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 stocks extended their relief rally, and what’s on the radar for the next session. A strong week for markets The major averages closed higher on Thursday. The S & P 500 is up 3.7% since Monday. It’s riding a seven-day win streak, its longest since October. The Nasdaq Composite is up 4.3% this week. It’s also up seven days in a row, its best run since August 2024. The Dow gained 3.6% since Monday. Thursday’s gains brought it into positive territory for the year. .SPX 5D mountain The S & P 500 in the past five days March CPI due Friday morning The much-watched inflation gauge will capture the moves in oil and other commodities since the start of the Iran war. Economists polled by Dow Jones are expecting the consumer price index rose 3.3% from a year ago. Excluding food and energy prices, they’re expecting a 2.7% gain. West Texas Intermediate crude traded above $100 per barrel on Thursday, but it settled more than 3% higher at $97.87 a barrel. It’s up 46% since the start of the war, while Brent is up about 33% The S & P Materials sector is the best performing group in the past month, up 3.8% S & P Energy is in second place, up 2.5% Software glitching The iShares Expanded Tech-Software Sector ETF (IGV) was one big laggard in Thursday’s market, down about 4% and hitting a 52-week low. The rollout of Anthropic’s latest Claude Mythos platform weighed heavily on the group. Among the big laggards today was Zscaler , down 11.3%; Rubrik , down 10.6% and Circle Internet , down 9.9% IGV 5D mountain The iShares Expanded Tech-Software Sector ETF in the past five trading days Intel’s win streak Don’t look now, but long-lagging Intel is riding a seven-day win streak, its longest since September 2023. The stock is up nearly 40% already in April. It closed at its highest level in nearly five years. On Thursday, the company announced an expanded partnership with Google to supply chips to power its artificial intelligence data centers. Shares of Google parent Alphabet were up 0.4% Amazon’s AI push Amazon gained 5.6% Thursday, its biggest gain since October. CEO Andy Jassy in a letter to shareholders made the case for big AI spend, saying he plans to spend about $200 billion this year, focused on AI infrastructure. Amazon also said it would start stocking Eli Lilly’s weight-loss drugs at its U.S. kiosks and offer same-day delivery of the drug. AMZN 5D mountain Amazon in the past five days. Countdown to earnings First-quarter earnings season kicks off in earnest next week with big banks and Netflix among the key reports. Goldman Sachs will be out Monday. It’s up 2.8% this year. On Tuesday, we’ll get results from JPMorgan , Citigroup , Wells Fargo and asset manager BlackRock . JPM is down 3.7% this year. Citi is up 7.1% in 2026. WFC is down 7.7% this year. BlackRock is down 6.4% this year. Wednesday brings results from Bank of America and Morgan Stanley . BAC is down 4.2% this year. MS is up 0.4% in 2026. Thursday after the bell Netflix reports results. Those shares are up 8.8% this year. Cheers to that! Shares of Jack Daniels maker Brown-Forman jumped 12.9% after The Wall Street Journal reported that Sazerac has expressed interest in a deal Last month, BF.B said it was holding talks with Pernod Ricard. Shares are up 29% since that news broke. Spirits and alcohol stocks have been struggling with slowing demand, but Corona maker Constellation Brands jumped 8.5% after beating earnings expectations last night. Markets shift and headlines fade, but the core principles of building long-term wealth remain constant. Join us for our third CNBC Pro LIVE, where investors of all backgrounds – from financial professionals to everyday individuals – come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you’re starting from, you’ll leave with clearer thinking, stronger strategies. Enter your email here to get a discount code.
Friday’s big stock stories: What’s likely to move the market in the next trading session
Apr 10, 2026
