Stocks @ Night is a daily newsletter sent after hours, giving you a first look at tomorrow and a last look at today. Sign up for free to receive it straight to your inbox. Here’s what CNBC TV producers saw as the S&P 500 hit another record and what’s on the radar for the next session. McDonald’s, the “Good Food Fast” restaurant chain giant, reported Thursday morning. The results are reported on “Squawk Box” with Becky Quick, Andrew Ross Sorkin and Joe Kernen. We’ll have a special report from CNBC’s Eunice Yoon on how McDonald’s is doing in China at 6 a.m. ET. Shares have lost 13% in the last three months. The stock is down 17% from its early March peak. MCD 3M Mountain McDonald’s Stocks in the Last Three Months Corning and Nvidia “Squawk Box” and CNBC TV’s Kristina Partsinevelos broke the big story Wednesday morning about Corning building three new factories to produce optical technologies exclusively for Nvidia. Corning closed 12% higher on Wednesday. Shares rose 20% in the morning. The stock hit a new high before giving up some of its gains. The stock has more than doubled so far in 2026. Nvidia gained nearly 6% in the session. The stock is 4% below its April high. On Thursday’s “Mad Money” with Jim Cramer, we hear from both CEOs: Jensen Huang of Nvidia and Wendell Weeks of Corning. Citigroup’s Jane Fraser, CEO of the banking giant, will join Sara Eisen and Carl Quintanilla on “Movers” on Thursday at 11:30 a.m. Thursday is investor day for Citigroup. The stock is up 9% so far in 2026. The stock is down 5.6% from its April 21 peak. C YTD-Mountain Citigroup in 2026 Big Data April private ADP payrolls showed a gain of 109,000, beating Street expectations. However, ADP chief economist Nela Richardson warned that more low-paying part-time jobs appear in this figure. On Thursday at 8:30 a.m. we will receive unemployment claims data with the “Squawk Box” team. Becky Quick, Andrew Ross Sorkin and Joe Kernen are on the case and will have the data and immediate market response. The Dow Jones consensus estimate for initial jobless claims is 206,000. The big labor market report for April will be released on Friday morning. It will also be featured on “Squawk Box.” Prediction market Kalshi shows that 67% of bettors believe the number will be over 60,000 jobs created. 57% see a figure of over 80,000, while 39% demand more than 100,000 jobs. Finally, 23% said the number would be over 120,000 jobs. For more information about prediction markets, see . Block reports after the bell The payment services provider’s stock has gained 26.5% in the last three months. Block stocks are down 14% from the August high. Back in February, CEO Jack Dorsey announced that he would lay off about half of the workforce because he could achieve more with artificial intelligence. In a post on the social media platform, he called it “one of the most difficult decisions in the company’s history,” potentially leaving some wondering: What could have been more difficult? The stock is up 36% since the announcement in late February. We will announce details of the company’s earnings and immediate stock reaction on Thursday at 4 p.m. XYZ 3M Mountain Block shares in the last three months CoreWeave The Garden State-based AI cloud company reports after the bell. CoreWeave shares have gained 53% in the last three months. The stock is down 26% from its June high. CNBC TV’s Kristina Partsinevelos will present the numbers and stock reaction at 4 p.m. Consumer Expectations Read the Great American Consumer when the New York Federal Reserve releases consumer expectations data at 11 a.m. 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 gasoline prices began to rise. The ETF is 7% away from its January high. The S&P consumer staples sector has gained 13.7% in a month. Since the start of the war it has increased by 7.4%. The S&P consumer staples sector has gained nearly 2% in a month. It has lost 5% since the war began. Disclosure: CNBC and Kalshi have a business relationship that includes customer acquisition and minority ownership. Markets change and headlines fade, but the fundamental principles for building long-term wealth remain unchanged. Join us for our third CNBC Pro LIVE, where investors of all backgrounds – from financial professionals to average Joes – come together to break out of the noise and get actionable strategies for smarter, more disciplined investing. No matter where you start, you’ll leave with clearer thinking and stronger strategies. Enter your email address here to receive a discount code.
