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 Wednesday and what’s on the radar for Thursday’s session. Nvidia CNBC TV will pick up its coverage of Nvidia at 5 a.m. ET with Frank Holland on “Worldwide Exchange.” The stock is up more than 5% after earnings Wednesday night. CEO Jensen Huang said sales of its Blackwell graphics processing units are “off the charts.” The high on the stock is $212.19, hit back on Oct. 29. Shares closed Wednesday at $186.52. Nvidia beat reporter Kristina Partsinevelos will be up late getting new information on the company from Wall Street and up again early for “Squawk Box” with Becky Quick, Andrew Ross Sorkin and Joe Kernen. NVDA 1M mountain Nvidia shares over the past month A big break for AI? CNBC’s Emily Wilkins will report Thursday on the potential impact of a White House plan to make one federal legal standard for the American artificial intelligence industry — something industry leaders have pushed for — rather than letting states regulate things on their own. The definition of an AI or AI-related stock is perhaps in the eye of the beholder. I did my best here with some big names: Nvidia is about 10% from its late October high. AMD is 16% from its Oct. 29 high. Alphabet hit a new high on Wednesday. Before backing off just a touch, it is up 15.6% in a month. Amazon is 14% from the high it hit two weeks ago. IBM is 11% from last week’s high. Tesla is 17% from last December’s high. Microsoft is 12% from its July 31 high. Meta is 26% from its August high. Eaton is 13.5% from its July 28 high. Vertiv is 15% from its Oct. 30 high. The iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) is 7% from its Oct. 31 high. GOOGL YTD mountain Alphabet shares year to date. Palo Alto Networks Palo Alto Networks stock is 10% from its Oct. 28 high. The company beat earnings and revenue estimates , but is down 5% after hours. CEO Nikesh Arora was on “Mad Money” with Jim Cramer on Wednesday to talk about two recent acquisitions including Chronosphere and Cyber Ark, which Arora says puts the company in a better position as AI becomes an even bigger part of the business landscape. Arora said: “This large surge towards building AI compute is causing a lot of the AI players to think about newer models for software stacks and infrastructure stacks in the future.” Walmart The retail giant reports Thursday. The stock is flat in the last three months, since last reporting. Shares are 8% from its mid-October high. Walmart is up 11% year to date. Target , by comparison, is down 36% so far this year. Get the numbers and instant stock reaction on “Squawk Box” tomorrow morning. WMT YTD mountain Walmart shares year to date Good morning data It’s back. Rick Santelli and Steve Liesman will have a bunch of numbers on “Squawk Box” at 8:30 a.m. sharp. Watch for the September — that’s right, the September — jobs report. The consensus is up 50,000 with an unemployment rate of 4.3%. Philly Fed Manufacturing calls for a reading of 1.5. Here’s the bond check going into the numbers: The 10-year is yielding 4.1%. The 2-year is yielding 3.6%. The 1-year is yielding 3.7%. The 6-month is yielding 3.9%. The 3-month is yielding 3.9% The 2-month is yielding 3.9%. The 1-month is yielding 3.9%. The 6-week is yielding 3.9%. The Fidelity Corporate Bond ETF (FCOR) has a dividend yield of 4.41%. The iShares National Muni Bond ETF (MUB) has a dividend yield of 3.11%. The iShares iBoxx $ High Yield Corporate Bond ETF (HYG) has a dividend yield of 5.77%. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) has a dividend yield of 7.07%. The SPDR Bloomberg High Yield Bond ETF (JNK) has a dividend yield of 6.62%. The private equity guys They’re all down double digits from their highs and down 5% or more in a week. Ares Management is 28% from its February high. KKR is 31% from its January high. Apollo Global Management is 33% from its December high. Blue Owl hit a 52-week low on Wednesday and is 48% from its January high. The 23-cent dividend on this stock, which costs $13.79 per share, offered a 6.53% dividend yield as of Wednesday night.
