Mian: NVDA & MU Add to SPX Growing Reliance on Tech Profits

What this episode covers

Sheraz Mian of Zacks Investment Research breaks down why the U.S. economy and earnings outlook remain resilient, with more than a third of S&P 500 profits coming from tech. He points to Nvidia (NVDA) and Micron (MU) as key drivers, accounting for roughly half of this year’s growth. He also covers how shifting oil prices are affecting energy estimates and what AI-driven capital spending means for the broader market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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