lock to reach a $3 trillion market cap in three years and should beat the market along the way. Taiwan Semiconductor is a key part of the AI build-out, as its chip foundries manufacture a large chunk of the logic chips utilized in AI devices. Management expects huge growth from AI over the next few years, with AI chip revenue rising at nearly a 60% CAGR. However, that's not a companywide growth rate, as other companies utilize its foundry services outside of AI. From 2024 to 2029, management expects a CAGR of nearly 25% companywide, easily surpassing the 20% return threshold needed to rise to a $3 trillion company three years from now. ExpandNYSE: TSMTaiwan Semiconductor ManufacturingToday's Change(-0.51%) $-1.87Current Price$366.23Key Data PointsMarket Cap$1.9TDay's Range$360.86 - $371.1052wk Range$134.25 - $380.00Volume607KAvg Vol13MGross Margin59.02%Dividend Yield0.84% Last is Broadcom. It has the longest way to go but will likely grow at the fastest rate. Although it does several other things, its biggest growth driver is its custom AI chips, which it designs in a partnership with AI hyperscalers. By designing a chip around a specific workload, Broadcom can achieve better results at a lower price point but at the cost of flexibility. These are massively growing in popularity, and Broadcom expects to double its AI segment revenue year over year during Q1 2026. As more hyperscalers launch their custom chip design with Broadcom, their growth rate will continue to be strong. This will drive Broadcom to become a $3 trillion company quickly, and investors shouldn't miss out on this stock.Read NextFeb 12, 2026 •By Stefon WaltersGot $5,000? 2 Tech Stocks to Buy and Hold for the Long TermFeb 12, 2026 •By Howard SmithStock Market Today, Feb. 12: Amazon Falls After Analyst Cuts Target on AI Spending ConcernsFeb 12, 2026 •By James HiresForget D-Wave Quantum: This "Magnificent Seven" Icon Is the Cloud Play Worth Your MoneyFeb 11, 2026 •By Neil RozenbaumDid The Stock Market Bottom or Is It a Giant Trap?Feb 11, 2026 •By Trevor JennewineCan Amazon Stock Turn $10,000 Into $50,000 in the Next Decade? Here's What History Says.Feb 10, 2026 •By Eric TrieStock Market Today, Feb. 10: Amazon Doubles Down on AI as AWS Drives $200 Billion Capex PushAbout the AuthorKeithen Drury is a contributing Motley Fool technology analyst covering AI, semiconductors, cybersecurity, and SaaS stocks. In addition to The Motley Fool, Keithen is a mechanical engineer and has held roles at Honeywell and smaller industrial companies like Brand Hydraulics and Lincoln Industries. He holds a bachelor’s degree in mechanical engineering from Dordt University.TMFTripleOptionStocks MentionedAmazonNASDAQ: AMZN$198.82 (0.39%) $0.78BroadcomNASDAQ: AVGO$324.99 (1.87%) $6.18Taiwan Semiconductor ManufacturingNYSE: TSM$366.23 (0.51%) $1.87*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

Read Original

Source Information

Source: The Motley Fool