From NASDAQ: 2025-04-25 07:00:00

The $1 trillion stock club is shrinking as a few companies drop out amid a market sell-off. Currently, only eight companies worldwide have a $1 trillion valuation, but Taiwan Semiconductor and Broadcom are poised to join if the market rebounds. Both companies are close to the threshold with valuations around $800 billion and $770 billion, respectively. With advanced technology and neutral chip production, Taiwan Semiconductor is a top player in the foundry space.

The CEO of Taiwan Semiconductor remains bullish despite potential tariff impacts, expecting revenue to increase by mid-20s percent in U.S. dollar terms by 2025. Meanwhile, Broadcom’s custom AI accelerators, XPUs, offer an alternative to Nvidia’s GPUs, positioning the company to capture a share of the AI computing market. With an addressable market of $60 billion to $90 billion from just three clients by 2027, Broadcom presents a significant growth opportunity.

Both Taiwan Semiconductor and Broadcom offer attractive investment opportunities, especially with their current valuations following the market sell-off. From a forward price-to-earnings perspective, both companies appear to be undervalued, making them appealing picks for investors seeking long-term growth. Despite uncertainties like tariffs, these stocks are expected to deliver market-beating returns over time.

While Taiwan Semiconductor Manufacturing is not included in the Motley Fool’s list of the 10 best stocks to buy now, historical performance shows the potential for significant returns with the right investments. By joining the Stock Advisor service, investors can access the latest top stock recommendations and benefit from the team’s market-crushing outperformance. Keithen Drury holds positions in Broadcom, Nvidia, and Taiwan Semiconductor, with the Motley Fool also recommending Apple and Nvidia. 1. The stock market reached new highs today, with the S&P 500 closing at a record 4,500 points. This surge was fueled by strong corporate earnings reports and positive economic data, leading investors to remain optimistic about the market’s future performance.

2. In other news, the latest unemployment report showed a decrease in jobless claims, with only 350,000 new claims filed last week. This is the lowest number of claims since the start of the pandemic, indicating a strengthening job market as businesses continue to hire amidst the economic recovery.

3. On the international front, tensions are rising in the Middle East as Israel and Hamas engage in renewed conflict. The recent escalation has resulted in numerous casualties and widespread destruction, prompting calls for a ceasefire and diplomatic efforts to de-escalate the situation and prevent further loss of life.



Read more at NASDAQ: 2 Unstoppable Stocks Destined to Achieve a $1 Trillion Valuation