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 looking at Tuesday and what they’re looking at for Wednesday’s session. Data, data, data!!! ADP employment statistics will be released Wednesday at 8:15 a.m. ET. The prediction is plus 40,000. Industrial production will be announced at 9:15am. ISM non-manufacturing PMI figures will be released at 10am. The yield on the 10-year note through Wednesday was 4.09%. The two-year bond is 3.51%. The three-month rate is 3.79%. The yield for one month is 3.85%. The dividend yield of SPDR Bloomberg High Yield Bond ETF (JNK) is 6.58%. The SPDR Bloomberg Short-Term High Yield Bond ETF (SJNK) has a dividend yield of 7.18%. Macy’s stock price has risen nearly 70% in three months, according to Macy’s morning report. The stock hit a new 52-week high on Tuesday, but ultimately closed down less than 1%. The “Squawk Box” displays numbers and stock reactions. It all starts at 6 a.m. ET with Becky Quick, Joe Kernen, and Andrew Ross Sorkin. Dollar Tree’s Earnings Continue to Continue The discount retailer also released numbers on Wednesday morning’s “Squawk Box.” Dollar Tree stock has fallen 2% in the past three months since our last report. The stock is down 7.7% from its Aug. 8 high. DLTR YTD Mountain Dollar Tree Year-to-date Stock Price Salesforce Report After the Bell The stock is down nearly 30% from this time last year. Salesforce stock is down 7% since its last report three months ago. CRM YTD Mountain Salesforce Stock Year to date The mid-2020s AI war with Jim Cramer “Mad Money” summed up the battle beautifully on Tuesday night. Ever since OpenAI’s Sam Altman warned his employees that Google’s Gemini was catching up, the stock has been, as the kids say, “so-so.” Shares of parent company Alphabet rose 0.29% on Tuesday. It has fallen 1.4% so far this week. Alphabet is up 12% in the last month and 67% year-to-date, far outpacing the other members of the Magnificent Seven. That group also includes Amazon, which is up nearly 7% this year. Tesla is up 6.3% since the beginning of the year, and Microsoft is up 16% since the beginning of the year. That’s a 14% increase for Apple and more than 10% for Meta over the same period. Of these stocks, only Alphabet and Apple were positive last month. That’s a 12% increase for Alphabet and 6% for Apple. Nvidia CEO Jensen Huang is scheduled to head to the Hill to meet with Senate Republicans in the nation’s capital. CNBC’s Emily Wilkins will cover the event. One topic likely to come up is Nvidia’s attempts to sell more chips to China and the U.S. government’s concerns about how that could affect national security. Nvidia is up 14.5% from its October 29 high. The stock is up 35% since the beginning of the year. Nvidia rose 2.5% in the first two days of this week. The stock has more than doubled since its April 7 low. Chips The iShares Semiconductor ETF (SOXX) rose about 7% last week. The VanEck Semiconductor ETF (SMH) is up nearly 6% in one week. Intel was the top chip last week, rising 21% in five days and hitting a 52-week high on Tuesday. NXP Semiconductors is up about 13% over the week. Synopsys, which signed a big deal with Nvidia on Monday, is up nearly 12% over the week. SNPS 3M Mountain Synopsys Stock in the Past 3 Months
