What is likely to move the market in the next trading session

Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and a last look at today. Sign up for free to receive it directly in your inbox.

Here’s what CNBC TV producers were watching Wednesday and what’s on the radar for tomorrow’s trading session.

markets

Walmart reports Thursday morning

• The stock is up 14.7% since the retailer last issued quarterly earnings three months ago.
• Amazon down 9% in three months.
• Aim down 14.6% in three months.
• Walmart is up 3.75% from its mid-July high.

Alibaba

• The Chinese e-commerce giant also reports in the morning.
• Alibaba shares have been flat since the last report three months ago.
• The stock is down 18% from its September high.

Deere

• The industrial giant has fallen nearly 15% since the last report three months ago.
• Deere shares are down 20% from their high last August.

Applied materials

• The tech giant reports after the bell on Thursday.
• The stock is down 4% in the three months since last reported.
• lover is down 21% from its July 10 high.

Nuclear stockpiles

The feeling of the house builder

• The number will be posted at 10:00 a.m. ET. CNBC TV’s Diana Olick will cover.
• Many homebuilder stocks have had big breakouts in recent months, but August saw a slowdown for the group.
• Dr. Horton is up 13% in one month but down 3% in August.
• Lennar is up 10% in six months, down 4.4% in August
• Pultegroup is up 17% in six months, down 7.6% in August.
• KB Home is up 28% in six months, down 8% in August.
• Taylor Morrison up nearly 8% in six months, down 10% in August.
• Hovnanian is up 15% in six months, down 11.5% in August.

Pharmaceutical Pricing and Medicare

• Analysts are awaiting details on Medicare drug price negotiations to see what the impact will be on pharmaceutical sales. CNBC TV’s Bertha Coombs and Angelica Peebles will be on the lookout.
• Eli Lilly is up nearly 16% so far in August. The stock gained 20% in five days.
• Pfizer shares are flat in 2024 and fell 5.4% in August. The stock is up 22% from its 52-week high set last August.
• Merck it’s up 15% from its June 25 high and down 11% over the past month.

Mixing up the CEO of the restaurant

• Kate Rogers will have more on Brian Niccol’s move from Chipotle to Starbucks, but she also looks at Shake Shack’s new CEO, who came over from Papa John’s, and Wendy’s new CEO.
• Chipotle it was flat after Tuesday’s big drop.
• Starbucks fell 2% after Tuesday’s big gain.
• at Wendy’s it’s up 20% from the 52-week high set last August.
• Papa John’s it is 46% compared to last August.
• Shake Shack it’s down 6% from its May high and up 19% so far in August.

Shorts

• Two retailers are near the top of the latest short report, Kohl’s and Guess, thanks to data team Nick Wells for the insight.
• Guess is down 5.2% in a month, and the stock is 35% off its April high.
• Kohl’s down 15.7% in one month. The stock is also down 35% from its April high.