Market Update Highlights

There’s a lot to catch up on as the trading world gears up for tomorrow. One major focus was Nvidia, where Becky Quick from “Squawk Box” will interview CEO Jensen Huang following a strong earnings report. The company’s shares rose after revealing quarterly results that exceeded expectations. Notably, the data center business saw a remarkable 75% revenue increase year-over-year, although the stock is down 7.5% from its peak in October. Still, it’s up about 54% over the past year—an interesting trajectory, really. Mad Money’s Jim Cramer had been an early advocate for Nvidia, and it’s worth noting that the stock skyrocketed 1,170% since he picked it up for a charitable trust in the summer of 2022.

In another segment, Harvey Schwartz from Carlyle will join the morning crew at “Squawk Box.” Carlyle is set to share its 2026 shareholder update soon, although the stock has dipped 26% since hitting a high on September 19. Still, it’s managed a 5.4% increase over the past year.

Later, there’s anticipation for unemployment claims numbers, which will be revealed on Thursday morning. It’s a significant data point, with the Dow Jones forecast sitting at around 215,000. Immediately following the announcement, viewers can tune into “Squawk Box” for market reaction.

Shifting gears, Baidu, a leading Chinese internet company, is set to report on its performance as well. Over the past three months, Baidu’s stock has climbed up by 12.5%, although it is down 20% from the highs seen in January.

Meanwhile, the natural gas sector is seeing increased interest. Specifically, demand for liquefied natural gas is on the rise, but futures have dropped 43% recently. Historically, commodity prices spiked during the cold snap in January but have since cooled off. Interestingly, companies like Coterra Energy and Cheniere have seen their stocks rise in double digits since the start of 2026.

Lastly, Stellantis is about to disclose its full-year results. Phil LeBeau will cover this on CNBC. However, it’s been a tough year for the car maker, with the stock down 45% from the previous year—definitely something to keep an eye on. Meanwhile, 3M’s update from its Investor Day suggests that it’s been up and down; after reaching a 52-week high a couple of weeks ago, its stock has since decreased by 7%.