Thursday’s Big Stock Stories: What’s Likely to Move the Market in the Next Trading Session
As investors prepare for the upcoming trading day, several key earnings reports and economic data releases are poised to influence market direction. After the S&P 500 recorded consecutive declines recently, market watchers are closely monitoring these developments to gauge the next phase for stocks.
Major Earnings Reports to Watch
BlackRock
The financial services giant BlackRock is set to report its quarterly earnings on Thursday morning. The company’s CEO, Larry Fink, will also appear on CNBC’s “Squawk on the Street” during the 9 a.m. ET hour to discuss the results and provide insights into the firm’s outlook. Over the past three months, BlackRock shares have declined approximately 8.6%, including a 10.5% drop since the October 15 high. Investors will be looking for signs of how the world’s largest asset manager is navigating market headwinds.
Goldman Sachs
Goldman Sachs will also release its quarterly financials before the market opens. Real-time coverage and analysis will be available on CNBC’s “Squawk Box,” with financial reporter Leslie Picker providing updates. Goldman’s stock has climbed 21% over the last three months but has retraced about 3% from last week’s peak. Wall Street will be listening closely for management commentary on current trading conditions and strategic priorities.
Morgan Stanley
Similarly, Morgan Stanley is scheduled to report earnings on Thursday morning. The company’s shares have risen 16% over the past three months but experienced a 4.25% pullback from recent highs. Investors will be scrutinizing Morgan Stanley’s results for signs of continued strength in key business segments amid a mixed macroeconomic backdrop.
Taiwan Semiconductor
Among technology stocks, Taiwan Semiconductor Manufacturing Company (TSMC) will publish its quarterly report Thursday morning. TSMC shares have gained 10.5% in the last three months, reaching record highs earlier this week before pulling back 2.7%. CNBC’s chip industry reporter Kristina Partsinevelos will cover the earnings announcement in detail and provide analysis on the stock’s reaction.
Economic Data and Other Movers
Jobless Claims
The U.S. weekly jobless claims report is due out at 8:30 a.m. ET on Thursday. Market participants and CNBC hosts Becky Quick, Andrew Ross Sorkin, and Joe Kernen will discuss the number extensively on “Squawk Box” starting at 5:59 a.m. This data point provides a timely snapshot of the labor market’s health and often influences short-term market direction.
J.B. Hunt Transport
In the transportation sector, J.B. Hunt Transport Services will report earnings after the market close on Thursday. The company’s stock has seen impressive gains, rising over 47% in the past three months and hitting a new high recently. CNBC’s Frank Holland will cover the company’s results and their implications for the transportation industry and broader economic activity.
Commercial Real Estate Sector
CNBC’s real estate reporter Diana Olick will provide exclusive coverage and insights into the commercial real estate sector on Thursday. Several major players have seen stock declines from their respective highs: CBRE shares are down 3.5% from their October peak; Vornado Realty Trust is off 26% from February 2025 highs; SL Green Realty has declined 29% since last year; Brookfield Property Partners is 8% below its February 2025 high; and Brandywine Realty has fallen 45% since its 52-week high in January 2025. Market participants will be watching for updates on sector trends and potential catalysts.
Looking Ahead
With these prominent earnings releases and economic indicators set to come through, investors will have plenty of data points to digest. The focus will be on how these companies and data reflect broader economic and market conditions amid ongoing uncertainties. Staying tuned to live coverage and expert analysis will be essential for navigating the upcoming trading session.
For those interested in more detailed market previews and insights, CNBC offers a free daily newsletter called Stocks @ Night, providing a first look at tomorrow and a last look at today’s market action.
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