CNBC·2025-10-08 18:28Market Overview - Stocks were higher on Wednesday, with both the S&P 500 and Nasdaq on track for record closes, following a rebound in AI infrastructure and technology stocks [1] - Nvidia shares increased nearly 2% in Wednesday afternoon trading [1] Company Insights - Linde's shares are up about 12% this year, despite a slow start in October due to macroeconomic concerns [1] - Goldman Sachs remains favorable on Linde, expecting third-quarter results toward the high end of its guidance range, which is $4.10 to $4.20 per share, indicating year-over-year growth of 4% to 7% [1] - BNP Paribas noted that Linde's CFO's commentary aligns with previous assumptions, with potential for more favorable currency conditions [1] - Linde is recognized for consistently beating earnings estimates and outperforming peers due to its pricing power and cost management [1] Industry Developments - Amazon Pharmacy plans to launch in-office kiosks in One Medical locations starting December 2025, aiming to enhance healthcare access [1] - The kiosks will offer common medications and are tailored to specific prescribing patterns, posing a threat to CVS's core pharmacy business [1] - Amazon's healthcare ambitions could disrupt the sector, leveraging its existing services for Prime Members [1] - Amazon's stock performance has been disappointing in 2025 compared to its peers, with a need for Amazon Web Services to show revenue growth re-acceleration [1] Upcoming Earnings - PepsiCo and Delta Airlines are scheduled to report earnings before the opening bell on Thursday [1]