Several companies are racing to claim the coveted $1 trillion market cap, backed by strong fundamentals.
In today’s environment, where artificial intelligence, automation, and digital infrastructure are reshaping global industries, a handful of major corporations are positioning themselves for outsized growth.
In this case, Finbold has identified the following two stocks with the potential to reach $1 trillion in market capitalization by 2026.
Oracle (NYSE: ORCL)
Oracle (NYSE: ORCL) currently has a market capitalization of $682.08 billion, meaning the company would need to add about $317.92 billion, a 46.61% increase, to reach $1 trillion. That growth target may seem ambitious, but Oracle’s ongoing transition from traditional enterprise software to cloud and AI infrastructure gives it a credible shot.
In its most recent quarterly report, the technology giant posted $14.9 billion in revenue, with cloud services growing 28% year-over-year and its remaining performance obligations (RPO) swelling to an impressive $455 billion, a sign of massive contracted demand.
The company has also launched its AI Data Platform and AI Database 26AI while strengthening multicloud partnerships with Google Cloud and Microsoft Azure.
These efforts, coupled with potential multi-year AI infrastructure deals—such as a reported $20 billion agreement with Meta, highlight its growing presence in the enterprise AI space.
At the same time, Oracle’s partnership with AMD to deploy tens of thousands of GPUs for AI workloads adds further momentum. If the company can efficiently convert its backlog into revenue while managing capital-intensive data center expansion, its valuation could climb significantly.
At the close of the last market session, ORCL stock was trading at $239, down 1.86%. Year to date, the stock has gained 44%.
Walmart (NYSE: WMT)
Walmart (NYSE: WMT) currently commands a market capitalization of $817.93 billion. To hit the $1 trillion mark, it needs an additional $182.07 billion, representing about 22.26% growth from current levels. As of press time, the retail stock was trading at $102.59, up 13.5% year to date.
That target may be within reach as the retail giant accelerates its digital transformation and supply-chain modernization.
Walmart is rolling out Bluetooth-enabled sensors on roughly 90 million grocery pallets across its U.S. operations to enhance product freshness, reduce waste, and streamline logistics.
Alongside this, the retailer is deepening its automation push through a major partnership with Symbotic, expanding robotics deployment across distribution centers. Meanwhile, its drone delivery service with Alphabet’s Wing Aviation is scaling from a handful of stores to more than 100 nationwide, enhancing last-mile fulfillment capabilities.
The company’s introduction of AI “Super Agents” aims to elevate customer service, supplier coordination, and internal operations, reflecting Walmart’s growing embrace of artificial intelligence.
Together, these initiatives are expected to boost operational efficiency, expand e-commerce penetration, and lift profitability over time.
Featured image via Shutterstock
