According to CoinMeta, as reported by Coinpaper, Nvidia, Broadcom, and Micron are expected to drive nearly 40% of the S&P 500's earnings growth in the third quarter of 2026, despite the pressure of rising yields and selling off in artificial intelligence stocks. According to Goldman Sachs, S&P 500 earnings are expected to grow by about 29.6% year-on-year. The strong performance of these three companies in the semiconductor industry demonstrates the high dependence of the U.S. stock market on a few companies that benefit from investments in artificial intelligence. Despite the recent weak performance of semiconductor stocks, these companies are still driving the overall market upward.