Prediction: 3 Unstoppable Artificial Intelligence (AI) Stocks That Will Join the $2 Trillion Club by 2027 (Hint: Not SpaceX)
Keithen Drury, The Motley Fool
Wed, July 29, 2026 at 3:05 PM GMT+5:30
4 min read
A while ago, Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX, was a member of the $2 trillion club. However, it has sold off and fallen out of that group, and I don’t think it has what it takes to get back above the $2 trillion threshold for a while
Instead, I’m focusing on other stocks with fairly defined growth rates and profit levels that look like genius buys right now. The three that I think can get above $2 trillion by 2027 at the latest are Broadcom (NASDAQ: AVGO), Micron (NASDAQ: MU), and Meta Platforms (NASDAQ: META). All three are fantastic investments and will be there before investors know it
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1. Broadcom
Broadcom is only a stone’s throw away from the $2 trillion club, with a market cap of more than $1.8 trillion. However, I think it could cross the $2 trillion threshold before 2026 is over. That would be a solid gain in just about five months, but investors also need to be ready for what is coming in 2027
While Broadcom does a lot as a company, its biggest growth area is custom artificial intelligence (AI) chips, which are becoming increasingly popular among AI hyperscalers. These specialized computing units excel in one area, and when used with a specific workload, they provide superior cost performance versus training using graphics processing units (GPUs). As a result, AI hyperscalers are deploying large numbers of these units
Orders are ramping up, and management expects more than $100 billion in AI semiconductor revenue in 2027. For reference, AI semiconductor revenue was $10.8 billion in Q2 (or about $43.2 billion annualized). That’s a huge jump, and will easily help Broadcom reach the $2 trillion mark if it can live up to that expectation
2. Micron
Micron (NASDAQ: MU) is the furthest from $2 trillion, with a $940 billion valuation. If it more than doubles during the next year and a half, it’ll be an excellent investment, and I think Micron could achieve it. It’s a memory chip fabricator, and memory chips are in short supply right now, causing prices to skyrocket. This has led to soaring Micron revenue and profit
However, Micron’s growth is far from done. During fiscal 2027 (ending August 2027), Wall Street analysts estimate Micron’s revenue growth at 84% and that its earnings per share (EPS) will more than double from $73.44 to $153.74. With the stock trading at just 5.8 times 2027’s earnings estimates, I think Micron stock could easily double during the next year and a half, leading to strong gains for investors
