By Anthony Di Pizio
Publication Date: 2026-05-05 11:14:00
The U.S. is home to 10 companies worth $1 trillion or more, but only four have graduated into the $3 trillion club as of this writing:
- Nvidia: $4.8 trillion
- Alphabet: $4.6 trillion
- Apple: $4.1 trillion
- Microsoft: $3.1 trillion
I think Meta Platforms (META +0.28%) could join them as soon as next year. The company is about to transform the user experience on its Facebook and Instagram social networks with artificial intelligence (AI), and the result could be much higher engagement and significantly more advertising revenue.
Meta has a market capitalization of $1.55 trillion as I write this. So if the company does become a member of the $3 trillion club, investors who buy its stock today could almost double their money.
Image source: The Motley Fool.
Social media is about to enter a new era
Over 3.5 billion people use at least one of Meta’s social media apps every single day. Since that number is quickly approaching half the population of the entire world, it’s becoming harder and harder for the company to acquire new users, which poses a risk to its advertising business. But Meta can also generate growth by making each existing user more valuable. It can achieve that by keeping them online longer, so they see more ads.
Meta has embedded AI into its recommendation algorithms for the last few years; it learns what type of content each user likes to see, and feeds them more of it. This drove an uptick in engagement throughout 2025, particularly for the Reels video content…