Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching as stocks fell for a fourth day, and what’s on the radar for the next session. The 30-year fixed mortgage and the housing stocks The rate on the 30-year fixed mortgage went above 7% on Thursday. As you might expect, the housing stocks didn’t react so well. Toll Brothers fell 1.9%. The stock is off 21% from the February high. PulteGroup dropped 2%. Shares are down 19% from the February high. Hovnanian was down 2.6%. The stock is off 30% from the high it reached nearly a year ago. HOV YTD mountain Hovanian shares in 2026 Energy We’ll watch oil closely starting at 5 a.m. ET with ” Morning Call ” and Morgan Brennan. Brent and West Texas Intermediate crude are both up about 12% so far this week. Energy is the only S & P sector in positive territory so far this week. It is up 1.7%. Devon Energy and Valero are leading the way. Both are up around 4% so far this week. Oracle The tech giant beat earnings estimates on Thursday afternoon. Shares rose 4% in extended trading, but at one point they were as high as 7%. Oracle is down 56% from the high reached a year ago. ORCL 1D mountain Oracle in the past day Inflation data The consumer price index comes out live on “Squawk Box” Friday at 8:30 a.m. Becky Quick, Joe Kernen and Andrew Ross Sorkin of “Squawk Box” will have the numbers and instant stock reaction. The Dow Jones consensus sees a 0.4% on a month-to-month basis. The expected annual inflation rate is 3.4%, per Dow Jones. Sixty percent of the people playing the month-to-month market on prediction market Kalshi believe the monthly number will be above 0.3%. Meanwhile, 12% see the number going higher than the expected 0.4%. Kroger The grocery giant, with about 2,700 stores across the country, reports Friday morning around 7:30 a.m. Shares are down more than 11% in three months. The stock is off 25% from the March high. Disclosure: CNBC and Kalshi have a commercial relationship that includes customer acquisition and a minority investment.
