Market Cap Soars by 10 Trillion in a Day… Hidden AI Infrastructure Stocks Surge

U.S. cloud–based customer engagement platform provider Twilio Inc. (NYSE: TWLO) jumped 21.52% on the New York Stock Exchange to close at $171.24 per share (approximately ₩240,000). Its market capitalization climbed by about $7.1 billion (roughly ₩10 trillion) from the previous day to reach $25.9 billion (about ₩36 trillion), with trading volume totaling 2.82 million shares.

In its first quarter, Twilio reported revenue of $1.41 billion (around ₩2 trillion), a 20% increase year-over-year, and non-GAAP operating income of $279 million (about ₩400 billion), outperforming market expectations. The company also raised its full-year 2026 guidance for both revenue growth and earnings.

Institutional interest remains strong. Vanguard Group increased its stake in Twilio by 0.9% in the fourth quarter of last year, bringing its holding to approximately 15.45 million shares—worth $2.2 billion (about ₩3 trillion)—and making Vanguard the largest shareholder with roughly a 10% stake.

Founded in 2008 and listed on the NYSE in 2016, Twilio enables developers to integrate communications features—such as SMS, voice and email—into applications with ease. Recently, by emphasizing voice AI and real-time, data-driven personalized messaging, the company has positioned itself as the “infrastructure layer for the AI era,” fueling renewed interest in Twilio as a potential beneficiary of generative AI trends.