Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching as oil spiked on Wednesday, and what’s on the radar for the next session. Sam Altman of OpenAI will be on ‘Squawk on the Street’ in the 10 a.m. hour Thursday Ahead of the interview, here’s where the big powerful chips stand. Nvidia is off 14% from the May high. The stock is up 3.3% in a week. Advanced Micro Devices is down 11.5% from the June 30 high. Shares are down about 11% in July. Applied Materials is down 22% from the June 30 high. The stock is down 21% in July. Micron Technology is down 24% from the June 25 high. The stock is down almost 18% in July. Shares of Microsoft , which is an investor in OpenAI, are off 31% from the high reached on July 31, 2025. The stock down nearly 7% in a month. MSFT 1M mountain Microsoft in the past month Oil and energy At the session high, Brent crude futures crossed above the $80 mark Wednesday. This was after the U.S. struck Iran in response to Tehran’s attack on several ships in the Strait of Hormuz. Energy was the top performing S & P sector of the day, up 1.45%. The only other sector that rose in the session was tech. ExxonMobil and Chevron are both off about 20% from their March 30 highs. Tune in to ” Morning Call ” with Morgan Brennan at 5 a.m. ET for full coverage of new U.S. strikes and Iranian threats. PepsiCo CEO Ramón Laguarta will be on ” Squawk on the Street ” in the 9 a.m. hour. PepsiCo reports earnings Thursday morning live on ” Squawk Box ” in the 6 a.m. Watch for details in the 8 a.m. conference call, which we’ll also be monitoring. Shares of PepsiCo are down about 8% in three months. The stock is off 17% from the 52-week high. It’s not a cola-to-cola comparison, but just for fun: Coca-Cola is up nearly 8% in three months.. PEP 3M mountain PepsiCo in the past three months Weekly jobless claims The number comes out at 8:30 a.m. live on “Squawk Box.” The Dow Jones consensus estimate for initial claims is 218,000. On prediction market Kalshi’s website: 85% think it’ll be above 210,000, while 25% say the number will be above 220,000. About a quarter of traders think it’ll be above 225,000. Existing homes The number comes out at 10 a.m. Thursday. We’ll feature it on “Squawk on the Street.” The Dow Jones consensus estimate is for 4.2 million. Last month, the number was 4.17 million. Toll Brothers is 13.5% from the February high. Shares are down 7% so far this week. Hovnanian is down 25% from the September high. The stock is down 9% so far this week. Pulte is down 15% from the February high. The stock is down 8% so far this week. Lennar is off 42% from the September high. The stock is down 5% so far this week. HOV 5D mountain Hovnanian Enterprises in the past week Space CNBC’s Andrew Ross Sorkin reported Wednesday morning that Jeff Bezos’ Blue Origin is getting a big investment — its first external investment — from Coatue Management. The firm run by Philippe Laffont will kick in $4 billion as part of a new $10 billion fundraising round that’ll value the space company at $130 billion according to Sorkin’s sources. Shares of SpaceX fell 0.8% on Wednesday to close at $148.30. The stock ended its first day of trading on June 12 at $160.95. Highly respected analyst Adam Jonas of Morgan Stanley was on “Squawk on the Street” Wednesday morning and put a $300 price target on SpaceX. He said, “If you like risk, this stock is for you.” FedEx, FedEx Freight and Cramer CNBC’s “Mad Money” man likes them both. Jim Cramer said it’s a “huge opportunity to buy.” Shares of FedEx are 10% from the June 15 high. Disclosure: CNBC and Kalshi have a commercial relationship that includes customer acquisition and a minority investment.
