🇳🇴 Norwegian, 25 October 2026, AI-driven growth
Nvidia and Micron Drive 34% of Expected S&P 500 Earnings Growth
Two tech giants are behind a third of the expected earnings growth in the US market, according to Dow Jones Market Data.
Nvidia and Micron are driving 34% of the expected earnings growth among S&P 500 companies in the third quarter, according to an analysis from Dow Jones Market Data. The enormous earnings growth is strongly concentrated around artificial intelligence and the oil sector, making the market vulnerable to weaker returns. Despite the vulnerability, experts believe the market is rational and differs from the dotcom bubble because the giants are actually delivering huge profits.