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. As the S&P 500 breaks new records, here’s what CNBC TV producers were watching and what they’re eyeing to trade next. Squawk Box: Huge profits at Uber: CEO Dara Khosrowshahi will appear with Becky Quick, Andrew Ross Sorkin and Joe Kernen at 7 a.m. ET after the ride-hailing giant releases its quarterly results. The stock price has fallen 3% in the past three months. Shares are down 28% from September highs. Walt Disney Co: The entertainment giant reports at 6am. The company’s stock price has fallen 4.3% over the past three months and is down 19% from its June 30 high. Tuesday’s trading ended at $100.48. DIS 3M Mountain Disney Shares in the Past 3 Months AMD’s Lisa Su Joins ‘Squawk on the Street’ Carl Quintanilla, Jim Cramer and David Faber will talk with Lisa Su on Wednesday at 9am. Shares are up 13% after the chip maker beat analysts’ expectations in the first quarter and also beat expectations. Growth in data centers is contributing to the rise in stock prices. Taking after-hours actions into account, AMD gained 300% in one year. Nvidia has soared 72% in one year. Rockwell Automation One of the key themes Mad Money’s Jim Cramer has been watching closely over the past few months is the industries that benefit from different parts of the economy. Kramer spoke with Rockwell Automation CEO Blake Mollett on Tuesday night. The industrial giant announced better-than-expected profits Tuesday morning. The CEO said the company is doing very well due to the data center boom and warehouse automation. The stock rose nearly 9% on Tuesday, hitting a new high. The stock price has increased nearly 72% over the past year. On Wednesday’s Morning Call, Morgan Brennan and team take a special look at industries that are benefiting from the data center boom. Last week it was Caterpillar. Tuesday was Rockwell Automation. Mr. Brennan will outline several other names in this important part of our great American economy at 5 a.m. Wednesday. It’s early, but it’s worth it. Korea 1Y Mountain Rockwell Automation Over the Past Year After the Bell Earnings, Arm Holdings is one of the afternoon’s headliners. The stock price has increased 88% in the past three months. Stocks are down 12% from April highs Arm is set to rise 91% in 2026 Apple’s Siri strategy CNBC TV’s Mackenzie Sigalos will have a new report on challenges and opportunities. Apple is up 11% over the past month. The stock is down just 1.5% from its December 3 high. AAPL 1 million Apple shares in the past month Mortgage applications The numbers will be released at 7 a.m. CNBC TV’s real estate reporter will announce the numbers. Stocks in the sector have not benefited from the broader market’s strong gains. Last month, the S&P 500 index rose 10%. However, Toll Brothers rose 1% over the month. The stock price has fallen nearly 9% in three months. Hovnanian has fallen nearly 5% in one month. The stock price fell about 14% in three months. Pulte Group’s stock has been flat for the past month. The stock price fell 12% in three months. Taylor Morrison has gained 2.5% in the past month. The stock price fell 8.8% in three months. DR Horton is up nearly 5% over the past month. It fell 7.4% in three months. Lennar has been flat for the past month. The stock price fell 25% in three months. NVR has fallen nearly 10% in one month. The stock price fell 25% in three months. They are all down 20% to 40% from their highs. Calci Friday is the employment report, with data released at 8:30 a.m. We are currently tracking prediction markets at cnbc.com/prediction-markets/. We measure user interest and track which deals generate the most interest. One of the forecasts we’re looking at Tuesday night is Uber rides for the first quarter. We’ll get the real answer Wednesday morning at Squawk Box, according to a company report. There are great predictions about when shipping traffic in the Strait of Hormuz will return to normal. Kalsi is also ahead of the April jobs report, which will be released Friday at 8:30 a.m. Disclosure: CNBC and Kalsi have a commercial relationship that includes customer acquisition and a minority stake. 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.
