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Schwab reports Nvidia and Micron will drive roughly one-third of S&P 500 earnings growth through 2026. Simultaneously, Bitcoin surged past $80,000 driven by Treasury policy shifts, dollar weakness, a…
Q2 S&P 500 earnings grew 41.6% YoY, heavily driven by Nvidia, Micron, and Alphabet. Excluding these three, Tech sector growth drops sharply from 94.9% to 33.2%, highlighting Nvidia's outsized contrib…
Earnings season heats up with AMD reporting this week amid strong S&P 500 results. Analysts project a 47.5% earnings growth rate for the index in Q2, signaling broad market strength.
Carillon's Q2 2026 letter highlights Broadcom's steady custom silicon demand and rising earnings estimates from new large clients, amid a broader AI-driven semiconductor rally, though software stocks…
European Q2 earnings are forecast to rise 15.3%, largely from higher energy prices, while U.S. earnings are expected to grow 23.7%, driven by AI. Analysts flag a persistent AI-growth gap weighing on …