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 Dow Industrials hit a new record, and what’s on the radar for the next session. Salesforce The stock beat earnings estimates , but guidance was “meh” as the kids say. CEO Marc Benioff might not agree with investor and analyst interpretation of guidance. He told Jim Cramer of “Mad Money'” Wednesday night: “We are going to have a monster year and deliver more than $46 billion in revenue this year. There’s no enterprise software company that’s doing more than Salesforce is.” Benioff said his company would be delivering “agentic capability across all of our products.” The stock little changed in extended trading. Shares are off 37% from the November high. The company is in the midst of a share buyback program announced earlier this year. CRM 3M mountain Salesforce shares over the past three months Snowflake The stock is up 36% in extended trading after quarterly earnings . Senior news editor David Sucherman with the quote of the night: “It’s like a blizzard… the good kind.” The company beat earnings and revenue estimates. Another big interview for Cramer on Wednesday night: CEO Sridhar Ramaswamy told him, “We have really easy to use products, so products like Snowflake Intelligence, 2,500 customers. It is on fire.” He also said, “We have the partnerships with the best model makers there are.” On the future, Ramaswamy said, “It is product innovation that will create durable value for Snowflake, and that’s why I’m confident of the role Snowflake will play in this enterprise AI revolution.” ” Morning Call ” with Morgan Brennan at 5 a.m. will have much more on this giant move on Thursday. Big morning of data on ‘Squawk Box’ Weekly jobless claims comes in at 8:30 a.m. ET, as well as the second GDP reading, durable goods and the personal consumption expenditures price index. The numbers will be on “Squawk Box” with Becky Quick, Joe Kernen, and Andrew Ross Sorkin. The Dow Jones consensus estimate for weekly initial jobless claims is 213,000. The Dow Jones consensus estimate for Q1 real GDP is 2%. The Dow Jones consensus estimate for April durable goods is 3.5%. PCE price index inflation data will be out as well. The Dow Jones consensus estimate calls for a month-to-month increase of 0.5% and 3.8% on a year-over-year basis. Bonds going into all that data The 10-year Treasury is yielding 4.502%. The 2-year Treasury yield is 4.057%. The 1-year Treasury bill yields 3.818%. The 6-month T-bill yield is 3.778%. The 3-month and 1-month T-bill yields are both at about 3.68%. The Fidelity Corporate Bond ETF (FCOR) has a dividend yield of 4.53%. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) is yielding 6.99%. The iShares iBoxx High Yield Corporate Bond ETF (HYG) has a dividend of 5.85% and the State Street SPDR Bloomberg High Yield Bond ETF (JNK) is yielding 6.6%. US10Y 1M mountain The 10-year Treasury yield in the past month Big earnings on ‘Squawk Box’ Best Buy has gained 4% in the past three months. The stock is off 24% from the October high. Kohl’s has fallen 21% in the past three months. Shares are down 48% from the December high. More from Canada: Royal Bank of Canada, Toronto-Dominion Bank and Canadian Imperial Bank. They all have gained about 15% in the past three months ago, and they’re all near 52-week highs. On Wednesday morning the Bank of Montreal beat estimates, raised the dividend and the stock hit a new high. On Wednesday evening, the good people of Montreal will be squarely focused on the Canadiens trying to earn a Game 4 win in the Eastern Conference Finals against Carolina. Dude, you’re getting Dell’s report after the bell Thursday The computer manufacturer’s shares have more than doubled in the past three months. The stock ended Wednesday’s trading at $305.32. Dell shares hit a new high. DELL 3M mountain Dell shares in the past three months Federal Reserve speakers New York Fed President John Williams is in Iceland. He will speak around 8:55 a.m. ET. At 10:15 a.m., St. Louis Fed President Alberto Musalem will speak. He’s also in Iceland. At 3 p.m., we’ll hear from Richmond Fed President Tom Barkin. Hyatt holds investor day in Chicago The stock hit a new high on Wednesday Hyatt It is up 9.3% in May. Check out the Russell 2000 The small-cap benchmark hit a new high on Wednesday. The Russell 2000 is up 4.3% in May. The Nasdaq 100 and the Dow Industrials Both indexes high new highs Wednesday. The Nasdaq 100 is up 9% in May, and the Dow is up 3% in a month. 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Thursday’s big stock stories: What’s likely to move the market in the next trading session
May 28, 2026
