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 U.S. Treasury yields soar, and what they’re looking at for the next trade. OpenAI attacks again Reuters reported on Wednesday afternoon that Australian Prime Minister Anthony Albanese said OpenAI had breached government websites in June. Mad Money’s Jim Cramer is keeping an eye on the topic, with major cybersecurity stocks rising as the threat appears to be getting worse. CrowdStrike , Fortinet , SentinelOne , and Cloudflare all hit new highs today. Palo Alto Networks is down 1.4% from its high. CrowdStrike is up 10% in three days and about 37% in one month. Cloudflare is up 20% in one month. Palo Alto Networks is up about 10% in a month. Mr. Kramer last purchased the stock for a charitable trust on Nov. 24. Since that great call, the stock has risen 115%. SentinelOne is up about 14% in a month. Fortinet is up 16% in one month. FTNT 1M Mountain Past Month Fortinet China Chinese President Xi Jinping is scheduled to meet with US President Donald Trump for a day at the White House. All large Chinese ETFs have fallen sharply from their highs. KraneShares CSI China Internet ETF (KWEB) is down 42% from its October 2, 2025 high. The iShares MSCI China ETF (MCHI) is down 21% from its October high. The iShares China Large Cap ETF (FXI) is up 18% from its October high. All have decreased since the beginning of the year. S&P 500 up more than 12% in 2026 Unemployment claims data will be announced live on “Squawk Box” at 8:30 a.m. ET. Becky Quick, Joe Kernen, and Andrew Ross Sorkin crunch the numbers and can instantly see how stocks and bonds react before the market. The Dow Jones consensus forecast is 201,000. Bonds The yield on the 30-year government bond is currently 5.397%. The 10-year government bond yield hit its highest level in 19 years. It is 5.11%. The yield on two-year bonds is the highest in years, at 4.897%. The yield on one-year Treasury bills is 4.453%. The yield on the 6-month T-bill is 4.343%. The yield on three-month Treasury bills is 4.136%. The yield on one-month Treasury bills is 3.884%. The iShares iBoxx High Yield Corporate Bond ETF (HYG) has a dividend yield of 6.07%. The State Street SPDR Bloomberg High Yield Bond ETF (JNK) has a dividend yield of 6.75%. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) has a dividend yield of 7.1%. The Fidelity Corporate Bond ETF (FCOR) has a dividend yield of 4.8%. US10Y YTD Mountain US 10-Year Treasury Yield Many Federal Reserve officials scheduled to speak on Thursday Tune in all Thursday for all the coverage from CNBC TV’s Steve Reisman. New York Fed President John Williams will speak from London at 4:10 a.m. ET. At 8 a.m., Richmond Fed President Tom Barkin speaks. At 8:50 a.m., Cleveland Fed President Beth Hammack speaks. At 10:10 a.m., Philadelphia Fed President Anna Paulson speaks. Darden Restaurants Reports on ‘Squawk Box’ Stock price has been flat for the past three months. The stock is down 7% from its August 13 high. Darden Restaurant’s brands include LongHorn Steakhouse, Ruth’s Chris Steak House, The Capital Grille and Olive Garden. They also own Season 52. If you’re going to Boca Raton, Florida during the season, it’s best to get there early. Costco Wholesale Reports After the Closing Bell: Overtime The stock has fallen 5.5% in the past three months. Costco stock is up 17.5% from its May high. Last 3 Months Cost 3 Million Mountains Costco Meta Platform We will fully react to CEO Mark Zuckerberg’s comments expected on Wednesday night. Meta is currently up 43% from its March lows.
