Micron's Q3 Earnings Jumped More Than 1,000% — Now the Largest Contributor to S&P 500 Earnings Growth, Ahead of Nvidia

Micron's Q3 earnings jumped more than 1,000%, making it the largest contributor to S&P 500 Q3 earnings growth for a second straight quarter, ahead of Nvidia. LSEG Lipper Alpha Insight (19 Oct 2026) says Micron contributes 5.79 percentage points of the index's 30.7% blended earnings growth, and that Micron and Nvidia together are nearly 35% of total growth. FactSet Insight (John Butters, 19 Oct 2026) ranks Micron first and Nvidia second: excluding both, S&P 500 Q3 blended growth falls from 29.0% to 20.0%.