A Handful of AI Giants Are Powering the Market’s Earnings Surge

S&P 500 third-quarter earnings are expected to grow about 30% year-over-year. However, just ten companies—led by AI chipmakers like Nvidia and Broadcom—account for two-thirds of those total profits, highlighting the market's heavy reliance on the AI boom and its costly infrastructure. WSJ reporter Hannah Erin Lang (wsj.com/news/author/hannah-erin-lang?mod=WSJ_T…) explains what this earnings concentration (wsj.com/finance/stocks/the-earnings-boom-is-he…) means for investors. Julie Chang hosts.

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