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 Treasury yields spiked, and what’s on the radar for the next session. OpenAI strikes again, according to Australia Reuters reported Wednesday afternoon that Australian’s Prime Minister Anthony Albanese said OpenAI breached a government website in June. As the threat seems to get worse, the big cybersecurity stocks are rising, a theme Jim Cramer of ” Mad Money ” has been following closely. CrowdStrike , Fortinet , SentinelOne and Cloudflare all hit highs today. Palo Alto Networks is 1.4% from a high. CrowdStrike is up 10% in three days and up about 37% in a month. Cloudflare is up 20% in a month. Palo Alto Networks is up around 10% in a month. Cramer last bought the stock for his charitable trust on Nov. 24. It has gained a cool 115% since that great call. SentinelOne is up almost 14% in a month. Fortinet is up 16% in a month. FTNT 1M mountain Fortinet in the past month China Chinese President Xi Jinping is set for a day of meetings at the White House with U.S. President Donald Trump. The big Chinese ETFs are all off sharply from their highs. KraneShares CSI China Internet ETF (KWEB) is down 42% from the Oct. 2, 2025 high point. The iShares MSCI China ETF (MCHI) is down 21% from the October high. The iShares China Large-Cap ETF (FXI) is 18% from the October high. All are down year to date. The S & P 500 is up more than 12% in 2026 Jobless claims The data comes out at 8:30 a.m. ET sharp live on ” Squawk Box .” Becky Quick, Joe Kernen and Andrew Ross Sorkin will have the numbers and instant premarket stock and bond reaction. The Dow Jones consensus estimate calls for 201,000. The bonds The 30-year Treasury bond yield is now at 5.397%. The 10-year Treasury note yield hit a 19-year high. It is at 5.11%. The 2-year Treasury yield hit a multiyear high and is at 4.897%. The 1-year Treasury bill yield is at 4.453%. The 6-month T-bill yields 4.343%. The 3-month T-bill yield is at 4.136%. The 1-month T-bill yield is at 3.884%. The iShares iBoxx High Yield Corporate Bond ETF (HYG) has a dividend yield of 6.07%. The State Street SPDR Bloomberg High Yield Bond ETF (JNK) has a dividend yield of 6.75%. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) has a dividend yield of 7.1%. The Fidelity Corporate Bond ETF (FCOR) has a dividend yield of 4.8%. US10Y YTD mountain The U.S. 10-year Treasury yield Many Federal Reserve officials will speak Thursday Watch CNBC TV’s Steve Liesman all day Thursday on CNBC for full coverage. New York Fed President John Williams is speaking from London at 4:10 a.m. ET. At 8 a.m., Richmond Fed President Tom Barkin speaks. At 8:50 a.m., Cleveland Fed President Beth Hammack speaks. At 10:10 a.m. Philadelphia Fed President Anna Paulson speaks. Darden Restaurants reports on ‘Squawk Box’ The stock has been flat in the past three months. Shares are off 7% from the Aug. 13 high. Darden Restaurant ‘s brands include LongHorn Steakhouse, Ruth’s Chris Steak House, The Capital Grille, and Olive Garden. They also own Seasons 52 — better get there early if you’re going to the one in Boca Raton, Florida! Costco Wholesale reports after the bell on ‘Closing Bell: Overtime’ The stock has lost 5.5% in the past three months. Costco shares are 17.5% from the May high. COST 3M mountain Costco in the past three months Meta Platforms We’ll have full reaction to CEO Mark Zuckerberg’s comments expected Wednesday night. Meta is now up 43% from the March low.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
Sep 24, 2026
