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. As a narrow tech-driven rally pushes the S&P 500 to new records, here’s what CNBC TV producers were watching and what’s on the table for the next session. Unemployment Insurance Claims This morning’s report will be released at 8:30 a.m. ET and will be broadcast live on “Squawk Box” with Becky Quick, Andrew Ross Sorkin and Joe Kernen. We will also report the market reaction live. The Dow Jones consensus forecast calls for 205,000 initial jobless claims. A week ago, this number had reached 200,000. Kalsi in the prediction market has a lot of support well below the 250,000 mark. For more information about prediction markets, please visit https://www.cnbc.com/prediction-markets/. Retail Sales April retail sales data will also be released Thursday at 8:30 a.m. Featured on “Squawk Box”. The Dow Jones consensus calls for a 0.5% rise. Approximately 68% of Kalsi participants believe this number will be greater than 0.4%, but only 27% say it will be greater than 0.6%. Applied Materials Semiconductor Services Company Reports After the Bell. Applied Materials stock has increased 23% over the past three months. Stocks hit new highs on Monday. AMAT 3M Mountain Applied Materials Bonds, UK Bonds for the Past 3 Months UK 10-year government bonds are currently trading firmly above 5%. One reason analysts and bond watchers are paying so much attention to this issue right now is due to renewed pressure on British Prime Minister Keir Starmer following Labor’s very poor defeat in local elections. UK 10-year bonds have not been this high since 2008. It hasn’t been a great year for global finance. The iShares MSCI UK ETF (EWU), which includes top UK stocks such as Lloyds, Marks & Spencer, Smith & Nephew and Rolls-Royce, has fallen 2% over the past month. The ETF is up 22% over the past year. Cheers, buddy. EWU 3M Mountain In the Past 3 Months iShares MSCI UK ETF (EWU) IPO Cerebras, a chipmaker specializing in artificial intelligence, begins trading on the Nasdaq. CEO Andrew Feldman will appear on “Squawk Box.” Cryptocurrency and the US Senate The Senate Banking Committee is considering a landmark bill that would allow crypto companies to offer payments in some cryptocurrencies, including stablecoins, similar to how banks pay interest on savings accounts. Banks are lobbying against the measure. Cryptocurrency stakeholders agree with this. This could encourage more people to invest in cryptocurrencies that earn interest. Bitcoin has risen more than 8% over the past month. It has fallen nearly 25% in the past year. Ether has been flat for the past month. It is down 16% from its high. Disclosure: CNBC and Kalsi have a commercial relationship that includes customer acquisition and minority ownership. Markets change and headlines fade, but the fundamental principles of building long-term wealth remain the same. Join us for the third annual CNBC Pro LIVE. Investors from all backgrounds, from financial professionals to individuals, come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you start, you’ll leave with clearer thinking and a stronger strategy. Enter your email address here to get your discount code.
