Stocks @ Night is a daily newsletter delivered after hours, giving you the first information about tomorrow and the last information about today. Sign up for free to receive it straight to your inbox. Here’s what CNBC TV producers were watching as the S&P 500 hits a new record, and what’s on the table for the next session. McDonald’s “Delicious food, fast,” the major restaurant chain reported Thursday morning. The results will be featured on “Squawk Box” with Becky Quick, Andrew Ross Sorkin and Joe Kernen. CNBC’s Eunice Yun will air a special report on McDonald’s operations in China starting at 6 a.m. ET. The stock price has fallen 13% in the past three months. The stock is down 17% from its high in early March. MCD 3M Mountain McDonald’s Stocks in the Past 3 Months Corning and Nvidia’s “Squawk Box” and CNBC TV’s Christina Persineveros broke the big news Wednesday morning that Corning will build three new factories to manufacture optical technology exclusively for Nvidia. Corning closed 12% higher on Wednesday. The stock price rose 20% in the morning. Stocks hit new highs before paring some of their gains. The stock price has more than doubled by 2026. Nvidia rose about 6% during the session. The stock is down 4% from its April high. On Thursday’s “Mad Money” with Jim Cramer, we hear from CEOs Jensen Huang of NVIDIA and Wendell Weeks of Corning. Citigroup’s Jane Fraser The CEO of a major bank will join Sara Eisen and Carl Quintanilla on “Money Movers” Thursday at 11:30 a.m. Thursday is Citigroup’s Investor Day. The stock is up 9% year to date in 2026. The stock is down 5.6% from its April 21 high. C YTD Mountain 2026 Citigroup Big Data April ADP private payrolls rose by 109,000 people, beating Street expectations. But ADP chief economist Nella Richardson warned that the numbers included more low-wage part-time jobs. Thursday, 8:30 a.m. with the “Squawk Box” team to get unemployment claims data. Becky Quick, Andrew Ross Sorkin and Joe Kernen are covering the case and will have access to data and immediate market reaction. The Dow Jones consensus forecast for new unemployment insurance claims is 206,000. Key employment data for April will be released on Friday morning. It will also be included in “Squawk Box”. According to prediction market Kalsi, 67% of bettors believe the number will exceed 60,000 jobs. About 57% expect the number to exceed 80,000, and 39% want more than 100,000 jobs. Finally, 23% put their money to work, saying the number would exceed 120,000. For more information about prediction markets, please visit https://www.cnbc.com/prediction-markets/. Block Report After the Bell Payment services stocks have risen 26.5% in the past three months. Block stock is down 14% from its August high. Back in February, CEO Jack Dorsey said the company could do better with artificial intelligence and announced it would lay off about half its staff. “We’re already seeing the intelligence tools we’re creating and using, combined with smaller, flatter teams, enabling new ways of working that fundamentally change what it means to build and run a company,” Dorsey wrote in a post on social media platform He called it “one of the most difficult decisions in the company’s history,” but one wonders if it could have been any harder. Since the announcement in late February, the stock has risen 36%. Further details on the company’s earnings and immediate stock reaction will be released Thursday at 4 p.m. XYZ 3M Mountain Block Shares Over the Past 3 Months Garden State-based AI cloud company CoreWeave reports after the bell. Coreweave stock has increased 53% in the past three months. The stock is down 26% from its June high. CNBC TV’s Cristina Parsineveros will report on the numbers and stock reaction at 4 p.m. Consumer Expectations Read about the great American consumer when the New York Federal Reserve releases consumer expectations data at 11am. The State Street SPDR S&P Retail ETF (XRT) is up 4% in a month, but has fallen more than 2% since the start of the Iran war, when gas prices began to rise. The ETF is up 7% from its January high. The S&P Consumer Discretionary sector rose 13.7% in the month. It has risen 7.4% since the start of the war. The S&P Consumer Staples sector rose nearly 2% in one month. It has decreased by 5% since the war began. Disclosure: CNBC and Kalsi have a commercial relationship that includes customer acquisition and minority ownership. Markets change and headlines fade, but the fundamental principles of building long-term wealth remain the same. Join us for the third annual CNBC Pro LIVE. Investors from all backgrounds, from financial professionals to individuals, come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you start, you’ll leave with clearer thinking and a stronger strategy. Enter your email address here to get your discount code.
