Prediction This Unstoppable Stock Will Soar To 10 Trillion By 2030

Bonisiwe Shabane

-Dec 31, 2025, 9:28 PM

prediction this unstoppable stock will soar to 10 trillion by 2030

Written by Danny Vena for The Motley Fool-> Nvidia quickly became the gold standard for powering AI, which experts believe is still in the early innings. The chipmaker's graphics processing units (GPUs) provide the computational horsepower fueling the next generation of AI. The stock's blistering run in recent years and fears of slowing adoption are giving some investors pause. Artificial intelligence (AI) has had an undeniable impact on the technology landscape in recent years. Over the past few months, fears of decelerating growth have fueled the popular narrative that the low-hanging AI fruit has been picked.

The truth, however, is much more nuanced. Nvidia is the standard for generative AI, which experts believe is still in the early days of adoption. The chipmaker's industry-leading graphics processing units (GPUs) provide the computational horsepower that underpins artificial intelligence (AI). While the stock has been on a blistering run over the past few years, it's still attractively priced and will likely continue to climb. Artificial intelligence (AI) has been all the rage in recent years, and experts predict there's a long runway ahead. New applications for the technology are flying off the drawing board at a relentless pace, and it's already being deployed to streamline business processes, create original content, and increase productivity.

Despite what we've seen thus far, it's still the early innings for the adoption of AI, and there's evidence that big tech will continue to write even bigger checks. The biggest purveyors of the technology -- Amazon, Microsoft, Alphabet, and Meta Platforms -- plan to spend hundreds of billions of dollars on capital expenditures (capex) in 2025 to support their AI ambitions, and... In the last 10 years, we've seen the markets hit some major numerical milestones from a market-capitalization perspective. Apple was the first trillion-dollar market-cap company back in 2018. The other "Magnificent 7" stocks -- so coined by Bank of America chief investment strategist Michael Hartnett as Apple, Alphabet, Amazon(NASDAQ: AMZN), Meta Platforms, Microsoft, Nvidia, and Tesla -- soon followed. Now, Apple, Microsoft, and Nvidia all trade at market caps above $3 trillion.

That is a lot of moola. The next big milestone will be a market cap of $10 trillion. Let the race begin today between the technology giants. Even though it is starting well behind some of the other Magnificent 7 stocks, I predict Amazon will be the first company to hit a market cap of $10 trillion. Here's why. Amazon and its sprawling e-commerce empire are well-known.

Looking at its North America segment -- which also houses segments such as hardware and advertising -- revenue hit $370 billion over the last 12 months ending in June of this year. Even though it has been around for so long and has many detractors in the media and government, Amazon is set to surpass 40% market share of U.S. e-commerce sales this year. If Amazon can just maintain market share in the category, there is a ton of room for North American revenue to grow over the next five to 10 years. E-commerce is only 16% of retail sales in the United States today. If that eventually doubles to 32%, Amazon's North American annual revenue will hit $740 billion.

With high-fixed costs across its e-commerce supply chain, more revenue will lead to profit-margin expansion. There will also be benefits from fast growing advertising services and third-party seller revenue, which are becoming a larger piece of the Amazon retail pie. Over the last 12 months, Amazon's operating margin in North America was 5.6% and keeps marching higher. In the next 10 years, I think this segment can surpass a 15% operating margin. Artificial intelligence (AI) has taken center stage over the past couple of years, and there's good reason to think this is just the beginning. Developers are still coming up with new applications for the technology, which is being harnessed to create original content, streamline business processes, and increase productivity.

It's still early days for the adoption of AI and the evidence suggests spending has only just begun to ramp up. In fact, the biggest names in technology -- Microsoft, Meta Platforms, Alphabet, and Amazon -- have announced plans to collectively lay out more than $315 billion for the capital expenditures necessary to support AI... Start Your Mornings Smarter! Wake up with Breakfast news in your inbox every market day. The undisputable beneficiary of much of this spending is Nvidia (NASDAQ: NVDA). The company developed the graphics processing units (GPUs) that have become the gold standard for processing AI and could parlay the unrelenting demand into charter membership of the $10 trillion club.

Nvidia created the GPU in 1999 to create realistic images in video games. The groundbreaking development was parallel processing, which processes a multitude of mathematical computations simultaneously. By breaking up these large computing jobs into smaller, bite-sized chunks, Nvidia's chips were a game-changer.

Prediction This Unstoppable Stock Will Soar To 10 Trillion By 2030

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