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 the S & P 500 eked out a narrow gain on Tuesday, and what’s on the radar for the next session. Airline earnings take off Delta Air Lines kicks off earnings season for the big airline names on Wednesday morning. Delta announced on Tuesday it was joining other airlines in raising checked baggage fees to offset rising fuel prices. DAL is down 5.5% in 2026, and it’s basically flat since the Iran war started Those numbers are pretty good when compared to American and United , with the former down nearly 30% on 2026 and the latter off 20%. Since the start of the war, American has lost 17%, while United has fallen 16%. Ed Bastian, CEO of Delta Air Lines, will be live on “Squawk Box” in an exclusive interview with Phil LeBeau in the 7 a.m. hour ET on Wednesday. DAL YTD mountain Delta Air Lines in 2026 Booze in the news We will also get earnings from Constellation Brands on Wednesday. Those will come after the bell. The maker of the Corona and Modelo beer brands has fallen about 11% in the past year. However, shares have seen a bit of a turnaround to start 2026, and they’re up 11.5% this year. Analysts are largely positive on the name with 14 calling it a buy or strong buy, according to LSEG. Eight have it at hold, and two rate it underperform. Checking in on China’s tech Eunice Yoon will be interviewing Ray Dalio in Shanghai. She will bring us the highlights throughout the day on CNBC TV on Wednesday. Dalio is in China as part of his efforts with his nonprofit ocean exploration initiative OceanX. If you haven’t looked at Chinese tech and internet stocks in a while, you will find many of them are underwater to start the year. The KraneShares CSI China Internet ETF (KWEB) is down more than 17% year to date. With the exception of two names, all the stocks in the KWEB ETF are in the red year to date. Among the notable 2026 laggards are Tencent Music , down 49%; Trip.com (9961-HK) down nearly 30% and NetEase (9899-HK) down 29%. If you’re looking for some optimism, JD.com (9618-HK) and Meituan (3690-HK) have both gained around 5% in the last month. KWEB YTD mountain KraneShares CSI China Internet ETF (KWEB) in 2026 Space stocks blast off Artemis II’s historic journey around the moon has captured the world’s attention this week. It appears space-related names have also captured the attention of investors. Firefly Aerospace is up about 25% in the last week and 59% in 2026. Intuitive Machines is up 22.5% in the last week and 40% year to date. Redwire is up 13.5% in the last week and 27% this year. Virgin Galactic , which has a big brand name but tiny market cap at just $243 million, has posted a gain of 23% in the last week. It’s down nearly 7% year to date. Markets shift and headlines fade, but the core principles of building long-term wealth remain constant. Join us for our third CNBC Pro LIVE, where investors of all backgrounds – from financial professionals to everyday individuals – come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you’re starting from, you’ll leave with clearer thinking, stronger strategies. Enter your email here to get a discount code.
Wednesday’s big stock stories: What’s likely to move the market in the next trading session
Apr 8, 2026
