Stocks @ Night is a daily after-hours newsletter, giving you a first look at tomorrow and a last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV producers were watching on Wednesday and what’s planned for Thursday’s session. Stocks Back on Track After Tuesday’s decline, the S&P 500 and Nasdaq hit new closing highs. AMD has surged 43% over the past three days, matching its best weekly performance since 2016, according to CNBC’s Nick Wells. Among the Magnificent Seven, Nvidia recorded a new closing high while Amazon recorded its best day in a month. Meanwhile, Fair Isaac was the biggest laggard on the S&P 500, recording its worst day since late May. According to the Fed minutes, central bank officials were divided on whether to cut interest rates two or three times by the end of the year, including the quarter-point cut in September. Stuck on the track, Delta is expected to release its results Thursday morning. In July, Delta reinstated its 2025 earnings outlook and forecast a stronger summer travel season than Wall Street expected. However, the stock has fallen more than 5% this year, putting it on track for two straight years of double-digit gains. Among the major carriers, only United Airlines shares are trading in the green in 2025. Its stock is up 1% since the start of the year. Don’t miss CNBC’s exclusive interview with Delta CEO Ed Bastian on “Squawk Box” tomorrow at 7 a.m. ET. PepsiCo also releases its quarterly results before the opening bell tomorrow. Last quarter, the company predicted that weak North American demand would rebound as strategy changes take hold. PepsiCo shares have lost their luster – falling 8.7% this year. CEO Ramon Laguarta will be on CNBC tomorrow at 10 a.m. ET. PEP YTD mountain PepsiCo stocks year-to-date Blue jeans, green gains If that wasn’t enough, Levi Strauss reports quarterly results after the bell. It’s early, but the stock is on pace for its seventh consecutive positive month – its longest monthly winning streak on record. Levi Strauss soared more than 42% in 2025, representing its best annual performance ever. Macau’s hot hand, CNBC’s Contessa Brewer, will report live from Macau, where the city is benefiting from the global travel rebound. Las Vegas Sands, Wynn Resorts and MGM Resorts all operate properties there. Wynn is up more than 40% in 2025 – on track for its best annual performance since 2017. WYNN YTD Mountain Wynn shares year-to-date.
What is likely to move the market in the next trading session
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