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 were focused on during Thursday’s AI trade woes, and what they’re looking at for the next deal. Delta Air Lines will release its earnings Friday morning at 6 a.m. ET. Delta Air Lines CEO Ed Bastian will appear live on “Squawk Box” at 7 a.m. The stock price fell about 6% in three months. The stock is down 14% from its July 2 high. Over the past three months, DAL 3M Mountain Delta Air Lines PepsiCo’s Jim Cramer heavily featured the stock on Thursday night’s “Mad Money” after a report with reduced guidance was released. PepsiCo rose about 4% on the session. Organic revenue, net revenue and earnings per share beats were key to Thursday’s optimism, Cramer said. The real story here, Cramer said, “is a reduction in the outlook and earnings growth rate to 2.5% to 3.5%.” “There’s nothing wrong with Pepsi’s sales. Some of the price increases are due to the company’s price cuts,” he said. “CEO Ramon Laguarta is doing a lot of things right,” Kramer added. The stock price has fallen 10.6% since the beginning of the year. “You could probably do worse than buying a Pepsi here,” Kramer said. The stock also provides investors with “real income” with an annual dividend of $5.92, he said. As of Thursday night, the yield was 4.61%. The stock is down 25% from its February high. France France’s 10-year bond yield is hovering around 4.8%. The iShares MSCI France ETF (EWQ) tracks France’s biggest stocks like Renault, Carrefour, Total, Dassault, and of course Danone and L’Oréal…hey! EWQ is down 2% so far this week and 9% for the month. EWQ 1M Mountain iShares MSCI France ETF (EWQ) monthly crude oil and energy Brent futures hovered around $104 per barrel. West Texas Intermediate crude oil futures are near $91. The S&P Energy sector rose 3.8% this week. Every stock in the sector is up this week, with Marathon Petroleum and Valero leading the way, both up more than 9%. ExxonMobil and Chevron both rose more than 2%.
