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 for Thursday’s rise in semiconductor stocks, and what they’re watching for next. Delta Air Lines The airline will announce its quarterly numbers live on “Squawk Box” starting at 6 a.m. Delta stock has risen 31% in three months. The stock is down 7% from its July 2 high. CEO Ed Bastian will also appear on “Squawk Box” at 7 a.m. ET to give his live reaction to the numbers. For comparison, Southwest Airlines is up 22% in three months. The stock is down 10% from its February high. American Airlines is up 50% in three months. The stock is down 9% from its July 2 high. JetBlue is up 20% in three months. The stock has fallen 9% from its February high. Thursday’s trading closed at $5.92 per share. United Airlines is up 32% in three months. The stock is down 7% from its June 30 high. Alaska Airlines is up 25% in three months. The stock is down 24% from its September high. DAL 3M Mountain Delta Air Lines Korea US-listed SK Hynix shares in the past three months will debut on the Nasdaq market on Friday. The current stock price is $149 per share. SK Hynix accounts for approximately 25% of the weight of the iShares MSCI Korea ETF (EWY). EWY is up 90% year to date in 2026, but is down 16% from its high three weeks ago. SK Group Chairman Choi Tae-won will appear live on “Squawk on the Street” at 10am. Mad Money’s Jim Cramer said there is room for upside here, but investors need to prepare for volatility. Taiwan Semi’s monthly sales will be released on Friday, but the stock price is down 9% from its June 30 high. Taiwan Semiconductor Manufacturing is up 43% so far in 2026. TSM YTD Mountain 2026 Taiwan Semi Refiners CNBC TV’s Pippa Stevens reports on the energy complex and focuses on refiners. The Strait of Hormuz remains an energy problem, but the war between Russia and Ukraine is also causing major disruptions to Russian oil. This has led to soaring diesel prices and refining problems. Valero hit a new high on Thursday. The stock price rose 5% in four days. Marathon Petroleum hit a new all-time high on Thursday. The stock price rose 6.4% in four days. Phillips 66 hit new highs during the session. The stock price rose 7.6% in four days. Grok SpaceXAI is releasing Grok 4.5. SpaceX has been trading for four weeks now. The stock closed Thursday’s trading at $152.16 per share. The first day of trading ended at $160.95. The stock hit a high of $225.64 per share on June 16, but is down 32% from that high. CNBC TV’s Seema Modi reports Friday. SPCX 5D Mountain SpaceX Stock Price Over the Past 5 Business Days I’ll Do It Live The Wall Street Journal reported Thursday night that Netflix is considering doing live programming. It’s not at all clear what that would look like. The stock price fell 41% in 12 months. Watch Netflix all day on CNBC on Fridays, starting with “Wake Up Call” with Morgan Brennan at 5 a.m. “You’re welcome.” Disney will release the live-action version of “Moana” in theaters on Friday. The stock is down 22% from its July 2025 high. Disney’s closing price Thursday was $96.17 per share. To quote the key track “You’re Welcome” from “Moana,” “Don’t mess with Maui when he’s on vacation!”
