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benzinga.comSEP 153 min read$NVDA

Nvidia, Broadcom Just Helped Break a 90-Year Earnings Trend—Now Comes the Hard Part - State Street SPDR S

Nvidia (NVDA) and Broadcom (AVGO) reported strong Q2 earnings, with NVDA's EPS up 113.5% YoY and AVGO's up 96.4%. S&P 500 earnings grew 31%, exceeding expectations, driven by AI sector growth of 54%. This marks the first time in 90 years earnings exceeded the trend line. RIA Advisors notes two potential outcomes: sustained AI growth or normalization of profits.

Original reporting
benzinga.com
Published Sep 15, 2026, 5:53 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 15, 2026, 6:10 PM UTC. Informational, not investment advice.
How this was made
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Nvidia, Broadcom Just Helped Break a 90-Year Earnings Trend—Now Comes the Hard Part - State Street SPDR S — source image
Source · benzinga.com
Decision brief

The 30-second read

$NVDABullishMed
01

Why it matters

The earnings beat reinforces AI hype, but elevated market multiples suggest caution.

02

Market read

Both companies' results drive sector momentum and may influence broader market sentiment.

03

What to watch

Rising valuation multiples (S&P 500 at 25.6x) may limit upside despite earnings growth.

Relevance 8/10Novelty 8/10Timing: post‑market Q2 earnings release

Background

The article discusses how Nvidia and Broadcom's Q2 results broke a 90‑year S&P 500 earnings trend, highlighting AI sector strength.

Company-level read

Ticker impact

$NVDABullishHigh confidence
Context

Nvidia reported Q2 EPS $2.22, up 113.5% YoY, driving AI sector earnings surge.

Expected impact

Potential upside of 5‑7% over the next week.

Evidence & confidence

Quarterly beat and massive YoY growth signal continued demand; market already bullish on AI.

$AVGOBullishHigh confidence
Context

Broadcom posted Q2 EPS $3.32, up 96.4% YoY, contributing to S&P 500 earnings beat.

Expected impact

Possible 3‑5% rally in the near term.

Evidence & confidence

Near‑double earnings growth reinforces growth narrative for the chip sector.

Market effects

Sector

AI and semiconductor sectors see heightened investor interest, potentially lifting related stocks.

Regional

U.S. equity markets may see broader gains as S&P 500 earnings beat expectations.

Global

Global AI supply chain could benefit from the strong earnings momentum.

Counterpoint

What could challenge this read

If AI capex slows or margins normalize, the recent rally could reverse quickly.

Key entities

  • company
    Nvidia Corporation

    AI chipmaker delivering record earnings.

  • company
    Broadcom Inc.

    Semiconductor giant with strong earnings growth.

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