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 fell a second day, and what’s on the radar for the next session. Amazon’s big report is due Thursday The online retail giant will release numbers Thursday afternoon. The results will be featured on ” Closing Bell: Overtime ” with Melissa Lee and Mike Santoli. The stock fell 2.4% ahead of Thursday’s news. Amazon is down 10% from the November high. AMZN 3M mountain Amazon shares in the past three months Alphabet The tech company’ issued its fourth-quarter results on Wednesday afternoon and beat Wall Street expectations for earnings and revenue. Capital expenditures, which are closely watched by investors who are worried about overspending, are expected to range between $175 billion to $185 billion in 2026. That’s almost double the amount from 2025. The stock is down about 1% after hours. Alphabet hit a new high on Tuesday and is up 6.4% so far in 2026. Qualcomm The semiconductor maker also reported quarterly earnings . The stock is down 9% after hours. Forward guidance wasn’t what investors were hoping for, which is why the stock is down. However, Qualcomm surpassed earnings and revenue expectations for the fiscal first quarter. Shares are down nearly 13% so far in 2026, and the stock is off 28% from the October high. CNBC TV’s Morgan Brennan will have more on Qualcomm before the bell Thursday on ” Worldwide Exchange ,” which kicks off at 5 a.m. ET. She’ll also be watching Alphabet closely. QCOM YTD mountain Qualcomm shares in 2026 Energy The S & P sector jumped more than 2% on Wednesday. The sector is up 18% so far this year and hit a new high during the session. Most stocks in the sector are up at least 10% in 2026. Marathon Petroleum, Texas Pacific Land , Valero , Halliburton , ExxonMobil and Baker Hughes are all up roughly 20%. Phillips 66 is at 19.9%. SLB is the top performer so far this year up about 34% in 2026. The pharma story CNBC TV’s Emily Wilkins will report on a provision inside the government funding bill, designed to lower drug prices. So far this year, Merck is up 12%. The stock rose 2% on Wednesday. hitting a new high. Eli Lilly reported big numbers on Wednesday, and the stock jumped 10%. Shares are off 2% from the Jan. 8 high. Novartis shares gained 2%, hitting a new high in the session. The stock is up almost 11% in 2026. The iShares U.S. Pharmaceuticals ETF (IHE) was up nearly 3% Wednesday and hit a new high. MRK YTD mountain Merck shares in 2026 Consumer staples CNBC data master Nick Wells is on the case with the consumer staples sector. He reported that the State Street Consumer Staples Select Sector SPDR ETF (XLP) is up four days in a row and gained more than 1% on each of those days. The XLP hit highs in the past three consecutive sessions. Consumer staples is the third-best sector so far this year, up more than 12%. It ranks after energy and materials. The relative strength index, or RSI, on XLP hit 79.9, its highest level since June 2017. An RSI above 70 traditionally means a stock or ETF in this case is overbought. Below 30 generally tells traders something is oversold. However, just because something is above 70 or under 30 does not mean a drop or a jump is imminent. The RSI is one of many data points traders and investors use to make decisions on a stock or ETF.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
Feb 5, 2026
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