2026-10-14 15:22:54
Nvidia, Broadcom, Micron Projected to Drive 40% of S&P 500 Q3 Earnings Growth
According to Goldman Sachs data reported by Axios, Nvidia, Broadcom, and Micron are projected to account for nearly 40% of the S&P 500's third-quarter earnings growth. The three chipmakers' exposure to AI infrastructure spending reflects their roles as key suppliers: Nvidia provides AI