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Not financial advice. Don't invest unless you're prepared to lose all the money you invest. This is a high-risk investment and you should not expect to be protected if something goes wrong.

The Kobeissi LetterNewsroom

Micron and Nvidia expected to drive large share of S&P 500 earnings growth in Q3 2026

13:05, 21 Oct 2026

Kobeissi Letter says Micron (MU) and Nvidia (NVDA) are projected to account for 36% of S&P 500 earnings growth in Q3 2026, adding +5.2 and +4.6 percentage points respectively.

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