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 and what’s on the radar for the next session. Big data on a big edition of ‘Squawk Box’ These all come out at 8:30 a.m. ET. Becky Quick, Andrew Ross Sorkin and Joe Kernen will have the numbers and instant reaction for the stock and bond markets. Weekly initial jobless claims are also due. The Dow Jones consensus estimate is for 200,000. Another key measure of inflation, the producer price index for September, will be out. Economists polled by Dow Jones see the PPI rising 0.6% on a monthly basis and 5.5% year over year. Retail sales data is also out at 8:30 a.m. The Dow Jones consensus estimate is for an increase of 0.4%. Taiwan Semiconductor reports at 2 a.m. ET ” Morning Call ” will have the full details at 5 a.m. The stock is up 2.3% in three months. Shares hit a high earlier this month, but they have fallen 12% from that level. TSM 3M mountain Taiwan Semiconductor Manufacturing in the past three months Big energy stocks hit all-time highs ConocoPhillips : It is up almost 14% in October. Chevron : The stock is up close to 9% in October. EOG Resources : It is up 12% in October. Phillips 66 : It’s up 16% in October. Marathon Petroleum : The stock is up 22% in October. ExxonMobil : Shares are up close to 9% so far this month. The whole list is up at least 4% in the last three days. The homebuilders are at lows D.R. Horton is at a 15-month low. The stock is down almost 15% in a year. PulteGroup is at a 15-month low. Shares are down 12% in a year. Lennar hit a four-year low. The stock is down about 40% in a year. The average rate on a 30-year fixed mortgage is now in the 7.4% range. Last week on ” Squawk Box ,” noted housing analyst Michael Rehaut of Melius Research said rates were a problem, but so is consumer confidence, a less than great employment picture and higher-than-normal existing housing supply on the market. DHI 1Y mountain D.R. Horton in the past 12 months International Flavors & Fragrances The company that makes everything from perfumes to food flavoring hit a new high. International Flavors & Fragrances shares haven’t been up this high since December 2024. Shares are up 50% from the 52-week low reached last October and up about 6% in the last three days. Skydance Shares are now just above $7 after going as low as $6.63 a share on Wednesday. SKYD 5D mountain Skydance in the past five trading days Charging ahead to new all-time highs Mastercard is up 9% in October. Visa is up almost 9% in October. Thanks to CNBC data team man Chris Hayes for keeping on top of all the highs and lows. Alcoa reports after the bell The aluminum processing stock is down 18% in three months. Alcoa shares are down 52% from the June high. AA 3M mountain Alcoa shares in the past three months J.B. Hunt Transport Services also reports after the bell The stock is down 17% in three months. J.B. Hunt shares are off 22.5% from the high hit in mid-July. Major truckers like Old Dominion Freight Line and Knight-Swift Transportation are down double-digits in the last three months, in part because of rising diesel prices. Tesla unveils the Roadster and reservations open CNBC’s Phil LeBeau reports that while the vehicle isn’t supposed to be a gigantic seller, it is capturing attention. Fans have waited a long time for this. The stock is down 26% from the December 2025 high. Southwest Airlines holds media day The airline is expected to talk about opening airport lounges. Southwest Airlines ‘ stock is down 17% in three months. Shares are down 28% from the February high.
