Huawei News 20 October 2025 - 16 December 2025

January 18, 2026, 1:44 PM EST. Two AI stocks could join the exclusive $2 trillion club in 2026, Wall Street says: Broadcom and Meta Platforms. Broadcom, with a market cap near $1.7 trillion, nearly hit $2 trillion in late 2025 and faces about 29% upside to roughly $2.2 trillion if targets materialize. The driver is AI chip growth: CEO Hock Tan cited AI semiconductor revenue up 74% YoY and expects AI semiconductor revenue to double to $8.2 billion in Q1, aided by custom AI accelerators and Ethernet AI switches. The stock carries a forward P/E around 35.3, but most of the S&P Global analysts rate it a buy or strong buy. Meta Platforms sits near $1.6 trillion, with ~32% upside to clear $2 trillion if expectations prove right, supported by early AI smart glasses momentum.