By Keithen Drury
Publication Date: 2026-02-16 16:45:00
Taiwan Semiconductor Manufacturing and Broadcom could pass Amazon in market cap in the next couple of years.
Amazon (AMZN +0.04%) is a well-known tech behemoth. Plenty of people use its commerce platform, and its name has become synonmous wth online shopping. Amazon is also competing in the artificial intelligence (AI) space, with its Amazon Web Services (AWS) cloud computing division. Despite operating in those lucrative areas, Amazon’s growth rate has slowed a bit, and its stock price is underperforming. This opens it up to be passed by others who are operating at a high level.
Two stocks that are crushing it now and could easily be worth more than Amazon in three years are Taiwan Semiconductor Manufacturing (TSM 0.52%) and Broadcom (AVGO +0.19%). Each of these companies is highly exposed to the AI build-out, which is likely to be years-long, so there is plenty of time for these two stocks to surpass Amazon in market cap.
Image source: Getty Images.
