The S&P 500 on Friday ended October up 2.3% for the month, its sixth straight month of gains, despite wobbling this week after megacap companies posted mixed results. Doubt also grew that more interest rate cuts were imminent after the Fed eased by a quarter point on Wednesday, as expected. Following the October monetary policy meeting, Fed Chair Jerome Powell said an interest rate cut at the next meeting in December was "not a foregone conclusion." Investors had expected that move to be almost a done deal ...

CNBC's Jim Cramer on Friday told investors what to pay attention to next week on Wall Street, highlighting earnings from Palantir, McDonald's, Robinhood and Warner Bros Discovery.Cramer offered an optimistic outlook for November, even as Wall Street worries about weakrning consumer-oriented companies as the government shutdown persists. He said November and December usually tend to be better months for the market than September and October."I think you got to have the long term view here," he said. "We're i ...

Welcome back to Market on Close. I'm Marley Caden here in Chicago alongside Sam Bodis at the New York Stock Exchange. We'll close out the week with our final thoughts on the week and today's session as well.Gold prices were extremely volatile this October, but closed out with its third straight monthly gain as of the final bell today, despite closing down about a half of a percent. Prices did manage to stay above that 4,000 mark to end the month though with total gains of just under 4%. The metal has gained ...

市场整体情绪与驱动因素 - 亚马逊和苹果的强劲财报为市场注入信心 特别是科技板块 亚马逊业绩表现优异 其备受关注的AWS业务超出预期 苹果iPhone销售业绩超出预期 [1] - 市场在消化美联储议息会议结果的同时 投资者预期正在发生板块轮动 部分大型机构似乎正从权重过高的科技板块转向金融和制药板块 [3] - 十二月利率变动的可能性在美联储周三评论后持续变化 这将是未来几周市场持续关注的议题 [3] 主要公司业绩表现 - 亚马逊业绩表现强劲 AWS业务表现突出 贡献了坚实的整体财报 [1] - 苹果iPhone销售业绩超出预期 [1] - 字母表公司昨日股价上涨2.5% 得益于强劲的季度报告 主要驱动力为广告和云业务 季度营收达到1000亿美元 [2] - Meta Platforms股价昨日下跌超过11% 主要原因是市场担忧其费用增长快于预期 以及一笔160亿美元的一次性税收费用 [2] - 埃克森美孚公司财报略低于预期 延续了同比下降的趋势 主要原因是原油价格下跌 股价小幅下跌 [2] - 雪佛龙公司财报同比也有所下降 但超出了预期 股价基本持平 [2] 特定行业与公司动态 - 科技股昨日表现疲软 给市场带来不确定性 [2] - 芯片otle墨西哥烧烤股价下跌18.2% 成为标普500指数中跌幅最大的成分股 公司报告在25-34岁客户群体方面遇到困难 导致季度业绩不及预期并下调年度展望 [2] - 能源板块方面 埃克森美孚和雪佛龙的财报均呈现同比下降趋势 [2] - 美国和中国之间似乎达成了“贸易休战” 但这一伙伴关系脆弱 令投资界感到紧张 [3]

Meta CEO Mark Zuckerberg on stage at the Meta Connect conference in September. David Paul Morris / Bloomberg via Getty Images Close Key Takeaways Shares of a social media juggernaut slumped as investors balked at its rapidly accelerating spending on artificial intelligence, while reports of potential partnership or buyout talks helped a vaccine maker's shares shoot higher. Chipotle Mexican Grill (CMG) stock fell 18.2%, the most of any S&P 500 component, after the fast-casual burrito chain reported lower-tha ...

Welcome back to Market on Close. I'm Marley Kaden here in Chicago alongside Sam Bodis at the New York Stock Exchange. A very busy day here on Market on Close, but we'll close out how we always do with some final thoughts on today's session.For me, it's just a broad look at the third quarter earnings season so far. Off to a very strong start with many of the S&P 500 companies posting really impressive results. Prior to the close today, we'd heard from just over half of the S&P.In that group, 82% reported bet ...

中美贸易关系 - 美国总统特朗普称与中国的习近平面谈“令人惊叹”，并宣布将把与芬太尼相关的中国商品关税从20%削减至10% [6][7] - 贸易协议包括中国将稀土出口延长至少一年，并恢复购买美国大豆 [7] - 但会谈未涉及英伟达对华芯片出口问题，特朗普表示该问题将由北京和芯片公司自行解决 [8][9] - 分析师认为此次会谈是“临时休战”，是“明显的降级”，但整体对华关税税率仍高达47% [13][15][16] - 未决议题清单更长，包括台湾问题、中国购买俄罗斯石油以及TikTok的未来等均未解决 [17][18] 科技巨头财报与AI投资 - Meta股价在盘前交易中下跌近9%，公司营收强劲但受一次性税收支出和巨额AI投资影响 [9][29] - Meta将2025年资本支出展望上调至高达720亿美元，并预计2026年该数字将进一步攀升 [29] - 微软股价盘前下跌约3%，尽管营收和盈利超预期，其资本支出跃升74%至350亿美元以资助AI基础设施 [30][31] - 谷歌母公司Alphabet股价盘前上涨超过7%，营收增至1020亿美元，其中谷歌云业务增长34% [31][32] - Alphabet将全年资本支出预测上调至920亿美元，AI交易带来数十亿美元新营收 [32] 人工智能行业动态 - 路透社报道OpenAI正在为可能达1万亿美元的IPO奠定基础，这将是史上最大规模公开募股之一 [3][33] - OpenAI完成重组，其非营利部门持有26%股份，微软持有约27%股份 [33] - 三星电子半导体业务第三季度营业利润约为49亿美元，同比增长约80%，受AI服务器需求推动 [47] - 英伟达本周市值达到5万亿美元，但其对华Blackwell芯片的出口问题未在美中会谈中讨论 [48][49] 美联储货币政策 - 美联储再次降息25个基点，但并非一致通过决策，两名官员持不同意见 [10][34] - 美联储主席鲍威尔持谨慎态度，表示12月再次降息“并非既定事实”，政策“并非预设路线” [34][35][36] - 鲍威尔指出目前利率较一年前更接近中性水平150个基点，并称更关注供给侧（如移民）而非劳动力市场问题 [37][38][39] 航空与国防工业 - 波音因777X客机项目延迟计提近50亿美元费用，但首席执行官指出实现了正向现金流等新里程碑 [42] - 空客股价大幅上涨，尽管面临供应链延误，公司确认了年度财务目标，净利增长14%至112亿欧元 [43] - 两家航空巨头的订单积压仍保持高位，空客计划成立新实体与埃隆·马斯克的SpaceX竞争 [44][45] 消费与制药行业 - Chipotle股价暴跌约19%，公司下调全年客流预期，第三季度营收约为30亿美元，低于预期的30.5亿美元 [45][46] - 礼来公司股价盘前上涨，公司将全年营收展望上调至630亿至635亿美元，调整后每股收益指引上调至23至23.70美元 [58] - 默克公司股价下跌，尽管营收和盈利超预期，公司收窄全年销售 forecast 至645亿至650亿美元，Keytruda销售受到批发商 timing 的轻微负面影响 [59] - 康卡斯特股价上涨约1%，国内宽带用户流失10.4万，但好于预期的14万，营收312亿美元超预期 [60][61]

US-based private equity company Roark Capital is considering a sale of bakery chain Nothing Bundt Cakes, as reported by Reuters. A potential deal could value the business at more than $2bn. Roark has engaged advisers North Point and Bank of America to manage the sale process, which is likely to begin in early 2026. The advisers and Roark did not comment when contacted, and Nothing Bundt Cakes had not responded to requests for comment. The Dallas-based bakery chain, established in 1997, offers hand-craf ...

Australia-based fast-casual chain Zambrero has named Daryl McCormack as its new CEO, effective immediately. The chain, which serves Mexican-inspired dishes, will continue to ramp up its growth model under McCormack. It has 339 restaurants across Australia, New Zealand, Ireland, the UK and the US. The business is planning to open 400 outlets by early 2026 and a longer-term goal of 500. McCormack stated: “I am so excited to be given this wonderful opportunity by Dr Sam Prince. We share a common optimism a ...

公司战略与业务发展 - 塔可贝尔正在大力投资以Live Más Café概念为核心的饮品业务 计划到2030年实现50亿美元的饮品业务目标 [1][3] - 与麦当劳已关闭的CosMc's独立门店不同 Live Más Café模式设置在塔可贝尔现有餐厅内部 顾客通过自助点餐机下单并观看“bellrista”制作饮品 [2] - 该饮品概念是公司吸引年轻消费者更广泛计划的一部分 旨在迎合Z世代和千禧一代对“小确幸”文化和个性化体验的需求 [15][16] - 公司计划在2025年将菜单创新速度提高一倍 尽管自2019年以来价格已上涨75.5% 但顾客仍持续回流 [20] - 塔可贝尔是百胜餐饮集团投资组合中的亮点 第二季度同店销售额增长4% 表现优于许多快餐竞争对手和集团内其他品牌 [21] 产品与菜单创新 - Live Más Café饮品菜单包含四个主要类别：油条奇乐冰 特色咖啡 清新果饮和“bellrista最爱” 产品设计融合了墨西哥灵感与趣味性 [6][7] - 菜单定制选项被有意限制 因为消费者调研显示他们更倾向于由公司为其精心搭配饮品 [7] - 尔湾门店最畅销的饮品包括墨西哥巧克力油条奇乐冰 激浪 baja blast梦幻汽水和芒果桃子清新果饮 十大畅销饮品中有六款是奇乐冰 [8][9] - 公司已将最初在Live Más Café菜单上推出的清新果饮推广至全国所有餐厅 并成为最畅销单品之一 [18] - 咖啡馆菜单中的咖啡选项是公司更深入进军早餐计划的一部分 [18] 运营表现与市场反馈 - 今年以来 塔可贝尔已售出超过6亿杯饮品 同比增长16% 超过60%的订单包含饮品 [4] - 尔湾门店自开业以来日均售出超过900杯饮品 超过三分之一的订单包含Live Más Café菜单上的商品 [9] - 首家测试门店丘拉维斯塔店的日均饮品销量超过750杯 超出初始销售预期四倍 近一年后仍有25%的交易包含Live Más Café饮品 [10] - 公司表示 基于目前的业务结果 该模式的投资回报率非常有吸引力 符合加盟商对大型项目的预期 [11] 行业趋势与竞争格局 - 今年快餐行业最热门的趋势并非鸡肉三明治或植物基汉堡 而是各种质地 颜色和营养价值的饮品 [11] - 多家快餐连锁店正积极推出饮品创新 例如Shack Shack推出带有迷你覆盆子爆爆珠的柠檬水 Panera Bread在部分门店测试清新果饮和能量提神饮 Chick-fil-A计划开设专注于特色咖啡 冰沙和冷压果汁的Daybright饮品店 [12] - 根据Technomic的数据 过去一年前500大连锁餐厅的饮品销量增长了9%以上 这一创新浪潮伴随着7 Brew Coffee和Swig等特色饮品连锁店的快速扩张 [13] - 行业专家指出 Z世代和千禧一代正在推动这一趋势 他们将快餐消费视为一种体验和新奇尝试 而不仅仅是满足口腹之欲 [14][15]