Observed Signal · May 6, 2026 · Earnings Report · Source: CNBC Investing · Impact: 4/5 · Sentiment: Neutral
Stocks to Watch Thursday: McDonald’s, Nvidia, Corning, Block
CNBC’s Stocks @ Night (published May 6, 2026) previews corporate events and economic data likely to move markets in the next trading session. McDonald’s is due to report results Thursday morning with special coverage of its China operations; Corning reportedly plans three factories to produce optical technologies exclusively for Nvidia, a story that lifted Corning shares; Citigroup holds investor day with CEO Jane Fraser appearing on CNBC; ADP’s private payrolls showed an April gain of 109,000 ahead of official jobs data and weekly jobless claims; Block and CoreWeave are scheduled to report after the bell. The piece also cites prediction‑market odds from Kalshi and New York Fed consumer expectations data, and discloses a commercial relationship between CNBC and Kalshi.
The article previews multiple corporate earnings and macro data releases (McDonald’s, Block, CoreWeave, ADP payrolls, Citigroup investor day) that can move markets; earnings and jobs data are routinely market‑moving events.
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Key Takeaways & Evidence Grounding
- Publication date: 2026-05-06.
- McDonald’s is scheduled to report quarterly results Thursday morning; CNBC will cover results and run a special report from Eunice Yoon in China.
- Corning is reported to be building three new factories to make optical technologies exclusively for Nvidia; Corning shares rose as a result.
- ADP reported 109,000 private payroll additions in April; ADP chief economist Nela Richardson warned of a rise in lower‑paying, part‑time jobs.
- Block and CoreWeave are scheduled to report earnings after the market close Thursday; Block previously announced substantial staff reductions under CEO Jack Dorsey.
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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.
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: Palantir, Snap, AMD, SpaceX
CNBC’s Stocks @ Night roundup highlights corporate reports and market drivers ahead of the next trading session. Caterpillar has seen large gains tied to data-center construction, while McDonald’s, Merck and Pfizer show recent pullbacks from prior highs. Snap and Palantir posted strong quarterly results — Snap beat revenue expectations and CEO Evan Spiegel reported improving advertising momentum; Palantir beat estimates with a 93% year-over-year revenue jump. AMD has rallied recently but remains below its June peak and shows elevated options-implied movement. SpaceX shares have fallen roughly 50% from their June high as more shares are scheduled to be released to the market and a quarterly report approaches. Markets will also watch interviews with Treasury Secretary Scott Bessent and Philadelphia Fed President Anna Paulson and talk of coordinated U.S.-Japan yen intervention.
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