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

Traders work on the floor of the New York Stock Exchange (NYSE) on October 22, 2024 in New York City. 
Spencer Platt | Getty Images

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Here's what CNBC TV's producers were watching as the 30-stock Dow and the S&P 500 posted a third straight losing day, and what's on the radar for the next session.

The airlines

  • After two big interviews regarding the Boeing strike in two days, CNBC TV's Phil LeBeau turns his attention to two big airlines.
  • He'll interview Robert Isom, CEO of American Airlines, in the 7 a.m. hour ET and Robert Jordan, CEO of Southwest Airlines, in the 9 a.m. hour.
  • American Airlines is up 22% in the past three months. The carrier reports on Thursday morning. American is 20% from the March high.
  • Southwest also reports Thursday morning. The stock is up 13% in three months. Southwest is 12.6% from the February high.
  • Over the last three months, United Airlines is the leader in the group. Shares are up 52% over that period. The stock hit a high Monday.

The utilities

  • Utilities are the only S&P 500 sector up so far this week: up 0.26%. It is up 17% in three months.
  • Four utilities hit new highs Wednesday, including Dominion Energy, DTE Energy, Consolidated Edison and Entergy.
  • Entergy is now at an all-time high. The stock is up 5.3% in a month and 24% in three months.
  • Consolidated Edison, also hit a new all-time high Wednesday. The stock is up 3% in October, and it has gained 15% in three months.
  • DTE is at a 25-month high. The stock is up about 3% in a month, and it's up 12% in three months.
  • Dominion Energy is at a 20-month high. The stock is up 5.4% in October and up 20% in three months.

Honeywell reports before the bell

  • In a week full of reports from big industrials, Honeywell is next on the list. The company reports Thursday before the bell.
  • The stock is up 1.4% since last reporting three months ago and hit a high Monday. The stock is up 6.6% so far in October.
  • The S&P Industrials sector is up 39% in the last year.
  • Howmet Aerospace is the top performer, up 136% in the past year. It's followed by GE Aerospace, up 113%. Axon is up 110% in the last year.
  • Paycom, Boeing and UPS are the weakest performers in the industrials in the last year. Paycom is down 36% in the past year, while UPS is down 11%. Boeing is down 13% in a year.

CBRE Group reports before the bell

  • The real estate investment trust reports Thursday morning.
  • The stock is up 24% in the last three months and hit a high Monday.
  • Many of the office REITs have had a solid three months.
  • Vornado is up 46% in three months. BXP is up nearly 26% in three months, and SL Green is up 20%. Brandywine is up about 12% in that period.
  • The S&P Real Estate sector is up 8.5% in three months. It's 2% from the mid-September high.

Several regional banks report Thursday

Weyerhaeuser reports after the bell

  • The company specializing in timber products is up 5% over the past three months.
  • Weyerhaeuser is 12% from the March high.
  • There are two ETFs with nifty symbols in the space. CUT is the Invesco MSCI Global Timber ETF, and it is flat in three months. It's 4.6% from the September high.
  • WOOD is the iShares Global Timer & Forestry ETF. It is also flat in three months. The ETF is 7% from the September high.

Microsoft's AI Copilot

  • CNBC TV's Steve Kovach is tracking Microsoft's AI Copilot product on Thursday, almost a year after its release.
  • Microsoft ended Wednesday's trading at $424.60 a share. That is 9.3% from the July high. 
  • The stock is up about 13% so far in 2024.

Nvidia's Jensen Huang in India

  • CNBC TV's Seema Mody will watch and listen in on Nvidia CEO Jensen Huang's trip to India, a growing tech hotspot.
  • Nvidia is 3.4% from the high hit Tuesday.
  • The stock is up about 15% so far in October and up 181% in 2024.

Palantir's Alex Karp

  • The CEO of the defense tech company will be with CNBC TV's Morgan Brennan and Jon Fortt in the 4 p.m. hour.
  • Palantir is up 14.5% in October.
  • The stock is down 4% from the Oct. 14 high.
  • Palantir has almost doubled in the last six months. It ended Wednesday's session at $42.59, and shares are up 1% after hours.
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