What’s likely to move the market
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching as the Dow Industrials fell more than 260 points, and what’s on the radar for the next session. Defense and defense-related stocks hit new highs GE Aerospace is at an all-time high. The stock is up 9% in February. Huntington Ingalls is at an all-time high. The stock is up 9% in a week. Lockheed Martin is at an all-time high. Shares are up 14% in a month. Northrop Grumman is at an all-time high. The stock is up almost 30% in 2026. RTX is at an all-time high. Shares are up 12% in 2026. CNBC TV’s Morgan Brennan covers the sector. She’ll have the latest on these stocks, as well as a great explainer on the buildup of American forces near Iran and details on Iran’s arsenal Friday on ” Worldwide Exchange ” at 5 a.m. ET. LMT 1M mountain Lockheed Martin in the past month Oil and natural gas — the commodities West Texas Intermediate crude oil futures are up around 16% so far this year. Brent crude futures are up about 18% so far this year. Natural gas futures are now down nearly 19% in 2026. Energy stocks APA Corp is at an 18-month high. The stock is up 8% in a week and up about 19% in 2026. Baker Hughes is at a nine-year high. The stock is up 37% in 2026. ConocoPhillips is at 14-month high. The stock is up 19% so far this year. Chevron is at a 40-month high. Shares are up 21% so far this year. Devon Energy is at an 18-month high. The stock is up 21% year to date. Diamondback Energy is at a 13-month high. The stock is up 16% year to date. Halliburton is at a 20-month high. Shares are up 25% this year. Kinder Morgan is at a 16-month high. The stock is up 18% year to date. Targa Resources is at an all-time high. Shares are up 21.5% in 2026. Thanks very much to CNBC data guru Chris Hayes for being on top of the energy stocks. BKR YTD mountain Baker Hughes in 2026 Microsoft The Verity Platform uncovered a major insider buy at Microsoft . The stock-monitoring platform showed that director John Stanton bought 5,000 shares of Microsoft for about $2 million dollars. That’s one of the largest purchases by any company insider in almost 20 years. The stock is down 28% from the high reached on July 31. The relative strength index for the stock is at 32.5. To some traders and investors, 30 often indicates a stock is oversold. A reading of 70 or greater means it’s overbought. There is no guarantee that a stock will move the opposite way if it hits an RSI of 30 or 70, but this is one of many indicators traders and investors watch. Thanks to CNBC data man Nick Wells for his help on the research on this one. Big data at 8:30am on ‘Squawk Box’ with Becky Quick, Joe Kernen and Andrew Ross Sorkin The first reading of the fourth-quarter gross domestic product is on the list. The Dow Jones consensus calls for a 2.5% increase. Personal income data is also due at 8:30 a.m. Economists polled by Dow Jones are looking for a 0.2% increase. Key inflation data comes out at 8:30 a.m. as well. The personal consumption expenditures price index reading is expected to rise 0.3% month to month. Year over year, the Dow Jones consensus estimate forecasts a 2.8% increase. Ahead of the data, the 10-year Treasury is yielding 4.075%. The two-year Treasury yield is at 3.465%. The three-month Treasury yield is at 3.698%. The dividend yield on the iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) is at 7.02%. The iShares iBoxx $ High Yield Corporate Bond ETF (HYG) is yielding 5.74%. The dividend yield on the State Street SPDR Bloomberg High Yield Bond ETF (JNK) is 6.54%. The Fidelity Corporate Bond ETF (FCOR) is yielding 4.41%.
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