WSJ Tech News Briefing
A Handful of AI Giants Are Powering the Market’s Earnings Surge
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Show notes
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 explains what this earnings concentration means for investors. Julie Chang hosts.
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