Observed Signal · Aug 12, 2026 · Earnings Report · Source: CNBC Investing · Impact: 4/5 · Sentiment: Neutral
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.
The article highlights multiple earnings-related moves, macro economic releases (jobless claims, PPI) and major company events (Apple manufacturing investment) that can materially move markets and inform investor positioning.
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Key Takeaways & Evidence Grounding
- Jim Cramer highlighted data-center stocks as a key investment theme if rates remain tamed.
- Apple is opening a new manufacturing center in Houston as part of a reported $600 billion investment in U.S. manufacturing.
- Applied Materials was scheduled to report earnings after the bell on Thursday.
- Cerebras missed revenue in its latest quarter but raised full-year guidance; shares fell about 16% after hours.
- Cisco beat earnings expectations and issued guidance ahead of analyst estimates; shares traded lower after hours.
Connected Companies & Entities
7 Entities mapped“Equinix is down 5% from the April 24 high. The stock is up almost 5% in August....”
“CNBC will have a special report on SK Hynix in South Korea....”
“Cisco beat earnings expectations and issued guidance ahead of analyst estimates. Shares are down 4% after hours....”
“The company wasn’t able to make a profit despite hopes the World Cup would bring in extra revenue. Revenue beat expectations but earnings mi...”
“A new manufacturing center will be opening in Houston on Thursday. It is part of the company’s $600 billion investment in U.S. manufacturing...”
“Palo Alto Networks hit an all-time high. The stock is up 6% in three days, and shares are up almost 80% in three months....”
“The chipmaker missed on revenue in the latest quarter, but raised guidance for the full year. Shares are down 16% after hours....”
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Tuesday market movers and headlines
CNBC’s Stocks @ Night roundup highlights market movers and themes heading into the next trading session. The Dow fell more than 300 points while several individual stocks showed notable short-term moves: 3M, General Motors, Charles Schwab, Northrop Grumman, D.R. Horton and Hasbro each posted declines or gains over the past three months. Jim Cramer urged investors to look beyond big tech and named non-tech names such as Goldman Sachs, Honeywell Aerospace, Boeing, Wells Fargo and FedEx. Meta and Apple have strong July performance so far, and President Donald Trump said he wants to impose 50% tariffs on many Canadian goods. The piece also notes momentum weakness in the iShares MSCI USA Momentum ETF, whose top holdings include Micron, AMD, Broadcom, Intel and Caterpillar.
Tuesday Market Movers: Stocks Likely to Move
A CNBC market preview highlights companies and economic releases likely to influence U.S. trading the next session. The note spotlights Corning’s recent multibillion-dollar deal with Amazon and its prior large agreements with Nvidia and Meta Platforms, and reviews big gains across semiconductor names (Intel, Sandisk, Seagate, Texas Instruments, Cisco). Economic data to watch include the U.S. trade deficit (Dow Jones consensus $56.1 billion) and existing home sales (consensus 4.05 million). J.M. Smucker is set to report quarterly results live on CNBC, while investor reaction to Apple’s WWDC AI demos and Boeing’s May orders and deliveries are also flagged as potential market movers.
Stocks to Watch Ahead of Friday Session
CNBC's Stocks @ Night (published July 16, 2026) highlights market items likely to move trading on Friday, including upcoming housing starts data (FactSet consensus 1.31 million) and several corporate earnings and sector notes. Homebuilders such as Hovnanian, Toll Brothers, PulteGroup, NVR and KB Home are referenced for recent weekly moves and distance from prior highs. Travelers is scheduled to report earnings Friday morning. Regional banks and the State Street SPDR S&P Regional Banking ETF (KRE) showed recent strength, with names like Fifth Third, Regions Financial and Truist Financial noted for multi-month gains. Netflix’s second-quarter results roughly met estimates but shares fell about 8% after hours, adding to a roughly 45% decline over the past year. The piece is a market-movers newsletter summarizing data and near-term corporate catalysts.
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