每个工作日，CNBC 投资俱乐部（Jim Cramer 主持）都会发布《Homestretch》——这是一份可操作的下午更新，恰好赶上华尔街最后一个交易小时。标普 500 指数小幅下跌，受到科技和可选消费股的拖累，第三季度财报季即将开启。其他所有板块均呈上涨，其中能源板块表现突出，能源精选 SPDR ETF 创下盘中历史新高。
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The S & P 500 is slightly lower , weighed down by technology and consumer discretionary stocks, ahead of the start of third-quarter earnings season. All other sectors were positive, including energy, with the Energy SPDR ETF hitting a new intraday all-time high.
由于上周末中东地区发生更多袭击事件，油价正在上涨。债券市场对油价上涨没有反应，因为哥伦布日当天市场休市。在人工智能领域，英伟达股价在微软宣布将于明年将其 Azure Maia 系列定制加速器扩展至多吉瓦级部署后出现下跌。有人认为这些芯片将减少微软对英伟达 GPU 的依赖，但客户仍在为每一代新英伟达芯片排队，因为这些芯片每吉瓦功率能提供更高的计算性能和收入潜力。
Oil is moving higher following more attacks in the Middle East over the weekend. The bond market isn't reacting to rising oil prices because it's closed for Columbus Day. In artificial intelligence news, Nvidia shares slid after Microsoft announced it is scaling its Azure Maia family of custom accelerators to multi-gigawatt deployments next year. Some will argue that these chips reduce Microsoft's reliance on Nvidia GPUs, but customers continue to line up for each new generation of Nvidia chips because they deliver greater computing performance and revenue potential per gigawatt of power.
此外，Meta 平台推出了其最新 AI 模型 Muse Wonder，该公司称该模型在个人和专业代理、记忆以及编码等关键基准测试中实现了最先进的表现。热门的 Muse 个人代理月付费用户将获得该模型的使用权限。这些新模型表明，Meta 对数据标注初创公司 Scale AI 的 143 亿美元投资正通过新的人工智能产品开始见效。
Elsewhere, Meta Platforms introduced its latest AI model, Muse Wonder, which it said achieves state-of-the-art results across key benchmarks for personal and professional agents, memory, and coding. Monthly paidrs to the popular Muse personal agent will gain access to the model. The new models are another sign that Meta's $14.3 billion investment in data-labeling startup Scale AI is starting to pay off through new AI products.
美光公司董事会批准额外 330 亿美元的股票回购计划，使其总回购授权额达到 351.6 亿美元。该扩大计划于周五在美光的 10-K 报告中披露，将于 12 月 9 日生效，届时《芯片与科学法案》下的回购限制将到期。该金额约占美光当前市值的 3%，基本相当于其在 2026 财年第四季度（截至 8 月）所产生的调整后自由现金流。
Micron's board authorized an additional $33 billion in share repurchases , bringing its total authorization to $35.16 billion. The expanded plan, disclosed in Micron's 10-K filing published Friday, takes effect Dec. 9, when buyback restrictions under the CHIPS Act expire. The figure represents about 3% of Micron's current market capitalization and essentially matches the adjusted free cash flow it generated in the fourth quarter of fiscal year 2026, which ended in August.
据FactSet估算，未来四个季度的自由现金流约为1410亿美元，拥有充足的额外回购能力，这一更新可能是随后将陆续宣布的多项增量授权的开端。美光公司股价上周五略有下跌，周一回落约3%，与其他存储和内存供应商以及AI芯片公司同步。周一收盘后暂无重大财报公布。周二开盘前，将公布高盛、富国银行和强生等公司的业绩。
With an estimated $141 billion in free cash flow over the next four quarters, according to FactSet, there's ample capacity for additional buybacks, making this update likely the start of several incremental authorizations to be announced over time. Micron shares dipped slightly last Friday and are pulling back 3% on Monday alongside other memory and storage providers and AI chip names. There are no major earnings after the closing bell on Monday. Before the opening bell on Tuesday, we'll see earnings from Club names Goldman Sachs , Wells Fargo , and Johnson & Johnson .
华尔街预计高盛第三季度每股收益（EPS）为13.02美元，收入为167.1亿美元。分析师预计富国银行每股收益为1.85美元，收入为223.0亿美元，强生每股收益为2.54美元，收入为252.8亿美元。所有预估均来自LSEG。摩根大通、花旗集团、联合健康集团和达美乐披萨也计划发布业绩。数据方面，将公布NFIB小企业乐观指数和成屋销售数据。
The Street is looking for Goldman's third-quarter earnings per share (EPS) of $13.02 and revenue of $16.71 billion. Analysts forecast Wells' EPS of $1.85 on revenue of $22.30 billion and J & J earnings of $2.54 on revenue of $25.28 billion. All estimates are from LSEG. JPMorgan , Citigroup , UnitedHealth Group , and Domino's Pizza are also scheduled to report. On the data side, we'll see the NFIB Small Business Optimism Index and existing home sales. ()