CNBC's "Stocks @ Night" Newsletter Offers a Glimpse into Tomorrow's Trading Session
As the Dow Industrials experienced a significant dip of nearly 630 points, investors are keenly watching for what will shape the market in the upcoming trading sessions. CNBC's "Stocks @ Night" newsletter provides an early look at the key events and executive appearances that could move stock prices.
CEO Spotlights on "Morning Call" and "Squawk on the Street"
Wednesday's 5 a.m. ET broadcast of "Morning Call" featured interviews with two prominent CEOs: Niccolo de Masi of IonQ and C. Howard Nye of Martin Marietta. IonQ, a player in the quantum computing space, has seen its stock climb 7% in the past week, despite being down 52% from its October 2025 high. Conversely, Martin Marietta's stock has experienced a 28% decline since its February peak, with an 18% drop year-to-date in 2026.
(Image: Past five trading days for IonQ shares)
Later in the morning, Wells Fargo CEO Charlie Scharf was slated to appear on "Squawk on the Street" at 10 a.m. ET. His participation in a key healthcare conference in Boston comes as Wells Fargo shares are up nearly 2% in September, though still 10% shy of their January high.
Retail and Telecom on the Radar
During the "Squawk Box" pre-bell segment, discussions likely touched upon Chewy and Signet Jewelers. Chewy, the online pet supply retailer, has seen a 15% rise in the last three months, although it remains down 46% from its September 2025 high. Signet Jewelers, on the other hand, has dipped 2% in three months and is 25% below its October 2025 high.
(Image: Chewy's performance over the past three months)
AT&T CEO John Stankey is set to address attendees at Goldman Sachs's Communacopia and Technology Conference. The telecom giant's stock has gained 7.6% over the past month, recovering from a 14% drop since last September's high.
Jim Cramer's Cautionary Notes on Lululemon and Marvell Technology
In his "Mad Money" program, Jim Cramer advised caution regarding Lululemon, citing concerns about the retailer's execution. Despite its brand recognition, Cramer suggested it's not the opportune moment to invest. Lululemon shares have fallen 55% from their December high and are down approximately 20% in the last month.
(Image: Lululemon Athletica's performance over the past month)
On a more positive note, Cramer conducted an exclusive interview with Marvell Technology CEO Matt Murphy. Murphy expressed confidence in the semiconductor company's performance, projecting $15 billion to $16 billion in data center revenue for the upcoming year. Marvell Technology shares have risen 6.5% in September, though they are still down 31% from their mid-June peak.
