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Nvidia (NVDA) Stock and Micron (MU) Could Drive One-Third of S&P 500 Earnings Growth

By Trader Edge at 2026-06-18 08:44

Sentiment: Positive

TLDR Goldman Sachs says Nvidia and Micron could together account for roughly one-third of all S&P 500 earnings growth in 2026. AI infrastructure beneficiaries broadly are expected to drive nearly half of S&P 500 EPS growth in both 2026 and 2027. Nvidia benefits from AI accelerator demand; Micron is tied to the memory requirements of [...] The post Nvidia (NVDA) Stock and Micron (MU) Could Drive One-Third of S&P 500 Earnings Growth appeared first on CoinCentral. Continue reading...

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