Observed Signal · Apr 28, 2026 · Earnings Report · Source: CNBC Investing · Impact: 4/5 · Sentiment: Neutral
Major Tech Earnings, Data Releases Could Move Markets
A CNBC Stocks @ Night roundup published April 28, 2026 previews market-moving items for the next trading session. U.S. durable goods and housing starts data are due at 8:30 a.m. ET. Major companies reporting earnings after the bell include Alphabet, Amazon, Meta Platforms, Microsoft and Qualcomm; CNBC plans live coverage. The piece notes recent price moves and implied volatility for those stocks, highlights CEO appearances on CNBC programs (Starbucks, Robinhood, SoFi, Brinker International), and flags that earnings and macro data are the primary near-term catalysts for the S&P 500.
Earnings from major technology companies (Alphabet, Amazon, Meta, Microsoft, Qualcomm) and U.S. macro data can materially move markets and have downstream effects on advertising and tech-sector revenue expectations.
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Key Takeaways & Evidence Grounding
- Published on 2026-04-28 by Jason Gewirtz on CNBC.
- U.S. durable goods and housing starts reports are scheduled for 8:30 a.m. ET and are expected to influence market reaction.
- Alphabet, Amazon, Meta Platforms, Microsoft and Qualcomm were scheduled to report earnings after the bell on April 28, 2026.
- Implied earnings-day volatility cited: Alphabet 5%; Amazon, Meta Platforms and Microsoft 7%; Qualcomm 8%.
- Starbucks beat estimates and raised guidance (stock up ~5% after hours); Robinhood missed estimates (shares down ~9% after hours); SoFi and Brinker International CEOs were scheduled to appear on CNBC's 'Mad Money'.
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Market movers and what to watch Tuesday
A CNBC market roundup published May 11, 2026 previews items likely to move markets in the next trading session. The S&P 500 closed above 7,400 for the first time while the Nasdaq 100 and Nasdaq Composite hit new highs. Tech names including Apple and Nvidia have been major drivers of recent gains. The note flags upcoming data and events: the April consumer price index (CPI) release at 8:30 a.m. ET with a Dow Jones consensus of 0.6% month-over-month and 3.7% year-over-year, FedEx CEO Raj Subramaniam’s appearance on Mad Money, and Boeing’s April orders and deliveries report at 11 a.m. The piece highlights market breadth differences between market-cap-weighted and equal-weighted indices and lists the top percent movers within the S&P 500.
Thursday's Market Movers: Earnings, Data, Treasury Yields
CNBC's Stocks @ Night newsletter previews key events likely to move the market in the next trading session. The Dow fell over 400 points on Wednesday. On Thursday, investors will watch interviews with Starbucks CEO Brian Niccol, Freeport-McMoRan CEO Kathleen Quirk, and the release of weekly jobless claims and producer price index data. U.S. Treasury yields hit multi-year highs, with the 2-year at its highest since July 2024 and the 10-year since November 2023. Macy's and Oracle are scheduled to report earnings, while HP hit a 52-week high. Energy stocks are surging as Brent crude topped $100 a barrel, with ConocoPhillips, Marathon Petroleum, Chevron, Phillips 66, and Valero hitting highs.
Stocks to Watch for Thursday Trading
CNBC’s Stocks @ Night highlights market movers for the next trading session, focusing on data-center stocks after Jim Cramer flagged the sector, upcoming economic reports (weekly jobless claims and the producer price index) and several company-specific events. Applied Materials is set to report after the bell; CNBC will air special coverage of SK hynix in South Korea. Apple is opening a new manufacturing center in Houston as part of a reported $600 billion U.S. manufacturing investment. Several companies hit all-time highs (Charles Schwab, U.S. Bancorp, Palo Alto Networks). Cerebras missed revenue but raised full-year guidance and fell after hours; StubHub and Cisco also moved after earnings results and guidance. The note flags ETFs and individual data-center names showing mixed recent performance.
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