quote: Q3 earnings highlights: AI infrastructure stocks are expected to drive more than half of S&P 500 EPS growth in Q3. Top 10 stocks will account for over two-thirds of aggregate S&P 500 EPS earnings growth Just Micron and Nvidia account for more than 1/3 of index EPS growth: two semi companies will generate more earnings growth than the bottom 490 S&P stocks combined S&P500 EPS growth expected at 27%, driven by AI, while median stock will grow EPS by just 9% in Q3, down from 14% in Q2 | "The S&P 2": Micron And Nvidia Alone Will Deliver A Third Of Q3 Earnings Growth As Median Stock Barely Grows https://www.zerohedge.com/markets/sp-2-micron-and-nvidia-alone-will-deliver-third-q3-earnings-growth-median-stock-barely(Historical earnings: For fiscal 2027 Q2 (period ended 2026-07-26), NVIDIA reported basic EPS of 4.87, diluted EPS of 4.85, net income of USD 118.010 billion, and revenue of USD 177.837 billion. In the prior-year period (ended 2025-07-27), basic EPS was 1.85, diluted EPS was 1.84, net income was USD 45.197 billion, and revenue was USD 90.805 billion. For fiscal 2027 Q1 (period ended 2026-04-26), basic EPS was 2.4, diluted EPS was 2.39, net income was USD 58.321 billion, and revenue was USD 81.615 billion. Consensus expectations: For the upcoming fiscal 2027 Q3 (event date 2026-11-17), consensus EPS estimate is 2.5253 and revenue estimate is USD 111.318 billion. For fiscal 2027 Q4 (event date 2027-02-23), consensus EPS estimate is 2.7989 and revenue estimate is USD 127.381 billion.)