Exploring AI’s Potential to Generate the Next Wave of Trillion-Dollar Companies

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Key Points

Nvidia, a leader in AI hardware, achieved a market cap of $4.39 trillion after reaching the trillion-dollar valuation milestone in 2023 due to increasing demand for its GPU chips. Samsung, valued at $772.8 billion, saw a 217% increase in stock over the past year, with a nearly tripled operating profit in Q4 2025 compared to Q4 2024, largely driven by rising RAM prices. Micron Technology, valued at $469.5 billion, reported a revenue growth of 57% and a net income surge of 180% year-over-year in its fiscal Q1 2026.

ASML, the only global provider of EUV lithography machines essential for advanced semiconductor production, has a market cap of $542 billion, with a 20.6% revenue increase and a 32.4% rise in net income from 2024. The company’s orders for new machines rose 48% from 18.89 million in 2024 to 28 million in 2025, indicating strong ongoing demand.

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