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 television producers were watching as the three major averages recorded their third consecutive day of wins, and what they’re watching for next session. Big Data Live on the Big Show: “Squawk Box” with Becky Quick, Joe Kernen and Andrew Ross Sorkin starting at 6 a.m. ET Initial jobless claims: Dow Jones consensus estimate is 200,000. September personal income: The Dow Jones consensus forecast is for a 0.3% increase. Consumer spending: The Dow Jones Consensus expects a 0.6% increase in September. Personal Consumption Expenditures Price Index: The Dow Jones Consensus expects it to rise 0.5% month over month. PCE YoY: The Dow Jones Consensus predicts a 3.7% increase. After the Fed, two of the biggest voices on bonds were exclusively on CNBC on Wednesday. CNBC’s Brian Sullivan spoke with Treasury Secretary Scott Bessent on several topics. He highlighted AI debt here, saying, “I don’t think that’s an issue at all because we see Neocloud being a small component of the overall ecosystem and we’re still seeing funding being completed. We’re still seeing deals being completed and we’re still seeing companies like Meta deciding to raise equity.” CNBC’s Scott Wapner spoke with DoubleLine’s Jeffrey Gundlach on the same topic. “We’re running into an issue where the ratings that are being given to some of these AI companies are not accepted by the market. This is a bit reminiscent of how the market started to move around triple-B subprime, for example,” he said. Gundlach also opened the debate on a December rate hike by saying, “The base case is probably a December rate hike.” The yield on the 10-year US Treasury note ended the day little changed at 5%. The two-year bond yield is 4.691%. The one-year yield is 4.482%. The six-month yield is 4.334%. The three-month yield is 4.109%. The one-month yield is 3.98%. The iShares iBoxx High Yield Corporate Bond ETF (HYG) has a dividend yield of 6.06%. iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) has a dividend yield of 7.13%. The State Street SPDR Bloomberg High Yield Bond ETF (JNK) has a dividend yield of 6.79%. The Fidelity Corporate Bond ETF (FCOR) has a dividend yield of 4.8%. US2Y YTD Mountain 2026 US 2-Year Yield Caterpillar Report Live on ‘Squawk Box’ at 6am Stocks are down 15% in 3 months. Caterpillar is down 33.5% from its June high. But this cat is jumping up and down. Thanks in part to the construction of an artificial intelligence data center, the stock price rose 36% in one year. Merck reports live on Squawk Box from 6 a.m., and its stock is up nearly 7% in three months. Merck is down 10% from its August high. MRK 3M Mountain Merck in the Past Three Months The Microsoft software giant beat expectations for its fiscal first quarter revenue and bottom line. Shares were up 3% after hours. We’ll have more coverage on “Morning Call” with Morgan Brennan starting at 5 a.m. Microsoft is down about 3.5% from its high. CNBC.com’s NeoCloud’s Isabel O’Brien was added to Wednesday night’s report, saying NeoCloud is declining due to Microsoft’s lower-than-expected capital spending. That means spending is down. Click here to read the story. Coreweave is down about 4% after hours. The stock is down 54% from its high. Nevius is down about 5% after hours. The stock is down 40% from its high. Airen is down about 3% after hours. The stock is down 62% from its high. We’ll have more on these stocks in Thursday morning’s Morning Call. The recent CRWV 1D Mountain CoreWeave Alphabet Internet giant missed expectations in its third quarter report. Alphabet shares fell about 10% in extended trading. It starts at 5 a.m. on the East Coast and we’ll cover you from start to finish. The stock is down 21% from its May high. Chipotle’s “Mad Money” chief Jim Cramer went deep into the popular burrito chain after weaker-than-expected results, but the company said same-store sales were up. “We’re still in the early stages of this strategy,” CEO Scott Boatright told Kramer in an interview. He added: “We feel we are ahead of the curve in a difficult environment.” Shares are up 7% after hours. The stock price is down 30% from its high in January 2026. It plans to go after Chipotle on Thursday. Rivian electric truck company reported Thursday afternoon. Rivian stock has fallen 30% in three months and is down 50% from its December 22 high. Amazon and Intel report “Closing Bell: Overtime” Thursday at 4 p.m. Amazon is up 10% in three months. The stock is down 11% from its August high. Intel is up 10% in three months. The stock closed Wednesday at $95.53, down 33% from its June high.
