In brief

• Nvidia and Micron are driving one-third of the S&P 500’s earnings growth in 2026.

• Schwab’s Liz Ann Sonders called market rotation the new mood in trading.

• Bitcoin rose above $80,000 as pressure in the bond market boosted demand for safe-haven assets.

Read the original story Schwab strategist notes that Wall Street’s growth is focused on two companies written by Darryn Pollock on fi.beincrypto.com