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. With the average of the three major stocks having their worst day since October, here’s what CNBC TV producers were watching and what they’re looking at next session. President Donald Trump will travel to Davos on Wednesday to speak at the World Economic Forum’s annual meeting. He’ll also sit down with our own Joe Kernen for an interview that will air on “The Exchange” at 1 p.m. ET. There is no doubt that Greenland will be in the spotlight. The country is rich in rare earth minerals and many rare earth miners are off to a fast start heading into 2026, with Critical Metals up 147%. US antimony rose 85%. Energy Fuels rose 62%. US rare earths rose 61%. MP materials have increased by 35%. There will also be revenue from Johnson & Johnson before the 2026 CRML YTD Mountain Critical Metals Bell. JNJ is up 5% since the beginning of the year. As CNBC dataman Chris Hayes follows, the stock has recently been trading at all-time highs, although it ended slightly lower on Tuesday. JNJ is up 12% in the past three months and 33% in the past six months. Joseph Wolk, executive vice president and chief financial officer of Johnson & Johnson, will join “Squawk on the Street” for a live interview Wednesday at 9 a.m. JNJ 3M Mountain Johnson & Johnson Stock Past 3 Months Charles Schwab Co. is also scheduled to report earnings Wednesday morning. SCHW is about 3% off its all-time high of $104.98 hit on January 16th. It is up more than 6.5% in the past three months and more than 32% in the past 12 months. Charles Schwab President and CEO Rick Wurster will join Money Movers on Wednesday. SCHW 1Y Mountain Charles Schwab Past 12 Months Stock Price The Consumer Discretionary sector finished Tuesday as the second-worst performing S&P sector behind Tech. JPMorgan retail analyst Matthew Boss remains confident in the enduring strength of America’s great consumer. “I think overall spending is solid,” Vos told Scott Wapner of “Closing Bell.” “I think we’re seeing resilience in the lower income groups… We’re seeing selective consumers in the higher income groups… So no one’s just spending frivolously, and that’s benefiting what I call value retail.” Vos sees “selective consumers and intensive consumers,” but warns it’s “not a rising tide” that will name all retailers. Here are the potential opportunities he sees for 2026-2027. TJX Companies: Down 2% from its all-time high on Jan. 9, up about 9% over the past three months Roth Stores: Up over 5% year-to-date, up 20% over the past three months Dollar General: Up over 10% year-to-date, up 38% over the past three months Dollar Tree: Up 9% year-to-date, up 35% over the past three months 3 months Ollie’s Bargain Outlet: up 4% year-to-date, down 5.5% over past 3 months
