Thursday’s big stock stories: What’s likely to move the market in the next trading session

April 8, 2026

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 staged a relief rally Wednesday, and what’s on the radar for the next session. A spicy deal McCormick CEO Brendan Foley will be live on ” Squawk on the Street ” Thursday in the 9 a.m. hour ET. Last week, the spice giant announced it would buy Unilever’s food business . MKC has lost almost 6% since the deal was announced. The stock is down 25% in 2026. Jim Cramer is positive on the deal. He said the beaten-up stock has fallen enough to get interesting . Many analysts also see opportunity: Seven rate the stock buy or strong buy, while seven are at hold, and one rates it underperform. MKC YTD mountain McCormick in 2026 Slimmer waistlines, bigger business Thursday on CNBC TV Melissa Repko will have a terrific story on the impact of consumers turning to GLP-1 drugs for weight loss and how it may affect retailers. Among the names analysts cite as potential beneficiaries: off-price retailer TJX and big-box retailers Walmart and Target . TJX is up 5% in 2026. The stock has been recently trading at or near all-time highs. It’s up nearly 70% in the last two years. WMT is up 14% in 2026. However, it has fallen 5% after hitting an all-time high on Feb. 17. TGT is up nearly 26% in 2026. It hit a 52-week high of $126 on March 4 and has remained near that level. Getting into the swing of things The 2026 Masters Tournament will tee off in Augusta, Ga. Thursday. It’s a big weekend for equipment maker Callaway . In January the company switched its ticker from MODG to CALY after selling a majority stake in Topgolf to private equity. CALY is up almost 24% in 2026 and is 13% off the 52-week high of $16.65 it hit back in January. Acushnet makes Titleist balls and FootJoy shoes. GOLF is up 23% this year and is 6% off its all-time high hit on Feb. 10. Nike no longer makes golf equipment but top golfers like Scottie Scheffler and Rory McIlroy will be sporting the swoosh on their clothes this weekend. NKE has been in the rough of late, down 32% this year. The stock is 46% off its 52-week high of $80.17 hit on Aug. 25. Many weekend duffers buy their equipment at Dick’s Sporting Goods . It also owns the Top Flite golf ball brand. DKS has yet to get into the swing of things so far this year, up just 3% year to date. It has fallen 13% since hitting a 52-week high of $237.31 on Oct. 3. There’s also a Magnificent Seven angle to the Masters. Starting this year Amazon Prime Video joins CBS and ESPN as a new media rights partner for the Masters Tournament. AMZN is basically flat the last six months, down nearly 1.8%. April is getting started on a positive note though with the stock gaining more than 6%, a move that has seen Amazon rise above its 50-day moving average and has it nearing its 200-day moving average. Markets shift and headlines fade, but the core principles of building long-term wealth remain constant. Join us for our third CNBC Pro LIVE, where investors of all backgrounds – from financial professionals to everyday individuals – come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you’re starting from, you’ll leave with clearer thinking, stronger strategies. Enter your email here to get a discount code.