Schwab strategist Liz Ann Sonders said Nvidia and Micron will drive a third of S&P 500 2026 earnings growth, while Bitcoin broke above $80,000 the same day. According to BeInCrypto, Sonders said Nvidia alone accounts for 18% of expected year-over-year earnings growth and Micron adds another 14 percentage points, highlighting a rotation into concentrated winners. Bitcoin later touched above $81,000 before easing near $78,400, as traders weighed AI earnings, dollar weakness and Treasury buybacks.