Analysts expect the profit of S&P 500 companies in the third quarter to increase by 30% in annual terms, according to the Wall Street Journal. At the same time, 34% of this figure will be given by only two companies - Nvidia and Micron. The ten largest companies, including Broadcom and Meta (known as extremists in the Russian Federation), will account for about two-thirds of total profit growth. Such a high concentration of income in the field of artificial intelligence raises concerns among investors about the return on large investments in the technology.