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 posted its third losing day, and what’s on the radar for the next session. Big data The consumer price index is due out at 8:30 a.m. ET on Friday. The results will be featured live on ” Squawk Box .” The Dow Jones consensus calls for a 0.3% increase month to month and a 2.5% increase year over year. As of Thursday night on Kalshi, there’s a 56% probability the CPI reading will be above 2.4% year over year, and there is a 20% probability it will come in above 2.5% year over year. On a month-to-month basis, the probability is 47% for a reading above 0.2%, and odds are 15% for an outcome that’s above 0.3%, per Kalshi. Moderna reports before the bell Moderna shares have surged 50% in the last three months. Shares ended Thursday’s trading at $40.11 apiece. At one point during the pandemic, Moderna was at around $497 a share. MRNA 3M mountain Moderna shares in the past three months Wendy’s reports before the bell The makers of the square hamburger saw the stock fall 7.7% on Thursday. Shares are down 55% from the 52-week high reached about a year ago. Wendy’s has fallen about 17% in the past three months. The financials CNBC TV’s ” Worldwide Exchange ” with Morgan Brennan will track the big names in the sector on Friday. The financials sector fell about 2% on Thursday. It’s now the worst performing S & P sector of 2026, down nearly 6%. XLF 5D mountain The State Street Financial Select Sector SPDR ETF (XLF) in the past five days Retail details CNBC TV’s retail reporter Courtney Reagan covered a few of the notable stocks in the sector on Thursday. She was tracking the Amplify Online Retail ETF (IBUY) , which fell nearly 4% on Thursday. It is now off 19.5% from the September high. Reagan notes the ETF was having its worst week since April and is now on pace for five consecutive down weeks. In 2026, it is down 14.5%. A few other big players in retail: Walmart was up almost 4%. The stock hit a new high. Target dropped 1.7%. Shares are off 14% from last February’s high. Crocs took a big step forward after reporting results that would please any giant Wall Street lizard. The stock jumped like a saltwater crocodile going after a slow baby hippo. The stock was up 19% on Thursday. It is still 20% from the May high. In Reagan’s words, “Beauty was in the eye of the beholder” on Thursday. E.l.f. Beauty dropped 3%, and it is down 50% from the September high. Coty dropped 1% Thursday. It is off 60% from the 52-week high. Ulta was down 2% Thursday; it is 5% from Monday’s high. Estee Lauder was up 1%; the stock has fallen 12.5% from the high it reached earlier this month. Japan Four days after an election that saw Prime Minister Sanae Takaichi winning again, the iShares MSCI Japan ETF (EWJ) is up more than 4% this week. It hit a new high on Thursday.
Friday’s big stock stories: What’s likely to move the market in the next trading session
Feb 13, 2026
