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 artificial intelligence fears weighed on the S & P 500, and what’s on the radar for the next session. The jobs report January’s delayed jobs report will be out on Wednesday morning. Economists polled by Dow Jones expect 55,000 jobs were created. ” Squawk Box ” will have the numbers and the market’s reaction at 8:30 a.m. ET. The industrials CNBC data man Nick Wells noted on Tuesday that the S & P 500 industrials sector is up 12% so far in 2026. That’s the best first 27 trading days of the year dating back to 2019 for the industrials. Comfort Systems , Generac and Southwest Airlines are the top performers in the sector so far this year. Among sectors, energy (up 20%), materials (up 15%) and consumer staples (up 12.3%) are all outpacing industrials so far this year. Tech, financials and consumer discretionary are all down 2% so far this year. They’re at the bottom of the 11 S & P sectors. .GSPI YTD mountain The S & P 500 Industrials Sector in 2026 Cisco The tech giant reports Wednesday after the bell. Cisco shares have advanced nearly 20% in the past three months. The stock hit a new high on Tuesday. McDonald’s The stock has jumped about 9% over the past three months. McDonald’s shares are right near the 52-week high hit last week. MCD 3M mountain McDonald’s shares in the past three months
Wednesday’s big stock stories: What’s likely to move the market in the next trading session
Feb 11, 2026
