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 pulled back from its highs, and what’s on the radar for the next session. The jobs report April’s jobs report will be out at 8:30 a.m. ET. We’ll have the data on ” Squawk Box .” CNBC’s Becky Quick, Andrew Ross Sorkin and Joe Kernen will have the numbers and immediate market reaction. The Dow Jones consensus estimate is calling for 55,000 jobs created in April. Prediction market Kalshi was pretty much right on with this morning’s jobless claims number. For Friday’s big jobs report, 61% predict it’ll be above 50,000. Some 58% above 60,000, and 51% are calling for above 70,000. Forty-three percent think it will be above 80,000. For full coverage of the prediction markets go to https://www.cnbc.com/prediction-markets/ Big Tech highs S & P Tech has added more than 4% in the past four days. Alphabet hit a new high Thursday. The stock has gained 30% in the past month. Apple hit its first new 52-week high of 2026 but finished the day flat. Apple has jumped 13.4% in the past month. Intel has jumped 16% in the past week. The stock has surged 107% in the past month. Micron has gained 25% over the last week. Qualcomm has added 63% in the past month. QCOM 1M mountain Qualcomm shares in the past month Industrials hitting highs The S & P Industrials Sector has gained almost 6% in the past month. It’s down 2.6% from the March high. Howmet hit a high on Thursday. The stock has jumped 12% in the past week. Caterpillar hit a high during the session. The stock has added 23.6% in the past month. Cummins hit a new high on Thursday. Shares have gained 22% in the past month. Generac hit a new high. The stock has added about 40% in the past month. WW Grainger hit a new high in the session. The stock have advanced 7.4% in the past four days. Toyota The Japanese automaker reports early Friday morning. Toyota shares have lost 22.6% in the last three months. Shares are down 24% from the February high. TM 3M mountain Toyota Motor in the past three months McDonald’s The fast-food giant reported solid quarterly numbers and same-store sales this morning. The stock still hit lows going back to January 2025. Disclosure: CNBC and Kalshi have a commercial relationship that includes customer acquisition and a minority investment. 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
May 8, 2026
