Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching as U.S. stocks rebounded, and what’s on the radar for the next session. The big interviews and news will keep coming out of Davos on Thursday. Among the notable names joining “Squawk Box”: Uber CEO Dara Khosrowshahi joins in the 6 a.m. hour. Uber is down around 9% the last three months. It’s down more than 17% from its 52-week high of $101.99 hit Sept. 22 but up 25% since last year’s Davos. Goldman Sachs CEO David Solomon also joins in the 6 a.m. hour. GS hit an all-time intraday high of $984.70 on Jan. 16 and is up over 50% from last year’s Davos. It’s up over 325% since Solomon took over the CEO role from Lloyd Blankfein in October 2018. Wells Fargo CEO Charlie Scharf will join in the 8 a.m. hour. WFC hit an all-time intraday high of $97.76 on Jan. 5. It’s up over 11% since last year’s Davos and nearly 75% since Scharf took over as CEO in October 2019. UBER 3M mountain Uber shares in the past three months On Thursday morning, we will get earnings from a couple of consumer staples companies: Procter & Gamble and spice maker McCormick & Company . P & G has fallen nearly 4% in the last three months and is almost 19% off its 52-week high of $179 from March 10. You’ll remember that P & G announced in July that Shailesh Jejurikar would take over the CEO role from Jon Moeller, effective Jan. 1. Jim Cramer has told the CNBC Investing Club he’s confident P & G’s new leader can turn things around. MKC is basically flat over the last three months and is 22% off its 52-week high of $86.24 from March 10 Both companies are part of the State Street Consumer Staples Select Sector SPDR ETF (XLP) . The XLP has gained about 4% the last three months and more than 6% year to date. XLP Leaders/Laggards last three months: Dollar General, up 39%; Dollar Tree, up 34%; Estee Lauder, up about 19%; Lamb Weston, down 31%; Kimberly-Clark, down around 16%; Campbell’s, down nearly 16%. DG 3M mountain Dollar General in the past three months On Thursday after the close, we’ll get earnings from Intel . The stock has been on a tear of late. Intel gained nearly 12% on Wednesday, its best session since Sept. 18. Shares closed at $54.25, the highest level since January 2022. It’s up 47% to start the year and is up nearly 200% from its 52-week closing low of $18.13 on April 8, 2025. It’s also up 130% since Aug. 22 when Commerce Secretary Howard Lutnick announced the U.S. government had taken a 10% stake in the chipmaker. Intel the 3rd best performing S & P 500 stock to start the year, trailing Sandisk (+112%) and Moderna (+69%). Western Digital (+40%) and Micron (+36%) round out the top five. INTC 3M mountain Intel shares over the past three months Meanwhile down in Washington, D.C. on Thursday, major health-care insurance CEOs will face questions from lawmakers about the increasing price of coverage and what is needed to bring costs down. CNBC’s Emily Wilkins will be watching that. Among the CEOs expected to attend are those from UnitedHealth Group , CVS and Cigna . UNH has fallen over 5% in the last three months and has dropped 34% in the last year CVS has dropped just under 2% in the last three months and has gained 53% in the last year Cigna has lost about 10% over the last three months and just under 5% in the last year.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
Jan 22, 2026
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