What’s likely to move the market in the next trading session
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 on Wednesday and what’s on the radar for Thursday’s session. Jobless claims The number comes out live on “Squawk Box” at 8:30 a.m. ET. Get the data and the instant reaction in the premarket. The consensus estimate from the experts is 210,000. On prediction market Kalshi, there aren’t a lot of takers above the consensus: 36% say the number will be above 210,000; 14% say above 220,000; and 8% above 225,000. Get the number at 8:30 a.m. sharp with Becky Quick, Joe Kernen and Andrew Ross Sorkin live on “Squawk Box.” Big earnings on ‘Squawk Box’ American Express : The stock is down 9.5% in three months. Shares are 14% from the December high. The stock is up 10% so far in April. Honeywell : The stock is down 1% since its last report three months ago. Shares are 11% from a March 2 high. American Airlines : Shares are down 23% since the last report. The stock is down 30% from the January high. The airline’s CEO, Robert Isom, will be live on “Squawk Box.” There’s a lot on the agenda, including jet fuel prices and any news on the possibility of a buyout from another airline. During Tuesday’s “Squawk Box” interview, President Donald Trump said he doesn’t want that , and American has said it prefers to fly alone . Blackstone : The stock is down 16% since last reporting three months ago. It is 32% from the September high. Big earnings on ‘Closing Bell Overtime’ Intel is up 20% in the three months since last reporting earnings. The stock is down 7% since last week’s high. Tesla The car or tech company — depending on how you classify it — beat earnings expectations but missed revenue expectations. The stock was down about 1% after hours. Telsa is 22% from the Dec. 22 high of $498.83 a share. It is more than $100 a share shy of that mark tonight. The stock is up 63% in a year. TSLA 1Y mountain Tesla stock over the past year IPO CNBC’s Pippa Stevens reports X-Energy is going public on Friday. It’s a nuclear company. Renaissance IPO ETF (IPO) is up 19% in April and up 40% in a year. Checking in on two other big nuclear names: Vistra is up 38% in a year, but down 3% in 2026. Constellation Energy is up 43% in a year, but down 19% in 2026. Both stocks are around 30% from their highs. ServiceNow CEO Bill McDermott telling ” Mad Money’s ” Jim Cramer Wednesday that “half of our revenue is now from AI in some form.” The company beat earnings expectations in Wednesday’s earnings report and hiked guidance. But it said the war in Iran is hurting subscription growth as it’s disrupting customers in the Middle East. ServiceNow shares are down 12% after hours. The stock is down 33% year to date and it is down more than 50% from the July high. NOW YTD mountain ServiceNow stock year to date Tractor Supply The stock hit a new 52-week low on Wednesday. Tractor Supply is now at lows not seen since the fall of 2023. High gasoline prices and higher prices for fertilizer have been hitting farmers all over the world and that hurts the stock. Broadcom and SanDisk Both hit new highs today, thanks to the CNBC data team’s Chris Hayes for keeping track of the chips. Broadcom is up 37% in April and up almost 150% in a year. Sandisk is up 54% in April — and up 3,205% in a year. That’s a lot. If you bought back then, you’re a big winner. SNDK 1Y mountain Sandisk stock over the past year Disclosure: CNBC and Kalshi have a commercial relationship that includes a CNBC minority investment. Markets shift and headlines fade, but the core principles of building long-term wealth remain constant. Join us for our third CNBC Pro LIVE, where investors of all backgrounds – from financial professionals to everyday individuals – come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you’re starting from, you’ll leave with clearer thinking, stronger strategies. Enter your email here to get a discount code.
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