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 Wednesday’s rise in oil prices and what they’ll be watching next session. OpenAI’s Sam Altman will appear on “Squawk on the Street” Thursdays at 10 a.m. Ahead of the interview, here’s a big, strong tip. Nvidia is down 14% from its May high. The stock price rose 3.3% in one week. Advanced Micro Devices is down 11.5% from its June 30 high. The stock price fell about 11% in July. Applied Materials is down 22% from its June 30 high. The stock price fell 21% in July. Micron Technology has fallen 24% from its June 25 high. The stock price fell about 18% in July. OpenAI investor Microsoft’s stock is down 31% from its high on July 31, 2025. The stock price has fallen nearly 7% in a month. MSFT Million Mountains Past Month Microsoft Oil and Energy On Wednesday, North Sea Brent crude oil futures hit a trading high of over $80. This came after the US attacked Iran in response to the Iranian government’s attacks on several ships in the Strait of Hormuz. Energy was the best performing S&P sector on the day, rising 1.45%. The only other sector that rose this session was the tech sector. ExxonMobil and Chevron are both down about 20% from their March 30 highs. Tune in to Morgan Brennan’s “Wake Up Call” at 5 a.m. ET for complete coverage of new U.S. attacks and Iranian threats. PepsiCo CEO Ramon Laguarta will appear on “Squawk on the Street” at 9 a.m. PepsiCo will report earnings live on “Squawk Box” Thursday morning at 6 a.m. Details will be confirmed during the 8 a.m. conference call, which we will also be monitoring. PepsiCo’s stock price has fallen about 8% in three months. The stock is down 17% from its 52-week high. This is not a Coke vs. Coke comparison, but just for fun. Coca-Cola is up nearly 8% in three months. PEP 3M Mountain PepsiCo Weekly Unemployment Claims for the Past 3 Months These numbers will be announced live on “Squawk Box” at 8:30 a.m. The Dow Jones consensus puts the initial number of applications at 218,000. Prediction Market Kalsi website: 85% think it will exceed 210,000, 25% think it will exceed 220,000. About a quarter of traders expect it to rise above 225,000. Existing Housing This number will be announced Thursday at 10am. Featured on “Squawk on the Street”. The Dow Jones consensus forecast is 4.2 million. Last month, it was 4.17 million. Toll Brothers is up 13.5% from its February high. The stock has fallen 7% so far this week. Hovnanian is down 25% from its September high. The stock has fallen 9% so far this week. Pulte has fallen 15% from its February high. The stock has fallen 8% so far this week. Lennar is down 42% from its September high. The stock has fallen 5% so far this week. HOV 5D Mountain Hovnanian Enterprise Space Over the Past Week CNBC’s Andrew Ross Sorkin reported Wednesday morning that Jeff Bezos’ Blue Origin has received a huge investment (its first outside investment) from Kotu Management. The company, run by Philippe Lafon, will inject $4 billion as part of a new $10 billion funding round that Sorkin’s sources say will value the space company at $130 billion. SpaceX stock fell 0.8% on Wednesday, closing at $148.30. The stock closed its first day of trading on June 12 at $160.95. Renowned Morgan Stanley analyst Adam Jonas appeared on “Squawk on the Street” Wednesday morning and set a $300 price target for SpaceX. “If you like risk, this is the stock for you,” he said. FedEx, FedEx Freight and Cramer CNBC’s “Mad Money” guys like them both. Jim Cramer called it a “great buying opportunity.” FedEx stock is up 10% from its June 15 high. Disclosure: CNBC and Kalsi have a commercial relationship that includes customer acquisition and minority ownership.
