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 rose on Tuesday, and what’s on the radar for the next session. Disney The entertainment giant reports Wednesday morning. CFO Hugh Johnston will help us run through the numbers on ” Squawk Box ” in the 7 a.m. hour Eastern. Disney shares are up 18.3% in three months. The stock is 8% from the March high. It is the 7th best performer in the Dow Jones Industrial Average in the last three months. DIS 3M mountain Disney shares over the past three months IBM The stock is now the best performer in the Dow in the last three months. The computer company reported last week . IBM shares are up about 19% in a month. In an interview with CNBC TV’s Jon Fortt on Tuesday, IBM CEO Arvind Krishna said, “You look at the growth areas we’re in. You look at the tailwinds of AI and other things to come, and that gives us a lot of confidence in what we can do for our investors. Five years ago, software was a little over 20% of the business. It’s now 45% of the business and [en] route to becoming 50% of the business. Another 30% of the business is consulting. Both of these combined are in high growth areas. Chipotle The stock is getting smacked around after the bell, down 5%. We’ll follow the stock Wednesday. The company reported quarterly results Tuesday night, beating earnings expectations and matching analysts’ forecasts on revenue. Still, the same-store sales forecast wasn’t what some had hoped. Chipotle CEO Scott Boatwright told CNBC Mad Money’s Jim Cramer on Tuesday night about the company opening a record amount of stores in the past year: 305. Chipotle expects another record in the year ahead. CMG 3M mountain Chipotle Mexican Grill over the past three months Pfizer CNBC’s Jim Cramer called the stock “cheap.” CEO Albert Bourla told Cramer, “We achieved way higher from expectations,” touting the paying down of debt. He also said, “Right now we are focusing on going back to business development where we can create higher shareholder value.” The stock is 18% off the July high. Pfizer beat expectations on fourth-quarter earnings and revenue in Tuesday morning’s report. Mondelez and cocoa CNBC’s breaking news editor Brianna Bernath is on the cocoa commodity beat Tuesday night. She pointed out that Mondelez was hit on high prices of the commodity in its latest earnings report. The company said “unprecedented cocoa cost inflation” would hit profits this year. The stock is down about 5% after hours Counting Tuesday’s after-hours drop, the stock is down 11% in a month, and down 21% in three months. Cocoa , by the way, is up 56% in three months. Hershey is down 14% in a month and off 19% in three months. MDLZ 3M mountain Mondelez International in the past three months Doubling up on Palantir Palantir Technologies soared on Tuesday, catching a tailwind from earnings . At the closing bell, the stock was up nearly 24%, hitting a new high. For anyone with the confidence to invest in the GraniteShares 2x Long PLTR Daily ETF (PTIR) , a fund that aims for 200% the daily percentage change of Palantir shares: It was up 47% on Tuesday. Thanks to CNBC executive producer Maria Boden from that nifty observation. Ford Motor The carmaker reports Wednesday afternoon. CEO Jim Farley joins CNBC live in the 4 p.m. hour. The stock is down about 2% in the past three months. Ford is 31.6% from the July high. F 3M mountain Ford Motor shares in the past three months Uber Technologies The ride-sharing service reports on Wednesday morning. Uber shares are down nearly 5% in the past three months. The stock is 20% from the October high. Insurance stocks Several big-name insurance names report Wednesday. The S & P Insurance Industry is 6% from the November high but up almost 3% in a month. Aflac is up 2% in the past three months. The stock is 7.5% from the October high. MetLife is up nearly 8% in three months. The stock is 5% from the November high. Allstate is up about 4.7% in three months. Shares are 9% from the November high.
Wednesday’s big stock stories: What’s likely to move the market in the next trading session
Feb 5, 2025
