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 are watching as the stock rally expands, and what they’re eyeing for the next trade. Good week for markets Major averages closed higher on Thursday. The S&P 500 is up 3.7% since Monday. They are on a seven-day winning streak, the longest since October. The Nasdaq Composite Index rose 4.3% this week. It has also increased for seven consecutive days, marking the highest growth since August 2024. Since Monday, the Dow has gained 3.6%. Thursday’s rise moved the index into positive territory for the year. .SPX 5D Mountain S&P 500 for the Past 5 Days March CPI The closely watched inflation measure, scheduled to be released Friday morning, will capture movements in oil and other commodities since the start of the Iran war. Economists polled by Dow Jones expect the consumer price index to rise 3.3% from a year ago. Excluding food and energy prices, prices are expected to rise by 2.7%. West Texas Intermediate crude traded above $100 a barrel on Thursday, but settled more than 3% higher at $97.87 a barrel. Brent is up 46% since the start of the war, while Brent is up about 33% S&P Materials is the best-performing group over the past month, up 3.8% S&P Energy ranks second with a 2.5% rise Software Glitches The iShares Expanded Technology Software Sector ETF (IGV) was a big laggard in the market on Thursday, dropping about 4% to a 52-week low. Anthropic’s latest rollout of the Claude Mythos platform has put a huge strain on the group. Among the big laggards today was Zscaler, down 11.3%. Rubrik , down 10.6% Circle Internet , down 9.9% IGV 5D Mountain iShares Extended Tech Software Sector ETF Past 5 Business Days Intel’s Streak Don’t pay attention right now, but long-laggard Intel is on a seven-day winning streak, its longest since September 2023. The stock is already up nearly 40% in April. The stock closed at its highest price in about five years. The company announced Thursday an expanded partnership with Google to supply chips that power artificial intelligence data centers. Shares of Google’s parent company Alphabet rose 0.4% as Amazon’s AI push pushed Amazon up 5.6% on Thursday, its biggest gain since October. CEO Andy Jassy made the case for big spending on AI in a letter to shareholders, saying the company plans to spend about $200 billion this year focused on AI infrastructure. Amazon also announced that it will begin stocking Eli Lilly’s weight loss drug at kiosks in the United States and will also offer same-day delivery. AMZN 5D Mountain Amazon for the past 5 days. Countdown to earnings First quarter earnings season begins in earnest next week, with major reports including the big banks and Netflix. Goldman Sachs plans to retire the stock on Monday. This year, it rose 2.8%. On Tuesday, results are expected to be released by JPMorgan, Citigroup, Wells Fargo & Co. and asset manager BlackRock. JPM is down 3.7% this year. Citi is up 7.1% in 2026. WFC is down 7.7% this year. BlackRock is down 6.4% since the beginning of the year. Results for Bank of America and Morgan Stanley will be released on Wednesday. BAC has fallen 4.2% this year. MS will increase by 0.4% in 2026. After the bell Thursday, Netflix will report the results. These stocks are up 8.8% this year. cheers! Shares of Jack Daniel’s maker Brown-Forman rose 12.9% last month after the Wall Street Journal reported that Sazerac was interested in a deal and announced it was in talks with Pernod Ricard. The stock has increased 29% since the news was announced. Spirits and alcohol stocks have struggled due to slowing demand, but Corona maker Constellation Brands beat profit estimates overnight and rose 8.5%. Markets change and headlines fade, but the fundamental principles of building long-term wealth remain the same. Join us for the third annual CNBC Pro LIVE. Investors from all backgrounds, from financial professionals to individuals, come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you start, you’ll leave with clearer thinking and a stronger strategy. Enter your email address here to get your discount code.
