Micron and Nvidia drive ~36% of S&P 500's Q3 earnings growth
Beth_Kindig · x · 2026-10-20
Analyst Beth Kindig highlighted that Micron ($MU) and Nvidia ($NVDA) are accounting for roughly 36% of the S&P 500's expected Q3 earnings growth, contributing about 5.2 and 4.6 points respectively to the index's 27.2% growth figure.
The numbers underscore how concentrated US equity earnings growth has become around memory and AI chips.
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