Which is likely to move the market

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Here’s what CNBC TV producers watched during Thursday’s trading and what’s on the radar for Friday’s session.

• The tech earnings parade took place on Thursday with Marvell technology.
• The stock rose about 8% after hours after Marvell reported better-than-expected earnings in the latest quarter. The forecast was also stronger than anticipated.
• Marvell is down 18% from its March high. Shares are up 8% in the past month.
• The VanEck Semiconductor ETF (SMH) it’s down 16% from its July 11 high. The fund is up 36% year to date.
• Marvell is the 17th largest holding in SMH, accounting for 1.78% of the ETF.

• Yes, the stock cooled a bit on Thursday. Shares closed 6.4% lower.
• A day earlier, Nvidia reported fiscal second-quarter results that included doubling revenue from the year-ago period.
• The stock is now 16.5% off its June 20 high.
• On Friday, CNBC TV’s Pippa Stevens will report on a part of Nvidia’s economy that perhaps doesn’t get enough attention: the companies that provide cooling technology for Nvidia’s chipmakers (and others).
• Names in this space include Vert, Schneider Electric and nVent Electric.
• Vertiv is down 27% from its May high, but is up 66% in 2024.
• Schneider Electric is 2% off its May high. Shares are up 26% in 2024.
• nVent Electric is up 23% from its May high. The stock is up 13% in 2024.

• CNBC TV China Correspondent Eunice Yoon will report on the tensions and fears in China’s “iPhone City” amid concerns that more businesses will leave the nation and move to other parts of the world, including India.
• Apple shares are off 3% from their July 15 high.
• The stock is now up 20% in three months.

• In the last 24 hours, the list of big names in technology who want to get on OpenAI has grown.
• On the list, according to media reports, are Apple and Nvidia. Of course, Microsoft is already on the list.
• Microsoft is down 12% from its July 5 high. The stock is down 3.2% in a month and is up about 10% so far in 2024.

• Social media platform X is closing up shop in the city by the bay. Other big names are now giving up their space as AI companies emerge.
• CNBC TV’s Kate Rooney will have the story on Friday.
• Among the big office real estate investment trusts seeing the changes firsthand are BXP and CBR.
• BXP hit a new high on Monday. The stock is up 30% in three months.
• CBRE hit a new high on Monday as well. The stock is up 33% in three months.

• The French software maker is set to release the video game “Star Wars Outlaws” on Friday
• The stock is down 43% from its November high and down 26% so far this year.
• Electronic arts it is 2% from the July 31 high. The stock is up 14% in three months and is up about 10% in 2024.

• Stock of 30 Dow hit another record on Thursday.
• It grows by about 2% in a month.
• Of the top seven Dow performers, none of them are technology companies.
• NIKE it’s top The stock is up 13% in a month.
• McDonald’s it is increasing by 10% in a month.
• Walmart increases by about 10% in a month.
• Coca cola up nearly 8% in a month.
• 3M rose 6.2% in one month.
• travel rose 5.8% in one month.
• JPMorgan is up 5.4% in a month.