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5 Artificial Intelligence (AI) Stocks Are Worth Over $2 Trillion. Here Are the 2 Most Likely to Join the Club Next.

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  • Nvidia, Microsoft, Apple, Amazon, and Alphabet make up the $2 trillion club right now.

  • Meta Platforms and Broadcom could be the next to join the club.

  • These two AI stocks could be volatile over the near term but should benefit tremendously from a big long-term AI tailwind.

  • These 10 stocks could mint the next wave of millionaires ›

The smaller the circle, the harder it is to get inside it. One of the most exclusive circles of all is what some investment writers (including me) call the “$2 trillion club.” To be a member, a company must have a market cap of at least $2 trillion.

If a company has its sights set on gaining admission to the $2 trillion club, focusing on artificial intelligence (AI) is probably a smart move. All five of the current members invest heavily in AI. And two AI stocks are the most likely contenders to join the club next.

Image source: Getty Images.

Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) have jockeyed back and forth to be the largest company in the world. Nvidia currently holds the title, with a market cap of nearly $3.8 trillion. Microsoft is breathing down Nvidia’s neck, though, with a market cap of nearly $3.7 trillion.

Both companies are leaders in the AI arena. Nvidia’s graphics processing units (GPUs) remain the gold standard to power servers used to build and deploy AI models. Microsoft’s integration with OpenAI’s GPT throughout its product suite and cloud platform has been a game-changer for the tech giant.

For years, Apple (NASDAQ: AAPL) reigned as the world’s biggest company. However, the iPhone maker now holds the No. 3 spot, with a market cap of a little over $3 trillion. While Apple has significant AI expertise, its perceived slowness in rolling out generative AI (genAI) capabilities, along with the lackluster response to the genAI functionality it ultimately did launch, has allowed Nvidia and Microsoft to leapfrog it.

Amazon (NASDAQ: AMZN) claims the No. 4 position, with a market cap of nearly $2.3 trillion. The e-commerce leader is also the cloud services leader, with Amazon Web Services (AWS) commanding a significant advantage in market share among cloud services providers. AWS’ AI offerings have helped it stay at the top, even with other cloud companies gaining ground.

One of those rising cloud stars is Google parent Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Google Cloud is the fastest-growing major cloud service provider. Google Search has also introduced generative AI functionality, such as AI Overviews and AI Mode. In addition, Alphabet’s Waymo unit is the leader in autonomous ride-hailing, which relies heavily on AI.



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Overcoming the Traps that Prevent Growth in Uncertain Times

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July 7, 2025

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An executive’s guide on developing a momentum-building game plan when the future is foggy. by Rachel DuRose

July 7, 2025

Today, with uncertainty a seemingly permanent condition, executives need to weave adaptability, resilience, and clarity into their operating plans. The best executives will implement strategies that don’t just sustain their businesses; they enable growth.





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AI-driven CDR: The shield against modern cloud threats

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July 7, 2025

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Cloud computing is the backbone of modern enterprise innovation, but with speed and scalability comes a growing storm of cyber threats. Cloud adoption continues to skyrocket. In fact, by 2028, cloud-native platforms will serve as the foundation for more than 95% of new digital initiatives. The traditional perimeter has all but disappeared. The result? A significantly expanded attack surface and a growing volume of threats targeting cloud workloads.

Studies tell us that 80% of security exposures now originate in the cloud, and threats targeting cloud environments have recently increased by 66%, underscoring the urgency for security strategies purpose-built for this environment. The reality for organizations is stark. Legacy tools designed for static, on-premises architectures can’t keep up. What’s needed is a new approach—one that’s intelligent, automated, and cloud-native. Enter AI-driven cloud detection and response (CDR).

Why legacy tools fall short

Traditional security approaches leave organizations exposed. Posture management has been the foundation of cloud security, helping teams identify misconfigurations and enforce compliance. Security risks, however, don’t stop at misconfigurations or vulnerabilities.

  • Limited visibility: Cloud assets are ephemeral, spinning up and down in seconds. Legacy tools lack the telemetry and agility to provide continuous, real-time visibility.
  • Operational silos: Disconnected cloud and SOC operations create blind spots and slow incident response.
  • Manual burden: Analysts are drowning in alerts. Manual triage can’t scale with the velocity and complexity of cloud-native threats.
  • Delayed response: In today’s landscape, every second counts. 60% of organizations take longer than four days to resolve cloud security issues.

The AI-powered CDR advantage

AI-powered CDR solves these challenges by combining the speed of automation with the intelligence of machine learning—offering CISOs a modern, proactive defense. Organizations need more than static posture security. They need real-time prevention.

Real-time threat prevention detection: AI engines analyze vast volumes of telemetry in real time—logs, flow data, behavior analytics. The full context this provides enables the detection and prevention of threats as they unfold. Organizations with AI-enhanced detection reduced breach lifecycle times by more than 100 days.

Unified security operations: CDR solutions bridge the gap between cloud and SOC teams by centralizing detection and response across environments, which eliminates redundant tooling and fosters collaboration, both essential when dealing with fast-moving incidents.

Context-rich insights: Modern CDR solutions deliver actionable insights enriched with context—identifying not just the issue, but why the issue matters. It empowers teams to prioritize effectively, slashing false positives and accelerating triage.

Intelligent automation: From context enrichment to auto-containment of compromised workloads, AI-enabled automation reduces the manual load on analysts and improves response rates.

The path forward

Organizations face unprecedented pressure to secure fast-changing cloud environments without slowing innovation. Relying on outdated security stacks is no longer viable. Cortex Cloud CDR from Palo Alto Networks delivers the speed, context, and intelligence required to defend against the evolving threat landscape. With over 10,000 detectors and 2,600+ machine learning models, Cortex Cloud CDR identifies and prevents high-risk threats with precision.

It’s time to shift from reactive defense to proactive protection. AI-driven CDR isn’t just another tool—it’s the cornerstone of modern cloud security strategy. And for CISOs, it’s the shield your organization needs to stay resilient in the face of tomorrow’s threats.



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Welcome MeriTalk’s 2025 AI Honors Award Winners! – MeriTalk

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July 7, 2025

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Artificial intelligence – whether classical, generative, agentic, and wherever the newest models take us next – has become the dominant force behind improving government technology, network security, mission success, and citizen service delivery.

And driving that wave forward is the latest generation of AI practitioners, developers, and visionary thinkers who are leading the way in tapping into the technology’s potential to benefit us all.

That’s why MeriTalk is delighted to honor the 2025 class of AI Honors Award Winners – the 30 women and men working across government and industry right now to bring AI to bear in shaping the ongoing revolution in government IT service.

Each of the 2025 AI Honors Award winners was nominated by their peers for outstanding work in putting AI tech to work for government missions. A few of them are familiar to many of us, but most are the fresh talent emerging into the technology limelight.

“This year’s honorees are turning the buzz of AI into real-world progress across government,” said Caroline Boyd, principal, government programs at MeriTalk. “They’re redefining what’s possible and we’re proud to spotlight their work in driving innovation and impact.”

Please join us at Tech Tonic on July 17 from 5 p.m. to 9 p.m. at Morton’s the Steakhouse in Washington, D.C. to celebrate the winners who will receive their awards in person. Drop us an RSVP today and join in the celebration at the Happiest Hour in Govt IT.

Here are the 30 AI Honors Award winners for 2025:

Government:

Togai Andrews, Chief Information Security Officer, Bureau of Engraving and Printing;

Taka Ariga, former Chief Artificial Intelligence Officer and Chief Data Officer, Office of Personnel Management;

Dean Ball, Senior Policy Advisor, Artificial Intelligence and Emerging Technology, White House Office of Science and Technology Policy;

Gabe Chiulli, Chief Technology Officer, U.S. Army Enterprise Cloud Management Agency;

Susan Davenport, Chief Data Officer and Chief Artificial Intelligence Officer, U.S. Air Force;

Leonel Garciga, Chief Information Officer, U.S. Army;

J. Matt Gilkeson, Chief Technology Officer, Chief Data Officer, and Artificial Intelligence Officer for Information Technology, Transportation Security Administration;

Mike Horton, Acting Chief Artificial Intelligence Officer, Department of Transportation;

Lt. Col. Chuck Kubik, GigEagle Strategy and Product Lead, U.S. Air Force;

Douglas Matty, Chief Digital and Artificial Intelligence Officer, Department of Defense;

Matheus Passos, Chief Architect and Responsible Artificial Intelligence Official, Department of Commerce;

Lakshmi Raman, Chief Artificial Intelligence Officer, Central Intelligence Agency;

Dr. Reza Rashidi, Acting Chief Data and Analytics Officer, Internal Revenue Service;

Nael Samha, Executive Director, Targeting and Analysis Systems Program Directorate, U.S. Customs and Border Protection;

Thomas Shedd, Director, Technology Transformation Services, and Deputy Commissioner, Federal Acquisition Service, General Services Administration; Department of Labor;

Zach Whitman, Chief Artificial Intelligence Officer and Chief Data Scientist, General Services Administration; and

Morgan Zimmerman, Artificial Intelligence Policy Analyst, Office of Management and Budget, Office of the Federal Chief Information Officer.

Industry:

Jonathan Alboum, Federal Chief Technology Officer, ServiceNow;

Nicolas Chaillan, Chief Executive Officer and Founder, Ask Sage;

Brandy Durham, Vice President, Data and Artificial Intelligence Practice, ManTech;

John Dvorak, Chief Technology Officer, Public Sector, Red Hat;

Burnie Legette, Solution Architect, Artificial Intelligence and Data Operationalization, Intel Corporation;

Amanda Levay, Chief Executive Officer and Founder, Redactable;

Krishna Narayanaswamy, Chief Technology Officer and Co-Founder, Netskope;

Vimesh Patel, Chief Technology Advisor, Federal, World Wide Technology;

Bill Rowan, Vice President, Public Sector, Splunk, a Cisco Company;

Ryan Simpson, Chief Technologist, Public Sector, NVIDIA;

Josh Slattery, Vice President, Technology Sales, Vertosoft;

Chris “CT” Thomas, Technical Director, Global Defense, Artificial Intelligence, and Data Systems, Dell Technologies; and

Chris Townsend, Global Vice President, Public Sector, Elastic.



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