S&P 500 Q3 earnings seen up 29.1% with Micron topping Nvidia as growth driver

Analysts expect S&P 500 earnings for the third quarter of 2026 to grow 29.1%, according to FactSet cited by MarketWatch on Sept. 27. Micron could pass Nvidia as the largest contributor; without Micron, growth would be 24%. Savers should note how much headline index growth hinges on one chipmaker's Sept. 30 report.