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 on Thursday and what’s on the radar for Friday’s session. Oracle Oracle’s new CEOs Clay Magouyrk and Mike Sicilia will on CNBC’s “Money Movers” in the 11 a.m. hour on Monday. Shares are 14% off last month’s high. But the stock is up 78% so far in 2025. ORCL YTD mountain Oracle shares year to date. Little bit of data October consumer sentiment is out at 10 a.m. ET on Friday. That comes from our friends in Ann Arbor at the University of Michigan and not from our friends in Washington. Due to the shutdown, there’s been no government data since the middle of last week. The consensus calls for a reading of 54. Going into the number, the 10-year is yielding 4.142%. The 2-year 3.597%. The 1-year 3.665%. The 6-month 3.846%. The 3-month 3.962%. The 2-month 4.04%. The 1-month 4.082%. The iShares iBoxx High Yield Corporate ETF (HYG) has a dividend yield of 5.73% as of tonight. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) has a dividend yield of 7.07% as of tonight. The SPDR Bloomberg High Yield ETF (JNK) has a dividend yield of 6.58% as of tonight. The iShares National Muni Bond ETF (MUB) has a dividend yield of 3.12% as of tonight. The Fidelity Corporate Bond ETF (FCOR) has a dividend yield of 2.25% as of tonight. Exposure Investors are watching for more reports of exposure to First Brands, the auto parts maker, after it went bankrupt. This week Jefferies and UBS both said they had exposure. Jefferies is now down 15% in four days. UBS is down 2.4% in four days. Earnings season The banks start reporting Tuesday. BlackRock is up 7.2% in three months, and is 1.4% from last week’s high. Citigroup is up 12% in three months, and 50% over the past six months. Shares are 9% from a mid-September high. JPMorgan is up 8% in three months, and is 4% from last week’s high. Wells Fargo is down 2% in three months, and is 8% from its Sept. 23 high. Goldman Sachs is up 12% in three months, and 51% in six months. The stock is 5.5% from its Sept. 23 high. Consumer goods stocks hitting 52-week lows Kraft Heinz is back to its April 2020 low. Shares are down 14% in six months. Kimberly-Clark is back to its February 2024 low. The stock is down 9% in three months. Procter & Gamble is back to its January 2024 low. The stock is down 10% so far in 2025. Thank you Canada Due to the shutdown, the Blue Angels can’t fly in San Francisco’s Fleet Week, so the Royal Canadian Air Force’s Snowbirds will fly instead. The iShares MSCI Canada ETF (EWC) tracking Canada is just off last week’s high by 1.86%. In six months, our friends to the north have seen the main ETF tracking their stocks jump almost 28%. “With glowing hearts, we see thee rise, the True North strong and free…”
