NVDA & MU Growth Show SPX Concentration, Fed Readies for Jackson Hole @SchwabNetwork
NVDA & MU Growth Show SPX Concentration, Fed Readies for Jackson Hole  @SchwabNetwork
Uploaded August 2026 | Updated September 2026, 2 weeks ago
Nvidia (NVDA) represents 18% of the S&P 500's (SPX) incoming growth and Micron (MU) represents 14%, says Liz Ann Sonders of @CharlesSchwab. She points to both stocks as a key signal that growth remains concentrated in the AI trade. Michael Townsend looks ahead to Jackson Hole and how Fed Chair Kevin Warsh will drop hints to the interest rate outlook. In D.C., Congress faces a contentious couple months as voters keep their eyes on midterm elections.

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NVDA & MU Growth Show SPX Concentration, Fed Readies for Jackson Hole

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