earnings growth
Discussion centred on whether earnings growth can justify a highly concentrated, AI-led market rally. Fiona Cincotta cited expectations for roughly 30% earnings growth this quarter, supporting optimism 3, while Peter Boockvar argued that earnings growth is not broad because only a few market pillars are driving the economy 2. Nvidia and Micron were described as accounting for an unusually large share of aggregate Q3 earnings growth 24, and DBS said Nvidia’s projected next-year growth suggests AI technology stocks remain far from bubble territory 5.
From the window to Oct 10, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
9 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Max Wiethe 2 mentions
- Ben Inker 2 mentions
- Peter Boockvar 1 mention
- Walter Bloomberg 1 mention
- Jack Farley 1 mention
- jim iuorio 1 mention
- Bloomberg 1 mention
- Dan Nathan 1 mention
See what your own voices say about earnings growth, every morning.
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