Prediction: 2 AI Stocks Will Be Worth More Than Nvidia and Palantir Technologies Combined by 2030 (Hint: Not Apple) | The Motley Fool

Prediction: 2 AI Stocks Will Be Worth More Than Nvidia and Palantir Technologies Combined by 2030 (Hint: Not Apple) | The Motley Fool

By Trevor Jennewine, The Motley Fool
Publication Date: 2025-11-27 09:50:00

Meta Platforms and Amazon could surpass the current combined market value of Nvidia and Palantir by the end of the decade.

Over the past year, Nvidia shares have advanced 33%, bringing its market value to $4.3 trillion. Meanwhile, Palantir Technologies shares has advanced 155%, bringing its market value to $395 billion. In aggregate, the companies are worth about $4.7 trillion.

Apple could certainly surpass that figure within five years, but I also have confidence in Meta Platforms (META 0.41%) and Amazon (AMZN 0.22%). Here’s what that implies for shareholders:

  • Meta Platforms is currently worth about $1.6 trillion. Its market value must increase 200% to reach $4.8 trillion, and the stock must return about 25% annually to accomplish that by 2030.
  • Amazon is currently worth about $2.5 trillion. Its market value must increase 95% to reach $4.8 trillion, and the stock must return about 14% annually to accomplish that by 2030.

Here’s why I have confidence in those predictions.

Image source: Getty Images.

1. Meta Platforms

Meta Platforms owns three of the four most popular social media networks as measured by monthly active users. That affords the company insight into consumer preferences that lets it target content and advertising. That advantage has made Meta the second largest ad tech company in the world, and market share gains are likely as it continues to lean into artificial intelligence (AI), according to Malik Ahmed Khan at Morningstar.

Meta has developed custom…