Wednesday’s big stock stories: What’s likely to move the market in the next trading sessio

April 21, 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 on Tuesday and what’s on the radar for Wednesday’s session. United Airlines The carrier reported solid earnings Tuesday afternoon but reduced guidance in part because of high jet fuel prices. United Airlines stock ticked up slightly after hours. Shares are 19% below the January high, but up 12% over the past month. CEO Scott Kirby will be on “Squawk Box” with Becky Quick, Joe Kernen and Andrew Ross Sorkin in the 8 a.m. ET hour. UAL 1M mountain United Airlines stock performance over the last month Boeing The numbers come out live on “Squawk Box.” Boeing shares are down 12% in the three months since the airplane maker’s last report. The stock is 14% from the 52-week high. CEO Kelly Ortberg will be on “Squawk on the Street” live in the 9 a.m. hour with Carl Quintanilla, David Faber and Jim Cramer. AT & T reports live on ‘Squawk Box’ The stock up 10% since its last report three months ago. AT & T kicks back 28 cents a share each quarter to shareholders — that’s a dividend yield of 4.29%, as of tonight. The stock is down 13% since its September high. Otis Worldwide A lot of ups and downs with this company. (They make elevators and escalators … ups and downs … get it?) The stock is down about 12% since last reporting three months ago. Otis Worldwide is 22% from its July high. The ‘Big’ reports after the bell IBM shares are down 14% since its last report three months ago. “Big Blue’s” stock is 21% from its November high. Tesla is down 10% since its last report three months ago. Shares are 23% from the December high. The prediction market platform Kalshi has several Tesla markets. One focuses on production in the second quarter, with 59% saying it’ll be above 420,000 units. Forty-eight percent say it’ll be above 440,000 and 33% expect it to be above 460,000. The chips The VanEck Semiconductor ETF (SMH) hit a new high today. It is up 21% so far in April. Seagate hit a new all-time high today. The stock is up 43% in April. Western Digital hit a new high today. The stock is up 42% in April. SMH YTD mountain The VanEck Semiconductor ETF (SMH) year to date Disclosure: CNBC and Kalshi have a commercial relationship that includes a CNBC minority investment. 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.  

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