Micron and Nvidia Are the 2 Biggest Drivers of S&P 500 Earnings Growth. Are Their Stocks Buys?

Impact · against what's priced in

The article provides no new catalysts for either company, as the reported revenue guidance and margin trends are already reflected in current valuations. Micron's margin stabilization and Nvidia's role in index growth are existing market assumptions, leaving the primary long-term valuation drivers unchanged.

MU+0.00

Already priced in

The price assumes

Near-term earnings expansion, with adjusted EPS already at $25.11 and gross margins at 84.6%