Which is likely to move the market

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Here’s what CNBC TV’s producers were watching as stocks rose Wednesday and what’s in store for the next session.

• while Aim and TJX reported positive news that boosted stock prices on Wednesday — with TJX up 6% and Target up 11% — we turn our attention to mall real estate investment trusts.
• Retail earnings this season — including Target, TJX and Macy’swhich fell nearly 13% in Wednesday’s session – all pointed to a large US consumer becoming increasingly cautious.
• Kimco and Simon Property Group both rose more than 1% on Wednesday.
• Both stocks rose about 5% in August and both hit new highs this week.
• Brixmorwhich operates outdoor malls, hit a new high on Wednesday. The stock is up 9% in a month.
• Tangieroutlet mall operator, is up 4% from its 52-week high in March. The stock is up 2.6% week-to-date and 24% over the past year.

• Ahead of a possible rail strike in Canada, the actions of Canadian National Railway they are 15% off their March high. The stock is down about 10% in three months.
• CNBC’s Lori Ann LaRocco will be following closely.
• Canadian Pacific Kansas City is up 13% from the March high. The stock is constant in 2024.
• South Norfolk is up 8% from the March high. Shares are up 7.5% in three months.
• Union Pacific is up 5% from the February high. Stocks are almost identical in 2024.
• CSX it’s up 16% from its February high.

• The commodity is now negative for the year after falling 1.5% on Wednesday.
• West Texas Intermediate crude oil increased by 0.4% in 2024.
• Thanks to CNBC’s Chief Data Officer Gina Francolla for tracking the oil.
• The S&P 500 energy sector is up 5.7% this year. Only the real estate sector is below it.
• Exxon Mobil increased by about 14% in 2024.
• Chevron decreased by 2.6% in 2024.

• CNBC TV’s Pippa Stevens will report on the prospect of a new round of infrastructure spending.
• The S&P 500 materials sector is up 7% year to date. The S&P 500 is up about 18% in 2024.
• Vulcan materials is up 11% from the July 31 high. The stock is up 9% in 2024.
• Martin Marietta is up 14% from the April high. It has grown 8% so far in 2024.
• Emerson Electric is up 13% from the July 16 high. The stock is up 7% in 2024.
• Mosaic is up 31% from its September 2023 high. Shares are down 22% in 2024.
• Freeport-McMoRan it is 20% from the May high. It increased by 3% in 2024.

• CNBC TV’s Julia Boorstin will report on where political ad dollars are going this cycle.
• Election season is typically strong for local TV operators, as House and Senate candidates are flooded with ads.
• Gray TV down 46% this year. Shares closed Wednesday at $4.84.
• Tegna down 11% this year. Shares closed at $13.63.
• EW Scripps down 73% so far in 2024. It’s a $2 share.

• Shares are up 2.75% over the past three months. Overall, it’s not a good scene: The stock is down 52% in a year.

• Chinese e-commerce stock is 40% off 52-week high.
• The stock is down 15% over the past three months.
• Competitor Alibaba it’s down 3% in three months and is 13% off its 52-week high.

• The stock is down 8.5% since last reporting three months ago.
• That’s 17.5% off its 52-week high.

• The new restaurant chain is up 31.5% over the past three months.
• The stock hit a new high on Wednesday, closing at $102.87.
• Cava went public in June 2023: it was priced at $22 per share and closed at $43.78 on its first day of trading.

• The cloud HR software company is down 10% in three months. The stock is 25% off its February high.

• Senior economics reporter Steve Liesman will be there.