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. Here’s what CNBC TV producers were watching as semiconductor stocks tumbled, and what they’re eyeing for next trades. A long list of big data releases will be published on “Squawk Box” at 8:30 a.m. ET. The deadline for filing your first unemployment insurance claim expires. The Dow Jones consensus forecast is $223,000. Durable consumer goods will also appear. A survey of economists compiled by Dow Jones predicts a 4% decline. A third measurement of real gross domestic product is scheduled to be released. The Dow Jones consensus call is 1.7%. Treasury Secretary Scott Bessent told Squawk Box that the rate will return to 3% by the end of this year. The May preliminary figures for the Personal Consumption Expenditure Price Index will also be released. The Dow Jones consensus forecast is for a 0.5% increase from the previous month and a 4.1% increase from a year ago. Morning earnings streamed live on ‘Squawkbox’ Darden Restaurants, the restaurant company behind Olive Garden, Longhorn Steakhouse, Ruth’s Chris Steakhouse and Seasons 52, has grown more than 6% in three months. Mr. McCormick also reported before the bell. The company is based in Maryland. A great Old Bay maker in every way. The stock price has fallen more than 8% in three months. The stock price is down 39% from its June 2025 high. Winnebago also reported this morning. The stock price fell 22% in three months. Last 3 Months WGO 3M Mountain Winnebago After the Bell BlackBerry : Remember how simple and durable these mobile devices were? Remember the Brick Breaker game? BlackBerry, now a software company, reported after the bell. The stock is up about 167% in three months, but is down 20% from its June 4 high. FedEx Freight is reporting after the bell, but many details were available by the time FedEx reported Tuesday night. CNBC TV’s Frank Holland will have the numbers and the stock reaction. The stock is down about 20% from its high on May 28th. Technology giant Micron announced its financial results on Wednesday night. Shares rose 16% in after-hours trading after the company beat Wall Street expectations. “While we expect industry supply to gradually improve in 2028, our customers recognize that the memory and storage shortage will take a significant amount of time to improve,” said Sanjay Mehrotra, CEO of Micron Technology. The stock price has increased about 40% in one month. MU 1M Mountain Micron Technology Qualcomm is also up 13% after-hours over the past month. The company held an investor day on Wednesday. Qualcomm said non-mobile revenue will be $40 billion in 2029, nearly double its previous forecast. CNBC’s Cristina Persineveros spoke with CEO Cristiano Ammon, who said the company has been “gathering and executing on assets, and now we feel like we have a comprehensive portfolio to move into the next phase of data centers.” The stock price has increased 53% in three months. Banks raise dividends after stress test results Goldman Sachs will raise its dividend from $4.50 to $5 per share. The stock is down 4.2% from last week’s high and has risen nearly 30% in three months. Morgan Stanley will raise its dividend from $1 to $1.15 per share. The stock price has increased about 33% in three months. The stock is also down 4% from last week’s high. Wells Fargo will raise its dividend from 45 cents to 50 cents per share. The stock price rose 10% in one month. The stock is down 14% from its January high. JPMorgan increased its dividend from $1.50 to $1.65 per share, and the bank announced a $50 billion share buyback program. The stock price rose 11.4% in June. The share is down 1% from last week’s high. We’ll be covering this story live on GS 3M Mountain Goldman Sachs for the past three months on “Wake Up Call” with Morgan Brennan at 5 a.m. CNBC Live on CBOE CNBC’s “Power Lunch” and “The Exchange” will be broadcast live from the options pit on Thursdays at 1 and 2 p.m. ET as CNBC continues to ramp up its options coverage. CBOE Global Markets stock is down 33% from its May high. CME Group is also a big part of Chicago’s economic landscape. The stock is down 30% from its March high. Nuclear power in the United States CNBC TV’s Pippa Stevens will be at the Idaho National Laboratory to visit the new nuclear reactor. Nuclear power giant Vistra is down 26% from its September high. Constellation Energy is down 35% from its October high. The Global X Uranium ETF (URA) is down 28% from its January high.
