Key Points
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Investor enthusiasm for AI has propelled multiple stocks into the $1 trillion market cap club, with Nvidia and Broadcom emerging as primary beneficiaries.
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As of 2026, analysts project a price increase for Microsoft shares to $630, reflecting a potential 33% upside, slightly surpassing expectations for Nvidia and Broadcom.
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Microsoft’s Azure cloud service generated over $75 billion in revenue for fiscal 2025 and grew 39% in Q1 of fiscal 2026.
At the start of the decade, only two companies surpassed a $1 trillion market cap; now, that number has risen to ten. Nvidia has become the most valuable company, peaking at a $5 trillion market cap in 2025. Meanwhile, Broadcom is gaining traction with chips critical for AI data centers, as demand across major cloud platforms like those owned by Alphabet, Microsoft, and Amazon continues to outstrip supply.
Microsoft is positioned for robust growth with expectations to grow revenue by 16% this year, focusing on its fast-growing Azure cloud segment. Analysts expect Microsoft shares to outpace other trillion-dollar companies, making it a potentially safer investment in a high-risk environment.
