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

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 the Dow Industrials posted a new closing low for 2026, and what’s on the radar for the next session. Big data Thursday Initial jobless claims will come out at 8:30 a.m. ET. The results will be covered live on " Squawk Box " with Becky Quick, Andrew Ross Sorkin and Joe Kernen. The consensus calls for 215,000 new unemployment claims. We’ll have the numbers and immediate stock reaction. FedEx reports Thursday The shipping giant will post quarterly results Thursday afternoon on " Closing Bell: Overtime " with Melissa Lee and Mike Santoli. FedEx has surged about 22% over the past three months. The stock hit a high on Feb. 27, but it’s down 10% from that level. That’s partly due to higher energy prices that have spiked since the war with Iran began on Feb. 28. FDX 3M mountain FedEx shares in the past three months BOAT The SonicShares Global Shipping ETF (BOAT) , which includes big ocean shipping stocks as its components, is up 6% in three days. So far in 2026, it is up nearly 30%. Since the start of the war with Iran, BOAT has lost 3%. RBOB RBOB , the ticker that tracks unleaded gasoline prices before it is mixed with ethanol, is giving us a glimpse into what’s coming for prices at the pump. We are back at highs not seen since July 2022. RBOB has gained more than 50% since the war started on Feb. 28. @RB.1 1M mountain RBOB futures in the past month Gold The commodity settled below the 50-day moving average of $4,963.90 for the first time since Aug. 19. Year to date, gold futures are up 12.8%. Since the war started, they have fallen nearly 8% The VanEck Gold Miners ETF (GDX) has lost about 24% since the war started. It is down 6% in three days. Food-related stocks hit 52-week lows Everything in the list here is down double-digits since the Iran war started on Feb. 28 as energy prices have soared. Everything on this list is also at least 30% from their 52-week highs. Conagra Brands hit a low not seen since September 2009. General Mills hit a low not seen since December 2018. Campbell’s hit a low not seen in 23 years. McCormick , the Maryland-based spice company and maker of Old Bay, is at a six-year low. Tractor Supply , which is sort of food-related, is at a 25-month low. CAG 1M mountain Conagra shares in the past month Energy-related stocks hit 52-week highs Conoco Phillips is at a 22-month high. It has jumped nearly 9% since the war started Feb. 28. Devon Energy is at a seven-month high. It has gained 10% since the start of the war with Iran. EOG Resources is at a 15-month high. The stock has added almost 11% since the start of the war. Marathon Petroleum hit an all-time high Wednesday. It has climbed 19% since the war began. Valero hit an all-time high Wednesday. It has advanced 16.5% since the start of the war. Diamondback hit a 17-month high Wednesday. It is up about 9% since the war began. Private credit and commercial real estate CNBC TV’s Diana Olick looks at these two key areas that have garnered a lot of attention from buyers and sellers in the last few weeks. KKR is down 29% year to date. The stock is off 41% from last summer’s high. Apollo is 23% in 2026. It’s down 29% from the summer high. Blue Owl is down 39% in 2026. Shares are off 58% from last year’s high. Ares is down 34% year to date. It’s down 45% from the summer high. The S & P real estate sector is up 4% so far in 2026. Top performers in the sector year to date include the following: Iron Mountain , up 27.5%; Equinix , up 27%; Digital Realty Trust , up nearly 16%; Ventas , up around 13%; and Kimco , up 12.7%. 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.