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 rose for a third consecutive day, and what’s on the radar for the next session. Rates in the U.S. Federal Reserve Chair Jerome Powell is speaking in the 8 a.m. hour ET on Thursday. CNBC’s ” Squawk Box ” will be ready to hit all the headlines. The 30-year Treasury bond yield is at 4.97%. The 10-year Treasury note is yielding 4.54%. The two-year Treasury yield is at 4.06%. The one-year Treasury bill yields 4.14%. The six-month T-bill yields 4.27%. The three-month T-bill is yielding 4.39% The one-month T-bill is yielding 4.32% The Fidelity Corporate Bond ETF (FCOR) is yielding 4.49%. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) is yielding 7.13%. The iShares iBoxx High Yield Corporate Bond ETF (HYG) is yielding 5.84%. The SPDR Bloomberg High Yield Bond ETF (JNK) is yielding 6.65%. The KraneShares Asia Pacific High Income USD Bond ETF (KHYB) yields 10.32%. Watch for key economic data at 8:30 a.m. on “Squawk Box,” including initial jobless claims, the producer price index and retail sales. US10Y YTD mountain The U.S. 10-year Treasury yield in 2025 The other side of rising rates and the “Mad Money” man’s advice Jim Cramer of “Mad Money” was looking at high-paying dividend stocks with solid earnings getting hit as rates go higher, comparing their risks to the certainty of bonds right now. Cramer also said investors should watch for government polices that could affect these stocks. The list of stocks Cramer looked at include the following: Bristol Myers Squibb , AbbVie and Johnson & Johnson , the latter of which he called “one of the best run companies in the world.” Procter & Gamble , Colgate-Palmolive , Pepsi and General Mills also got mentions from Cramer. He likes them all, but the overall message was wait to buy. Bristol Myers is down 7% in a week. Shares are 30% from the March high. AbbVie is down 5.6% in a week. It’s off 19% from the March high. Johnson & Johnson is down 7% in a week. Shares are down 14% from the March high Procter & Gamble is down nearly 7% in a month. The stock is down 12% from the November high. Colgate-Palmolive is down about 8% in a month. Shares are off 20% from the September high. Pepsi is down 12.5% in a month. It’s 30% off from last year’s high. General Mills is down 9.7% in a month, and down 30% from the September high. Cramer summed it up with this quote: “Why buy a company that could be in the government’s crosshairs when you could get the equivalent yield from something that’s backed by the full faith of the same government that could be coming after these stocks?” Einhorn’s picks Hedge fund giant David Einhorn of Greenlight Capital was on ” Closing Bell ” with Scott Wapner live from the Sohn Conference on Wednesday, a wonderful event held each year to raise money for cancer research. Einhorn is a big bull on gold , saying he thinks it could go as high as $3,800. The commodity has been hitting record after record but has cooled in the last month. He thinks gold will go higher as he doubts the government’s willingness to get the deficit under control. Einhorn also recommended Germany chemical company Lanxess at the Sohn Conference. It trades in London and is up more than 20% in a month. Two big footwear stocks The Wall Street Journal reports, citing people familiar, that Dick’s Sporting Goods is getting close to buying Foot Locker . Dick’s Sporting Goods is down 6% after hours. Foot Locker shares are up 68% after hours. Boot Barn is buying back stock. The company reported an increase in sales over the year-ago period, but it still fell short of revenue estimates. The stock is up 16% after hours. FL 1D mountain Foot Locker in the past day The miners CNBC TV’s Pippa Stevens will report from a Utah mine that produces a fifth of U.S.’s copper. It’s a huge mine, and we’ll take you deep down into the Earth to see something most people will never get to see. Rio Tinto shares are off 16% from the high reached last year. The stock is up 8% in a month. U.S.-traded shares of BHP are up 8% in a month. The stock is down 20% from the October high Housing in the U.S. On Thursday, CNBC TV’s Diana Olick will report on homebuilder sentiment. She will have new details on how affordable, or better yet, unaffordable housing is right now in the country. Shares of Toll Brothers are 38% from the November high. It’s up 11.5% in a month. Hovnanian is up 5% this week, and up10% in May. The stock is off 56% from the August high. PulteGroup is 32% from the October high. Taylor Morrison is 22% from the November high. Beazer is down 42% from the November high. It’s up about 20% in a month. BZH 1M mountain Beazer Homes in the past month Big guests new to the public markets eToro ‘s Yoni Assia will be on “Squawk Box” in the 7 a.m. hour on Thursday. The stock has just debuted , surging nearly 29%. CoreWeave is up more than 50% since its debut . CEO Mike Intrator will be live on “Squawk on the Street” in the 9 a.m. hour. Cisco Systems The tech giant reported after the bell . Cisco is up in after-hours trading on the back of a quarterly beat and strong guidance. The stock is up 3.5% so far in 2025. Shares are off about 7% from the mid-February high. CSCO YTD mountain Cisco Systems in 2025 Walmart The retail giant will report Thursday morning before the bell. Get the numbers and instant stock reaction on “Squawk Box.” The stock is down 8% from the February high and flat so far in May. Walmart shares are down around 7% over the past three months. Alibaba The Chinese internet giant will report before the bell. U.S.-traded shares of Alibaba are up 7.5% over the past three months. Shares are up about 7% this week, and off 9.7% from the March 17 high. If you were fortunate enough to have bought the stock when it hit a 52-week low on June 28, you’d be up almost 90%. Deere The industrial giant will report before the bell. Deere is up 3.6% in three months. The stock is 3.4% from the 52-week high. Take-Two Interactive The video game publisher is slated to report after the bell. Take-Two is up about 10% over the past three months. The stock is 3.5% from the May 1 high. Applied Materials The chipmaker reports after the bell. Applied Materials is up about 3% in three months. The stock is down 32% from the July 2024 high. Coinbase’s popularity with CNBC users A lot of CNBC.com users are interested in Coinbase . It was the most clicked on symbol in the last 24 hours. Shares of Coinbase are up 32% in three days. The stock hit a 52-week low on April 7. It is up 85% since then. Coinbase remains 29% from the December high. On Thursday, CNBC’s Mackenzie Sigalos will do some in-depth reporting on the Trump administration’s close ties to crypto. Shorts Several big-name companies are ranking high on the “short list.” At the top of the pile: Kohl’s , Wolfspeed , Rocket Companies, Hims & Hers and SolarEdge . Shares of Kohl’s are down 71% from last year’s 52-week high. Wolfspeed is off 87% from the June 2024 high. Rocket Companies is 41% from the September high. Hims & Hers is down 16% from the Feb. 19 high. SolarEdge is down 68% from the high hit about a year ago. Thanks to CNBC data team member Nick Wells for the stats.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
May 15, 2025
