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Yhn BusinessFinance first seen 1 d ago, last 15 min ago, peak #2

Nvidia and Micron Drive 34% of US Earnings Growth

Original: Nvidia and Micron Make Up 34% of America's Earnings Boom

Two chipmakers, Nvidia and Micron, account for roughly a third of the growth in American corporate earnings, according to a Wall Street Journal analysis. The figures highlight how heavily the stock market's overall earnings boom depends on a handful of AI-related technology companies, raising questions about the breadth and durability of the current corporate profit recovery.

Why now: Investors are increasingly worried that market strength rests on a small number of AI-driven chip stocks

NvidiaMicronWall Street JournalUS stock market

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