combined

Interest in artificial intelligence went parabolic following the release of ChatGPT in late 2022. Since then, Nvidia stock has advanced 1,090% to a market value of $4.2 trillion. And Palantir Technologies stock has climbed 2,340% to a market value of $370 billion. That means the companies are collectively worth $4.6 trillion.

I predict Meta Platforms (META -1.69%) will surpass that figure in no more than five years (i.e., before the end of 2030). The company is currently worth $1.9 trillion, which means its share price must increase by about 247% for its market value to reach $4.7 trillion. Here’s why I think that could happen.

Image source: Getty Images.

Meta Platforms is a digital advertising giant with deep AI expertise

Meta Platforms owns three of the four most popular social media platforms as measured by monthly active users. That competitive advantage lets it collect consumer data on a tremendous scale, and that data helps brands target ad campaigns. As a result, Meta is the second-largest adtech company worldwide and is likely to gain market share, according to Morningstar.

Meta has already made strides in boosting engagement with artificial intelligence (AI). CEO Mark Zuckerberg told analysts on the second-quarter earnings call, “Advancements in our recommendation systems have improved quality so much that it has led to a 5% increase in time spent on Facebook and 6% on Instagram.” He also said that advertising conversion rates increased across both social media platforms, meaning more clicks and purchases.

Importantly, Meta is investing aggressively in AI infrastructure and aspires to automate the entire ad creation process by next year. The Wall Street Journal writes, “Using the ad tools Meta is developing, a brand could present an image of the product it wants to promote along with a budgetary goal, and AI would create the entire ad, including imagery, video, and text.”

Meta’s Orion smart glasses could be the next big consumer electronics product

Meta Platforms is the market leader in smart glasses, a nascent market where shipments more than tripled last year and are forecast to increase faster than 60% annually through 2029. And Meta is actually gaining market share. Its Ray-Ban smart glasses accounted for nearly three-quarters of shipments in the first half of 2025, up from 60% in 2024.

Counterpoint Research writes, “Ray-Ban Meta smart glasses redefine the smart glasses experience by integrating wearable AI while combining a stylish design with enhanced smart functionalities.” The company sees a large opportunity on the horizon. Zuckerberg believes smart glasses could replace smartphones as the personal computing form factor of choice within the next 15 years.

To capitalize, Meta announced Orion last year, smart glasses that incorporate augmented reality (AR) that overlays the physical world with holographic displays. The company will not commercialize the product for several years while it works to make the technology less expensive. However, smart glasses that blend AR and AI could be revolutionary, as they would enable wearers to search the internet, talk with friends, and watch media content without phones.

Apple rose to great heights following its introduction of the iPhone in 2007. If Zuckerberg is correct about smart glasses being the next big breakthrough in consumer electronics, Meta could become the Apple of the next decade, which means its market value could increase substantially in the years ahead.

Meta Platforms could be a $4.7 billion company by mid-2030

To summarize, Meta has a strong presence in digital advertising and a leadership position in smart glasses. Adtech spending is forecasted to grow at a rate of 14% annually through 2032, while smart glasses sales are projected to increase by more than 60% annually through 2029. In total, that gives Meta a reasonable shot at annual earnings growth of 20%+ in the next five years.

That outlook makes the current valuation of 26.7 times earnings seem quite reasonable. And if Meta does grow earnings at 20% annually over the next five years, its share price could increase by 149% without any change in the price-to-earnings (P/E) ratio. That would bring its market value to $4.7 trillion by mid-2030, surpassing the current combined market value of Nvidia and Palantir.

At the moment, just 11 publicly traded companies can claim a market capitalization above $1 trillion.

That elite trillion-dollar club includes tech juggernauts such as Nvidia (NVDA 1.65%), Microsoft, Apple, Alphabet, Amazon, Meta Platforms, Broadcom, Taiwan Semiconductor, Tesla, along with Warren Buffett’s diversified conglomerate Berkshire Hathaway and oil giant Saudi Aramco.

Among them, Nvidia reigns supreme. With a market cap of roughly $4.4 trillion, it’s the most valuable company in the world.

Not only do I think Nvidia is positioned to maintain that crown, I also expect it to remain worth more than Tesla, Berkshire Hathaway, and ambitious AI player Palantir Technologies combined over the next five years, thanks in no small part to the transformative potential of its quantum computing business.

Quantum computing is the next frontier of AI

Quantum computing is widely regarded as the natural successor to classical computing. Traditional computers store and process information in binary formats — 0s and 1s. Quantum machines use qubits — units that can have values of 1 or 0, but also can exist in complex linear states that are combinations of 1 and 0 through a phenomenon known as superposition. 

In theory, this gives quantum computers the ability to rapidly tackle problems that would take today’s most advanced supercomputers prohibitive amounts of time to solve — from cracking high-level cryptography to drug discovery to climate modeling.

Although the quantum computing industry remains in its infancy, expectations are sky-high. Global management consulting firm McKinsey & Company projects that breakthroughs in quantum applications could generate trillions in economic value over the coming decades.

Image source: Getty Images.

How Nvidia is playing a critical role in the quantum era

A wave of smaller innovators is attempting to make headway in the quantum computing landscape, exploring avenues such as trapped-ion technology, annealing, and photonic qubits in a race to unlock the next generational breakthrough.

Nvidia, by contrast, isn’t positioning itself as a singular hardware architecture. What investors may not fully appreciate is that the company is already deeply embedded in the quantum ecosystem. Its graphics processing units (GPUs) are increasingly being used to run advanced simulations, particularly in hybrid systems that bridge quantum and classical computing.

Yet Nvidia’s true differentiator lies not in hardware but in software. The company’s CUDA computing platform, long the backbone of AI infrastructure, is now being adapted into CUDA-Q — a platform designed to support quantum applications on the next generation of processors.

By building this bridge between hardware and software, Nvidia is positioning itself as an indispensable layer for scaling quantum development, regardless of which architectures and approaches succeed and reach critical scale. This strategy gives the company asymmetric exposure to AI’s next trillion-dollar opportunity, reinforcing its potential for continued valuation expansion over the long term.

Why Berkshire, Tesla, and Palantir could lag through 2030

Against this backdrop, it’s worth examining the valuation profiles of the three companies that I don’t expect even combined to surpass Nvidia in the next five years.

• Berkshire Hathaway: As a mature and diversified conglomerate, Berkshire is now widely regarded as a steady compounding machine rather than a disruptive, growth-oriented force reshaping industries. Investors typically refrain from assigning premium multiples to businesses of this type. While it certainly has upside potential and the opportunity to generate respectable returns over the next five years, Berkshire’s valuation profile lacks the explosive appeal of Nvidia.
• Tesla: Tesla already carries a frothy valuation fueled by investor enthusiasm for its AI-driven ambitions — most notably its plans for a robotaxi fleet and its humanoid robot, Optimus. The challenge, however, is that the scalability of these initiatives remains unproven. Both the autonomous vehicle and robotics markets are highly competitive, and Tesla risks a sharp valuation reset if investors begin to lose patience with the company’s execution or management’s ability to deliver on its aggressive timelines.
• Palantir: Palantir has successfully branded itself as a mission-critical enterprise software provider, uniquely positioned to capture the flow of AI investment as it moves downstream from infrastructure to applications. Still, challenges remain. The company faces formidable competition from Microsoft, fast-growing unicorn Databricks, and specialized players like BigBear.ai and C3.ai. Palantir’s investment profile over the next several years looks vulnerable. With its valuations already stretching beyond their historical norms, any news that shows a misalignment between investors’ lofty expectations and the reality of Palantir’s growth fundamentals could send the stock plummeting.

In 2030, Berkshire will likely remain a durable pillar of investment stability. Meanwhile, Tesla and Palantir may dazzle intermittently, but if they cannot keep pace with the dynamics of their respective competitive landscapes, investors’ enthusiasm for them could wane.

On the other hand, by the start of the next decade, Nvidia could occupy a key position at the intersection of AI and quantum computing. With the potential to become a core player in that hardware and software ecosystem, Nvidia represents the ultimate technology stack of the quantum era. If it succeeds there, that would allow it to justify a valuation that could easily eclipse many of today’s industry leaders combined.

A 14-YEAR-OLD snooker player secured the first win of his professional career on day one of the Saudi Arabia Masters.

And at the other end of the age scale, Ken Doherty won the Battle of the Baize Oldies as he eliminated Jimmy White from the Jeddah tournament.

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Polish teenager Michal Szubarczyk hit back-to-back breaks of 68 and 56 as he celebrated a 4-2 victory over English amateur Ryan Davies.

It is a career milestone, one he will remember forever, given he only received his two-year Tour Card at the start of this season.

In round two in the desert nation, Szubarczyk will play Hungarian world No.79 Bulcsu Revesz on Saturday.

And the winner of that clash will then take on Essex cueist Stuart Bingham, who was champion of the world 10 years ago.

The Eastern European – whose highest official break is 126 – took the 2025 European Championships in Turkey by storm, winning the under-16s and under-18s events before reaching the final of the open-age event.

Mark Williams, the three-time world champion, watched that tournament live and said Szubarczyk was “one of the best 14-year-olds I’ve ever seen in my life”.

The Welsh sporting legend added: “He’s up there with Ronnie O’Sullivan at that age.

“Maybe not as good, but not far away. Every time I watched him he was knocking in 80s, 90s, 100s. It was frightening.”

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In April, dad Kamil told SunSport that his son modelled his game on seven-time world champion O’Sullivan.

Kamil said: “One of Michal’s special skills is his ability to play with the audience and the cameras.

“Normal teenagers are tense and stressed. He is more motivated.

“He loves playing when he has an audience, and so I know that anything can happen during this tournament.

“From the first time Michał saw snooker on TV, his hero was Ronnie. It was also my idol. This hasn’t been changed.

“And for both of us whenever Ronnie got knocked out of a tournament, we stopped watching it.

“That man played a key role in creating Michal’s playing style. Mike was fascinated by how offensive Ronnie played all of his games. But he wants to be more than just offensive.

“Ronnie is still motivating Michal to be better and better.”

On Friday evening in the Kingdom, two veterans of the sport took to the baize, though disappointingly only a few people bothered to watch from the stands at the Green Halls.

Former world champion Doherty, 55, took on White, 63, and he prevailed 4-1, hitting a 96 break in frame two.

They had rekindled a rivalry that began in 1991 and saw them battle it out at the World Championships and Masters.

The duo, who have a combined age of 118, are nowhere near their best these days but it is commendable and shows their genuine love for the sport that they are continuing to play professionally.

Doherty, who now plays Latvian Zizins Artemijs in round two on Saturday evening, has now won 17 of their 30 meetings.

Elite players such as Ronnie O’Sullivan, Judd Trump and Kyren Wilson will enter the competition – which has a £500,000 top prize – in round five on Tuesday.

List of all-time Snooker World Champions

BELOW is a list of snooker World Champions by year.

The record is for the modern era, widely considered as dating from the 1968-69 season, when the World Professional Billiards and Snooker Association (WPBSA) took control of the sport.

The first World Championships ran from 1927 – with a break from 1941-45 because of World War II and 1958-63 because of a dispute in the sport.

Joe Davis (15), Fred Davis and John Pulman (both 8) were the most successful players during that period.

Stephen Hendry and Ronnie O’Sullivan share the record for the most titles in the modern era, with seven each.

• 1969 – John Spencer
• 1970 – Ray Reardon
• 1971 – John Spencer
• 1972 – Alex Higgins
• 1973 – Ray Reardon (2)
• 1974 – Ray Reardon (3)
• 1975 – Ray Reardon (4)
• 1976 – Ray Reardon (5)
• 1977 – John Spencer (2)
• 1978 – Ray Reardon (6)
• 1979 – Terry Griffiths
• 1980 – Cliff Thorburn
• 1981 – Steve Davis
• 1982 – Alex Higgins (2)
• 1983 – Steve Davis (2)
• 1984 – Steve Davis (3)
• 1985 – Dennis Taylor
• 1986 – Joe Johnson
• 1987 – Steve Davis (4)
• 1988 – Steve Davis (5)
• 1989 – Steve Davis (6)
• 1990 – Stephen Hendry
• 1991 – John Parrott
• 1992 – Stephen Hendry (2)
• 1993 – Stephen Hendry (3)
• 1994 – Stephen Hendry (4)
• 1995 – Stephen Hendry (5)
• 1996 – Stephen Hendry (6)
• 1997 – Ken Doherty
• 1998 – John Higgins
• 1999 – Stephen Hendry (7)
• 2000 – Mark Williams
• 2001 – Ronnie O’Sullivan
• 2002 – Peter Ebdon
• 2003 – Mark Williams (2)
• 2004 – Ronnie O’Sullivan (2)
• 2005 – Shaun Murphy
• 2006 – Graeme Dott
• 2007 – John Higgins (2)
• 2008 – Ronnie O’Sullivan (3)
• 2009 – John Higgins (3)
• 2010 – Neil Robertson
• 2011 – John Higgins (4)
• 2012 – Ronnie O’Sullivan (4)
• 2013 – Ronnie O’Sullivan (5)
• 2014 – Mark Selby
• 2015 – Stuart Bingham
• 2016 – Mark Selby (2)
• 2017 – Mark Selby (3)
• 2018 – Mark Williams (3)
• 2019 – Judd Trump
• 2020 – Ronnie O’Sullivan (6)
• 2021 – Mark Selby (4)
• 2022 – Ronnie O’Sullivan (7)
• 2023 – Luca Brecel
• 2024 – Kyren Wilson
• 2025 – Zhao Xintong

Most World Titles (modern era)

• 7 – Stephen Hendry, Ronnie O’Sullivan
• 6 – Ray Reardon, Steve Davis
• 4 – John Higgins, Mark Selby
• 3 – John Spencer, Mark Williams
• 2 – Alex Higgins

Football experts Nedum Onuoha, Julien Laurens and Nicky Bandini build a combined Inter Milan and Paris St-Germain team before the teams meet in Saturday’s Champions League final.

Ousmane Dembele, Lautaro Martinez, Khvicha Kvaratskhelia or Marcus Thuram? The panel discuss the options available to fill the places in attack.

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