Thursday’s big stock stories: 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 for a fifth straight day, and what’s on the radar for the next session. Eli Lilly and Company CEO David Ricks joins ” Squawk Box ” in the 7 a.m. hour ET after the pharmaceutical giant reports quarterly numbers. The stock has lost about 17% in the past three months. Lilly is down 25% from the January high. LLY 3M mountain Eli Lilly & Co in the past three months Other big morning earnings Caterpillar : Shares have surged about 22% in the past three months and have gained 163% in the past 12 months. Some analysts say the company has been benefiting from the data center construction boom. The stock hit a new high last week. Merck : The stock has gained 2.4% in the past three months. It is off 11% from the February high. Hershey : The taste is good, but the stock has been flat over the last three months. It is 21% from the early March high. Mastercard : The stock has lost 3.4% in the past three months. Shares are down 13% from the high reached last August. After the bell… Apple Apple will be the big one on ” Closing Bell: Overtime .” Shares of Apple have advanced 4.6% in the past three months. The stock is down 6.4% from the Dec. 3 high. So far in 2026, the stock is flat. AAPL 3M mountain Apple shares in the past three months Qualcomm CEO Cristiano Amon will be live on “Money Movers.” CNBC TV’s Jon Fortt scored the interview. Get Amon’s thoughts on what’s next for the tech powerhouse when he’s on live in the 11 a.m. hour. Qualcomm beat estimates this afternoon, but the stock really jumped. It was last up 13% in after hours because Amon said the company was about to start sending chips to a large hyperscaler. There will be more on all this when Jon Fortt interviews the CEO Thursday morning. Following on today’s other big earnings Amazon : “Mad Money” man Jim Cramer is bullish on the stock after earnings because Amazon Web Services saw “incredible growth of 28%.” The stock is up 3% after the bell. Counting the extended trading action, the stock is up about 18% year to date. Alphabet : Cramer said, “They crushed it.” Shares are up more than 6% after the bell. The stock is now up 19% in 2026, accounting for the after-hours gain. Microsoft : Cramer said, “I thought they’d have more to say than they did. Maybe you could say the stock is cheap.” The stock is flat after hours. The stock is down 12% so far this year. Meta Platforms : Cramer wants more justification of their AI spending but likes the 33% revenue growth. Shares are down 6.5% in the late session. Shares are down 5% in 2026, counting the after-hours decline. CNBC TV’s Morgan Brennan picks up the ball from there on these four mega-cap tech stocks Thursday at 5 a.m. on “Morning Call.” She’ll show us how they’re moving in the early session. GOOGL 1D mountain Alphabet shares in the past day Big data live on ‘Squawk Box’ at 8:30 a.m. sharp Jobless claims will be a main focus. The Dow Jones consensus estimate calls for 212,000 filings. Personal income is expected to be up 0.3%. Consumer spending is expected to rise 0.9%. The Personal Consumption Expenditures price index is expected to rise 0.7% on a month to month basis. Going into the morning full of data, here are some details on some key bond yields. The 1-month Treasury bill is yielding 3.64%. The 3-month T-bill yield is at 3.69%. The 2-year Treasury yield is at 3.94%. The 10-year Treasury yield is now at 4.43%. The Fidelity Corporate Bond ETF (FCOR) has a dividend yield of 4.55%. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) is yielding 7.01%. The iShares iBoxx High Yield Corporate Bond ETF (HYG) is yielding 5.82%. The State Street SPDR Bloomberg High Yield Bond ETF (JNK) has a 6.6% dividend yield. The iShares National Muni Bond ETF (MUB) has a dividend yield of 3.17%. Keep on truckin’ CNBC TV’s Frank Holland covers the industry. He’ll focus on what data from three of the biggest “less-than-truckload” carriers are saying Thursday. Old Dominion is up 7% in April. It just hit a new high. Saia is up 20% in April. XPO is up 11.4% in April. All three of those stocks fell in Wednesday’s session as oil prices jumped. Old Dominion dropped more than 5%, while Saia closed 4.8% lower. XPO lost 2%. 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.
