๐Ÿ“ˆ S&P 500 Earnings Concentration Micron ($MU) and Nvidia ($NVDA) are expected to account for 36% of

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Venture Capital
๐Ÿ“ˆ S&P 500 Earnings Concentration

Micron ($MU) and Nvidia ($NVDA) are expected to account for 36% of S&P 500 earnings growth in Q3 2026, contributing +5.2 and +4.6 percentage points to the indexโ€™s +27% YoY growth.

The next 8 contributors are projected to add +8.2 points, or ~30%. The remaining 490 stocks are expected to add +9.2 points, or 34%.

Excluding the top 10 contributors, earnings growth is estimated to decline -11% YoY.

Never in history has market concentration been like this.

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