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 during Wednesday’s trading, and what’s on the radar for the next session. Nvidia ” Squawk Box ” anchor Becky Quick has the interview of the day: Nvidia CEO Jensen Huang after the chip giant’s earnings report . Shares rose in extended trading after the company posted quarterly results Wednesday. The juggernaut of tech giants beat expectations and offered guidance that was above estimates. Revenue from the data center business jumped 75% from a year earlier. The stock is off 7.5% from the October high of $212.19 a share. In the past year, the stock has gained 54%. Jim Cramer of ” Mad Money ” was an early backer of the stock. Since he last bought it for his charitable trust in the summer of 2022, the stock has surged 1,170%. NVDA 1Y mountain Nvidia in the past 12 months Carlyle CEO Harvey Schwartz will be live on “Squawk Box” with Becky Quick, Andrew Ross Sorkin and Joe Kernen in the 7 a.m. hour. The investment firm will hold its 2026 shareholder update on Thursday. Carlyle is down 26% from the Sept. 19 high. In the past year, the stock has advanced 5.4%. Data Weekly jobless claims come out Thursday, and they will be featured live on “Squawk Box” at 8:30 a.m. Get the full market reaction on “Squawk Box” when the number is released. The Dow Jones consensus estimate is for 215,000. Baidu The Chinese internet giant will report Thursday morning. The stock has gained 12.5% in the past three months. Baidu shares are off 20% from the Jan. 22 high. BIDU 3M mountain Baidu shares in the past three months Natural gas CNBC TV’s Pippa Stevens will report on rising demand for liquified natural gas. Natural gas futures lave slid 43% in the last month. The January cold snap heated the commodity up, but it has dropped since then. Nat gas stocks Coterra Energy and Cheniere are up double-digits so far in 2026. Stellantis The auto company will report full-year results. CNBC TV’s auto and airline reporter Phil LeBeau will have the numbers. Stellantis shares have fallen 45% in the past year. STLA 1Y mountain Stellantis shares in the past 12 months 3M CNBC TV’s Seema Mody covers the company’s investor day. 3M hit a 52-week high about two weeks ago. The stock has fallen 7% from that level.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
Feb 26, 2026
