S&P 500 third-quarter earnings are expected to grow about 30% year-over-year. However, just ten companies—led by AI chipmakers like Nvidia and Broadcom—account for two-thirds of those total profits, highlighting the market's heavy reliance on the AI boom and its costly infrastructure. WSJ reporter <a href="https://www.wsj.com/news/author/hannah-erin-lang?mod=WSJ_TNBPOD" target="_self" rel="noopener noreferrer">Hannah Erin Lang</a> explains what this earnings <a href="https://www.wsj.com/finance/stocks/the-earnings-boom-is-heavily-reliant-on-just-a-handful-of-stocks-21decb53?mod=WSJ_TNBPOD" target="_self" rel="noopener noreferrer">concentration</a> means for investors. Julie Chang hosts.

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