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 major averages posted back-to-back losses, and what’s on the radar for the next session. Big data shedding light on inflation and the consumer Friday at 8:30 a.m. ET on ‘Squawk Box’ Big numbers are due out Friday morning with CNBC’s Becky Quick and Joe Kernen. Andrew Ross Sorkin will be back Monday. We’ll get the personal consumption expenditures price index, consumer sentiment, consumer spending and personal income numbers. Ahead of it all, the 10-year Treasury yield is at 4.36%. The two-year Treasury yield is 4.00%. The one-year Treasury bill yield is 4.12%. The six-month T-bill yield is 4.24%. The three-month T-bill yields 4.32%. The two-month and one-month T-bills both yield 4.29%. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) has a dividend yield of 7.04%.. The iShares iBoxx High Yield Corporate Bond ETF (HYG) has a dividend yield of 5.87%. The SPDR Bloomberg High Yield Bond ETF (JNK) yields 6.64%. The Fidelity Corporate Bond ETF (FCOR) yields 4.37%. The KraneShares Asia Pacific High Income Bond ETF (KHYB) has a dividend yield of 10.14%. US10Y YTD mountain The U.S. 10-year yield in 2025 Used car stocks There is a thesis used cars may become more attractive due to the tariffs on new cars. Carvana , which is a recent pick by “Mad Money” man Jim Cramer, is up 10% in a week. The stock is 15% lower from the Dec. 19 high. CarMax is up 7% in a week. Group 1 Automotive is flat in a week. CoreWeave We’ll have full coverage as the initial public offering hits the market on Friday. CNBC “Halftime Report” contributor Josh Brown talked about it on Thursday. He raised several concerns including co-founders selling shares before the listing and talk of downsizing. Brown questioned the company’s relationship with its second biggest customer Nvidia and high debt. CNBC.com reported on Thursday that Igor Taber, a top executive at Cortical Ventures, said “At its core, CoreWeave is a reseller of GPUs — so they buy infrastructure from companies like Nvidia, and then they rent out those GPUs to customers. Their gross margin is significantly below what you would typically expect from a pure software company.” But we’ll see what happens Friday, as we’ll be covering it throughout the day leading up to the first trade. Meta Platforms CNBC TV’s Julia Boorstin will report on Meta’s latest tangle with regulators in the European Union. Shares are 19% from the Feb. 14 high. Meta is up about 3% in 2025 and up 22% in a year. META 1Y mountain Meta Platform shares in the past year Big calls on the quarter Throughout the year, we try and keep track of Wall Street analysts’ top picks and their performance. As the first quarter comes to an end, Spotify is up 29% and it’s down 11% from the February high. The stock was put on the top picks list by analysts at Deutsche Bank and JPMorgan. BJ’s Wholesale Club is up about 26% in the quarter, and it’s down 5% from the March 10 high. The stock was on TD Cowen’s list. Dutch Bros . is up 24% in 2025. Shares are 25% off from the Feb. 18 high. That pick also came from TD Cowen. Uber is also up 24% in 2025. The stock is 14% off from the October high. Goldman Sachs, Wolfe and Wedbush analysts made the call. AT & T is up about 24% as well in 2025, and it hit a high on Thursday. Wells Fargo, Goldman Sachs, Citigroup and Deutsche Bank all made calls on the stock around the new year. At the bottom of the best picks list in terms of performance: Marvell Technology , American Airlines and Block . All three are down more than 30% so far this year, but we’re only in the first quarter after all. Coffee CNBC stock man Tom Rotunno was working on coffee prices Thursday. Several key brands including Lavazza, Illy, Nestle and Douwe Egberts have recently been hard to find in many stores throughout the world, but they’ll be back soon, according to a piece in Reuters Thursday — with a 25% price hike . Weather is one reason for the problem. Currency markets have exacerbated costs. Shares of Starbucks are down 14.6% in March. The stock is down 16% from the March 3 high. Shares of Folgers parent J.M. Smuckers are up about 7% in the past month. Keurig Dr. Pepper is up about 2% in a month. The stock is off 10% from the September high. Dutch Bros. is down 18% in March. Shares are 25% from the February high. U.S.-traded shares of Luckin Coffee are up 15% in March. The stock is down 4% from last week’s high. SJM YTD mountain J.M. Smucker Company in 2025 Swoosh… sort of Nike posted its first positive day after seven straight losing sessions. The stock is 33% from the June 2024 high. Shares were up 0.09% on Thursday. That’s not exactly leaping a big hurdle, but a winning day is a winning day. The stock is down 17% in March. One big post market mover Lululemon is down 10% in extended trading. The apparel retailer beat estimates for the latest quarter, but guidance came in weak due to consumer concerns and tariff worries. Shares are down about 11% so far this year. Get Your Ticket to Pro LIVE Join us at the New York Stock Exchange! Uncertain markets? Gain an edge with CNBC Pro LIVE , an exclusive, inaugural event at the historic New York Stock Exchange. In today’s dynamic financial landscape, access to expert insights is paramount. As a CNBC Pro subscriber, we invite you to join us for our first exclusive, in-person CNBC Pro LIVE event at the iconic NYSE on Thursday, June 12. Join interactive Pro clinics led by our Pros Carter Worth, Dan Niles, and Dan Ives, with a special edition of Pro Talks with Tom Lee. 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Friday’s big stock stories: What’s likely to move the market in the next trading session
Mar 28, 2025
