盘前：纳指期货涨0.70% AMD飙升34%

Group 1: Market Overview - A large regional bank merger has sparked optimism for a wave of larger mergers, with AMD's partnership with OpenAI significantly boosting its stock price, leading to an increase in U.S. stock index futures [2] - As of the report, Dow futures rose by 0.20%, S&P 500 futures by 0.32%, and Nasdaq futures by 0.70% [2] - The S&P 500 and Nasdaq indices have seen four weeks of gains in the past five weeks, with increases of 1.1% and 1.3% respectively last week [2] Group 2: AMD and OpenAI Partnership - AMD has entered a partnership with OpenAI, allowing OpenAI to acquire up to 10% of AMD through multiple batches of warrants, resulting in a pre-market surge of over 30% in AMD's stock price [2] - AMD will utilize specific models of GPUs in the coming years, while its main competitor, Nvidia, faced downward pressure following the announcement [2] Group 3: Bank Merger Impact - Fifth Third Bank announced an all-stock acquisition of Comerica Bank valued at $10.9 billion, causing Comerica's stock price to rise by 14% [2] - The newly formed bank will become the ninth largest in the U.S. by asset size, contributing to expectations of more mergers in the sector [3] Group 4: Economic Sentiment - Despite the ongoing government shutdown, investor sentiment remains optimistic, focusing on corporate earnings prospects and potential further rate cuts by the Federal Reserve [3] - Analysts believe that if the market experiences a significant drop due to the government shutdown, it could present a buying opportunity [3] Group 5: Federal Reserve and Economic Data - Several Federal Reserve officials are scheduled to speak this week, including Chairman Jerome Powell, despite key economic data being delayed due to the government shutdown [4] Group 6: Corporate Earnings Outlook - Goldman Sachs anticipates that U.S. corporate earnings will exceed expectations, driven by strong economic performance and a robust outlook for the AI sector [6] - The consensus forecast for S&P 500 companies' Q3 profit growth is 7.2%, the lowest in two years, with sales growth expected to slow from 6.4% to 5.9% [6] Group 7: Mining and Cryptocurrency Stocks - Mining stocks, including Sigma Lithium and Standard Lithium, saw pre-market gains, with discussions of U.S. government investment in key metal companies [7] - Cryptocurrency stocks also rose, with Bitcoin reaching a new high of $125,000, reflecting growing interest in the sector [7]