Every weekday, CNBC Investing Club with Jim Cramer publishes the Homestretch – an actionable afternoon update, just in time for the final hour of trading on Wall Street. Market Movements: Stocks were higher on Wednesday, with the S&P 500 and Nasdaq on track to close records. Tuesday’s pullback snapped the S&P 500’s seven-year winning streak, but the index rebounded on a rebound in AI infrastructure and technology stocks. Nvidia shares rose nearly 2% Wednesday afternoon. In case you missed it, watch Jim Cramer’s special Monthly Meeting interview with Nvidia CEO Jensen Huang. Fireside chats: Over the past few days, Linde’s management team has had fireside chats with analysts from Goldman Sachs and BNP Paribas. Shares of the industrial gas giant had a strong year, up about 12%. But stocks got off to a slow start in October, like many other chemical stocks, due to concerns about a weakening macroeconomic environment. Goldman Sachs and BNP Paribas shared positive findings from their discussions with management. Goldman said it remains supportive of Linde despite macro headwinds. Analysts noted that they “remain confident” that Linde will report third-quarter results at the high end of its forecast range. Linde previously said the high end of its adjusted earnings per share outlook for the third quarter, of $4.10 to $4.20, assumed an economic contraction. This outlook represents year-over-year growth of 4% to 7%. As for BNP, analysts pointed out that CFO Matt White’s comments on Linde’s different geographies and end markets were consistent with the company’s previous assumptions. If there was a change, the currency might be a little more favorable than expected. We have long known Linde as a resilient company that consistently exceeds earnings estimates, in good times and bad. It also has a strong track record of outperformance compared to its peers due to its pricing power and execution in cost management. Given the stock’s recent weakness and broader macroeconomic uncertainty, the news from management reassured us about our position. Rx Kiosks: Amazon Pharmacy announced plans to launch in-office kiosks to help patients get their medications immediately after their appointment. The e-commerce and cloud giant will deploy electronic kiosks at One Medical primary care locations starting in December 2025 in the greater Los Angeles area, with expansions to other locations shortly after, the company wrote in a press release. The kiosks will stock common, unrefrigerated medications, including antibiotics, inhalers and blood pressure medications, but will primarily be tailored to the specific office’s prescribing patterns. This announcement is part of Amazon’s broader ambition to expand access to healthcare with Amazon Pharmacy and make medicine easier for patients. The announcement poses a threat to CVS’s core pharmacy business, which is at the center of its one-stop-shop retail health care model. CVS stock’s slight decline on Wednesday suggests limited immediate implications. Amazon’s healthcare ambitions aren’t necessarily a core part of our investment case in the company, but if anyone can bring change to the sector, it would be Amazon. That’s because it already has a host of services that Prime members easily benefit from, from online retail, grocery, video, and now its growing pharmacy service. The stock has been disappointing in 2025 compared to its “Magnificent Seven” peers. We continue to emphasize that Amazon Web Services must show a reacceleration in revenue growth for the stock to resume its upside. Next: There are no major gains after the closing bell. PepsiCo and Delta Airlines report before the opening bell Thursday. (See here for a complete list of Jim Cramer’s Charitable Trust stocks.) As a subscriber to CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after a trade alert is sent before buying or selling a stock in his charity’s portfolio. If Jim talked about a stock on CNBC TV, he waits 72 hours after the trade alert is issued before executing the trade. THE ABOVE INVESTMENT CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY, AS WELL AS OUR DISCLAIMER. NO OBLIGATION OR FIDUCIARY OBLIGATION EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTMENT CLUB. NO SPECIFIC RESULTS OR PROFITS ARE GUARANTEED.