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 S & P 500 rose to another record, and what’s on the radar for the next session. Big earnings on ‘Squawk Box’ Uber : CEO Dara Khosrowshahi will be on with Becky Quick, Andrew Ross Sorkin and Joe Kernen in the 7 a.m. ET hour after the ride-sharing giant shares quarterly numbers. The stock has lost 3% in the past three months. Share are down 28% from the September high. Walt Disney Co : The entertainment giant reports in the 6 a.m. hour. The stock has fallen 4.3% in past three months, and shares are off 19% from the June 30 high. The stock closed Tuesday’s session at $100.48. DIS 3M mountain Disney shares in the past three months AMD’s Lisa Su joins ‘Squawk on the Street’ Carl Quintanilla, Jim Cramer and David Faber will speak with Lisa Su on Wednesday morning in the 9 a.m. hour. The stock is up 13% after the chipmaker beat analyst estimates in the first quarter and guidance came in better than expected. Data center growth is helping drive the stock higher. Counting the after-hours action, AMD has gained 300% in a year. Nvidia has soared 72% in a year. Rockwell Automation One of the main themes Jim Cramer of “Mad Money” has been watching closely over the last several months are industrials benefiting from different parts of the economy. Cramer spoke with Rockwell Automation ‘s CEO Blake Moret on Tuesday night. The industrial giant posted earnings that beat estimates on Tuesday morning. The CEO said the company is really doing well due to the data center boom and automating warehouses. The stock was up nearly 9% on Tuesday, hitting a new high. Shares have advanced nearly 72% in the past year. Wednesday on ” Morning Call ” with Morgan Brennan, the team will take a special look at industrials benefiting from the data center boom. Last week, it was Caterpillar . On Tuesday, it was Rockwell Automation. Brennan has the rundown on several other names in this crucial part of the great American economic Wednesday morning at 5 a.m. It’s early, but worth it. ROK 1Y mountain Rockwell Automation in the past year After the bell earnings Arm Holdings is one of the headliners of the afternoon. The stock has jumped 88% in the past three months. Shares are off 12% from the high reached in April Arm is up 91% in 2026. Apple’s Siri strategy CNBC TV’s MacKenzie Sigalos will have new reporting on the challenges and opportunities. Apple has gained 11% in the past month. The stock is off just 1.5% from the high hit back on Dec. 3. AAPL 1M mountain Apple shares in the past month Mortgage applications The number comes out at 7 a.m. CNBC TV’s real estate reporter will have numbers. The stocks in the sector haven’t benefited from the big run throughout the market. In the past month, the S & P 500 has gained 10%. But Toll Brothers has gained 1% in a month. Shares have lost nearly 9% in three months. Hovnanian has lost almost 5% in a month. Shares have lost about 14% in three months. PulteGroup has been flat in the past month. The stock has fallen 12% in three months. Taylor Morrison has advanced 2.5% in the past month. The stock has lost 8.8% in three months. D.R. Horton has gained nearly 5% in the past month. It’s down 7.4% in three months. Lennar has been flat in the past month. Shares have dropped 25% in three months. NVR has fallen nearly 10% in a month. Shares have lost 25% in three months. They’re all down 20% to 40% from their highs. Kalshi Friday is the jobs report, the data coms out at 8:30 a.m. We’re now tracking the prediction markets at cnbc.com/prediction-markets/ . We’re gauging user interest and tracking the contracts that are gaining the most interest. One prediction we’re looking at Tuesday night are Uber trips in the first quarter. We’ll get the real answer on “Squawk Box” on Wednesday morning as the company reports. There’s a big prediction on when shipping traffic will go back to normal in the Strait of Hormuz. Kalshi is also getting ahead of the April jobs report which will be released Friday at 8:30 a.m. Disclosure: CNBC and Kalshi have a commercial relationship that includes customer acquisition and a 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.
