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 the big banks began posting earnings, and what’s on the radar for the next session. Big financial CEOs on CNBC after reporting earnings Larry Fink of BlackRock joins ” Squawk on the Street ” in the 9 a.m. hour ET after posting earnings. BlackRock is up 3% in three months. The stock is off 12% from last October’s high. Brian Moynihan, CEO of Bank of America , will be on in the 10 a.m. hour. The stock is down 9% in the last three months. The stock is down 17% from the August high. High on the agenda Wednesday will be t he government’s $1.2 billion fine against the bank for allegedly violating anti-money laundering and sanctions laws. Ted Pick, CEO of Morgan Stanley , will be in on the 11 a.m. hour. The stock is down 15.6% in three months and off 20% from the July high. David Solomon, CEO of Goldman Sachs , is on in the 1 p.m. hour. His company reported this morning. The stock wound up closing the day flat. Shares are down 13% in a month and off 27% from the July high. GS 1M mountain Goldman Sachs in the past month The semiconductor stocks and Jim Cramer Jim Cramer of “Mad Money” took a deep dive on semiconductors on the big show Tuesday night at 6 p.m. ET. It’s available online now. When the semis fall like this, according to Cramer, the drop usually lasts fairly long. But he does see a reason to be hopeful because when there’s a comeback, the rebound is strong. Cramer gave these stats: The VanEck Semiconductor ETF (SMH) is up 17% since the last big down streak in July. It’s up 73% since the December fall, and shares have gained 148% since the fall that ended around May 2025. The SMH is currently 12% from the June 22 high. Lockheed Martin CNBC TV’s Morgan Brennan will have an interview with Jim Taiclet, the CEO of Lockheed Martin . That will be in the 12 p.m. hour on ” Halftime Report .” A big part of the interview will cover the race to expand missile and anti-missile production. The stock is down 27% from the March high. LMT YTD mountain Lockheed Martin in 2026 Oil Brent crude is up 21% in two months. West Texas Intermediate crude is up 16% in two months. They’re both up more than 5% in a week as Saudi Arabia came under attack once again from Iran-backed Houthi missiles. CNBC’s ” Morning Call ” will pick up the story Wednesday morning at 5 a.m. Inflation data September’s reading of the consumer price index is due out at 8:30 a.m. on “Squawk Box” with Becky Quick, Andrew Ross Sorkin and Joe Kernen. The Dow Jones consensus estimate calls for an increase of 0.6% month to month and a 3.6% year-over-year advance. The Federal Reserve and rates JPMorgan Chase CEO Jamie Dimon warned on Tuesday that financial pain will grow across the U.S. if interest rates go up another percentage point from where they are now. The 30-year Treasury is yielding 5.564% Tuesday night. The 10-year is yielding 5.215%. The 2-year yield is 4.795%. The 1-year Treasury bill yield is 4.493%. The 6-month T-bill yields 4.351%. The 3-month yields 4.188%. The 1-month yields 3.978%. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) has a dividend yield of 7.15%. The iShares iBoxx High Yield Corporate Bond ETF (HYG) has a dividend yield of 6.1%. The State Street SPDR Bloomberg High Yield Bond ETF (JNK) ETF has a dividend yield of 6.83%. Richmond Fed President Tom Barkin has a speaking engagement Wednesday at 1:30 p.m. Back at the office CNBC’s Diana Olick has a new report on the fast growing part of real estate: office space. SL Green is off 18.6% from the August high. Vornado is down 18.6% from the August high. BXP is off 20% from last October’s high. CBRE is 26% from the February high. Brandywine is down 31% from last October’s high. All of these stocks are down in the last month. Brookfield is up so far this year, and that’s just 4%. Apple hits a new high The stock is now up 37% in a year. Apple ‘s market cap ended the day just under the $5 trillion dollar mark. We’ll be tracking it all day on CNBC Wednesday.
