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 and Dow Industrials posted new records, and what’s on the radar for the next session. Memory and data storage stocks soar SanDisk was up 27% on Tuesday, hitting a new high. Western Digital was up about 17%, hitting a new high. Micron was up 10%, hitting a new high. Seagate jumped 14%, also hitting a new high. “Mad Money” man Jim Cramer said that these companies are jumping “because there is a shortage of machines that make memory chips,” coupled with intense panic buying and a short squeeze. On “Worldwide Exchange” with Frank Holland, we will be watching the premarket follow through on the big show starting at 5 a.m. ET. Set your alarm now. SNDK 1D mountain SanDisk in the past day ADP jobs report The December ADP jobs number will come out at 8:15 a.m. on “Squawk Box” with Becky Quick, Andrew Ross Sorkin and Joe Kernen. They’ll have the number and any market reaction. Economists polled by Dow Jones are looking for a gain of 48,000 jobs. Early morning earnings reports on ‘Squawk Box’ Albertsons has gained 1.85% in the past three months. Shares are down 26% from the April high. Cal-Maine Foods has fallen about 15% in three months. The company, a major producer of eggs, is off 37% from the July high. CALM 3M mountain Cal-Maine Foods in the past three months Goldman Sachs’ energy, cleantech and utilities conference CNBC TV’s Brian Sullivan will be at the conference — where Energy Secretary Chris Wright is slated to speak — with a lot on his agenda. Since the arrest of Venezuela’s President Nicolás Maduro by U.S. forces, West Texas Intermediate and Brent crude are both down about 0.5%. Chevron is now up 0.4% in two days. Shares are down 7% from the March high. ExxonMobil is down 1.3% over two days. It’s off 4% from the high hit Jan. 5. SLB is up 8.5% in two days. Shares are down 3.4% the high reached Jan. 5. Weekly mortgage apps CNBC TV’s real estate reporter Diana Olick will have the news at 7 a.m.. Check CNBC.com for the latest. All the big names are up so far in 2026, including Hovnanian , Toll Brothers , D.R. Horton , Lennar , PulteGroup and Taylor Morrison . But except for one, they’re down double-digits from their September highs. The exception is Toll Brothers, which is down 9% from its high. Pulte is down 15% from the high. Taylor Morrison is down 18.5% from the high. D.R. Horton is down 22% from the high. Lennar is 26% from the high. Hovnanian is 38% from the high.
