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 a subdued consumer inflation report lifts the S&P 500, here’s what CNBC TV producers were watching and what they’re eyeing next. Data Center Stocks For those who missed Jim Cramer on “Mad Money” Wednesday night, one of his treasure troves of wisdom was the data center stock sector. “I think you can expect to see more and more analysts focusing on data center stocks as long as interest rates remain subdued,” he said. Vertiv has fallen 24% from its May 14 high. Stocks rose nearly 20% in August. Iron Mountain is down 7.6% from its June 24 high. Equinix is down 5% from its April 24 high. The stock rose nearly 5% in August. The iShares U.S. Digital Infrastructure & Real Estate ETF (IDGT) is down 8% from its June 2 high. It rose 8% in August. Global X Data Center & Digital Infrastructure (DTCR) is down 12.5% from its June 3 high. The ETF rose 4.5% in August. Digital Realty Trust is down 5% from its April 24 high. The stock price rose 4.5% in August. The Pacer Data & Infrastructure Real Estate ETF (SRVR) is down 10% from its May high. It rose 4% in August. It continues this Thursday. VRT 1M Mountains in the Past Month Vertiv Big Data “Squawk Box” is filled with unemployment claims at 8:30 a.m. ET. The consensus estimate is 204,000 claims. In Karshi, 24% of participants said they expected more than 205,000 people to attend. The Producer Price Index will also be released at 8:30am. The Dow Jones consensus expects a 0.2% rise. Applied Materials reported on “Closing Bell: Overtime” after the bell on Thursday, and its stock is up 27% in three months. Applied Materials stock is down 26% from its June 30 high. AMAT 3M Mountain Applied Materials in 3 Months SK Hynix CNBC will air a special report on SK Hynix in Korea. This story focuses on the $729 billion splurge seen across the country. In the US, the company listed its stock on the NASDAQ on July 10th. On July 14th, the price reached a high of $194.80, and the stock is currently down 21% from that level. Coverage begins with a 5 a.m. “Wake Up Call” with Morgan Brennan. Apple’s new manufacturing center in the heart of Texas opens in Houston on Thursday. This is part of the company’s $600 billion investment in U.S. manufacturing. The stock is down 12% from its July 29 high. Apple is up 11% so far in 2026. AAPL YTD Mountain 2026 Apple New High Charles Schwab hit an all-time high on Wednesday. The stock price rose 21% in three months. US Bancorp hit an all-time high. The stock price rose 19% in three months. Palo Alto Networks hit an all-time high. The stock is up 6% in three days and almost 80% in three months. Cerebras The chipmaker missed out on revenue in its latest quarter but raised its full-year outlook. Shares fell 16% in after-hours. Cerebras stock closed at $311.07 on May 14, its first day of trading. The stock is currently down 35% since opening. CEO Andrew Feldman will appear on “Squawk on the Street” at 11 a.m. Thursday is an hour with Sarah Eisen and Carl Quintanilla. The recent CBRS 1D Mountain Celebras StubHub company failed to turn a profit, even though the company had hoped the World Cup would bring in additional revenue. Revenues exceeded expectations, but profits fell short. StubHub is down 13% after hours. The stock is down 70% from its 52-week high in September last year. Cisco The company beat revenue expectations and issued guidance that beat analysts’ expectations. Shares were down 4% after hours. Cisco hit an all-time high on June 4, but was down just 5% from that mark Wednesday night. CEO Chuck Robbins will join Carl Quintanilla, David Faber and Jim Cramer on “Squawk on the Street” Thursday at 9 a.m.
