Which is likely to move the market

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Here’s what CNBC TV producers were watching as the S&P 500 posted its fourth winning day and what’s on the radar for the next session.

• Jim Cramer and his “Mad Money” pals ran through a short list of his top-performing executives who lead companies whose stocks have hit a rough patch recently but are turning out to have a big week.
• Kroger’s Rodney McMullen tops the list. The CEO told CNBC’s Sara Eisen on Thursday that the strong performance is driven in part by store-level operations and their connection to customers. Kroger is locked in a legal battle with the government over its proposed merger with Albertsons. McMullen also said he sees big changes in spending habits at the beginning of each month, when customers have more money in their pockets — compared to the end of the month when they buy more store brands. He said he’s starting to see similar behavior among more middle-class customers. Kroger rose 5.6% in four days. The stock is up 5.4% from its April high.
• Amazon CEO Andy Jassy is on the list. Amazon is up 9% so far this week. The stock is 7% off its 52-week high hit in July.
• Nvidia CEO Jensen Huang spoke with CNBC TV’s Megan Cassella exclusively in an interview right outside the White House on Thursday. He said “we are at the beginning of a new industrial revolution” in dealing with artificial intelligence. Nvidia is up about 16% this week. The stock remains 15% off its June 20 high.
• Broadcom CEO Hock Tan is also on Cramer’s shortlist. Shares are up 20% in four days and are up 11% from their June 18 high.

• CNBC TV’s Steve Liesman will have exclusive data on the state of US retail and consumer spending at 7am ET.
• The SPDR S&P Retail ETF (XRT) down 4% in three months.
• The ETF VanEck Retail (RTH) rose 3.4% in three months.
• Walmart it tops the list in those three months with 20%. The stock is at a 52-week high.
• Best Buy increased by 13% in three months. The stock is 5.75% off its 52-week high.
• Lowe’s increased by 12% in three months. That’s up 4% from the March high.
• At the bottom of the list: Walgreens, The dollar tree and Bath & Body Works — all down about 40% in the last three months. general dollar it fell 33% during that period.

• On Friday, CNBC TV’s Seema Mody will weigh in on Intel’s board meeting this week and what is likely to be the next step for the chipmaker.
• Intel is up 2.5% this week.
• But it remains 62% off its 52-week high hit since late December. The stock is down 37% in three months.

• Phil LeBeau continues his reporting for CNBC TV on Friday.
• Boeing up 3.27% so far this week.
• It’s been a tough September: The stock is down 6.3% and remains 39% off its 52-week December high.