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 July’s trading kicked off, and what’s on the radar for the next session. CNBC TV’s Joe Kernen’s interview with President Donald Trump The interview will be on ” Fast Money ” at 5 p.m. ET. The occasion is the 250th anniversary of the United States of America. The jobs report The big monthly payrolls report normally comes out on a Friday. This time, the number will come out at 8:30 a.m. Thursday because of the Fourth of July holiday. The results will be featured live on ” Squawk Box ” with Becky Quick, Andrew Ross Sorkin, and Joe Kernen. Economists polled by Dow Jones are looking for 115,000 new jobs to be created in the month of June. Jobless claims We also get the weekly initial jobless claims number at 8:30 a.m. on “Squawk Box.” The Dow Jones consensus estimate is 220,000. The week prior to that, the result was 215,000. The Parabolic 7 Becky Quick of “Squawk Box” was paying close attention to these seven big names. They all fell Wednesday, but the three-month performances are parabolic. Advanced Micro Devices is up 157% in three months, but fell nearly 7% in the session. Dell is up 151% in three months. Shares were down 1.4% on Wednesday. Broadcom is up almost 18% in three months. It was down 2.2% in the session. Intel is up 164% in three months. It was down 9% Wednesday. Micron is up about 181% in three months. Shares lost 10.6% in trading. Marvell is up 155% in three months. It was down 8.7% Wednesday. Sandisk is up 193% in three months. Shares fell 10.6% in the session. All of those performances are widely better than the Nasdaq-100 . Invesco QQQ Trust (QQQ) , which follows the index, is up 24% in three months. That’s not too shabby, but it fell 1.5% on Wednesday. We’ll pick up the tech beat Thursday morning with Morgan Brennan on “Morning Call,” live at 5 a.m. SNDK 3M mountain Sandisk in the past three months Meta Platforms We’ll keep watching the stock after Wednesday’s nearly 9% pop. Shares rose after news that Meta is building out a new cloud business . The company will sell its excess computing power, CNBC confirmed. Bloomberg first reported the news. Shares are still down 23% from the August 2025 high. So far this year, Meta is down 7%. META YTD mountain Meta Platforms in 2026
Thursday’s big stock stories: What’s likely to move the market in the next trading session
Jul 2, 2026
