In the short term

  • Nvidia and Micron will account for one-third of S&P 500 earnings growth in 2026

  • Schwab’s Liz Ann Sonders calls market rotation the new momentum trading

  • Bitcoin rose above $80,000 as stress in the bond market lifted safe-haven assets.

Read the original story: Schwab strategist points out that Wall Street’s growth is concentrated in two companies by Darryn Pollock on no.beincrypto.com

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