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

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Here's what CNBC television producers were watching as Nvidia shares' decline weighed on the S&P 500 on Wednesday, and what to watch during Thursday's session.

• NVIDIA Nvidia shares fell about 7% in after-hours trading after the quarterly report was released. CNBC's NYSE reporter Bob Pisani predicted that early Wednesday morning, saying it was getting harder for Nvidia to impress Wall Street as better-than-expected results dwindled. Profit and revenue more than doubled from a year ago, beating Wall Street expectations. Still, Nvidia shares fell in after-hours trading. Nvidia is down about 11% from its June high.
• Salesforce rose 4% in after-hours trading. The company beat expectations in its second-quarter earnings and raised guidance. Ever-optimistic CEO Marc Benioff, speaking exclusively to CNBC's Jim Cramer tonight, said, “We're finally able to really show how companies can leverage AI. It's amazing what's happening now.” He cited several customers using Salesforce's new Agentforce technology, including OpenTable and Wyndham Hotels. The company's shares are up 19% from their March 1 high.
• Crowdstrike The company's shares are down more than 2% after reporting earnings this afternoon. Although second-quarter results beat expectations, the cybersecurity giant lowered its earnings outlook. The company's stock remains on edge after a major IT outage in July. CEO George Kurtz will join Jim Cramer on “Mad Money” at 6 p.m. ET on Thursday. The company's shares are down 33% from their July high.

• Seema Modi of CNBC TV looks at this.
• Intel The stock price fell 4.5% over three days.
• In August, Intel fell 36%.
• The company's shares are now up 62% from their high on December 27th.

• Tom Rotunno, a stock analyst at CNBC Walgreens on wednesday.
• The stock hit a new 52-week low, closing at $9.38, down 0.74% during the trading session.
• The Relative Strength Index (RSI) indicates that the stock is “oversold” at 29. A reading below 30 indicates that the stock may be oversold, but that losses will not be recouped for sure.
• The last time the stock price was this low was in October 1996, a long time ago, when “The Macarena” was at the top of the charts. Billboard Hot 100.
• It's been almost a year since CEO Roz Brewer stepped down.
• The stock price will fall about 64% in 2024.
• Four of 20 analysts rate the stock as a buy or overweight, 12 rate it a hold and four rate it a sell or underweight, according to FactSet.
• Competitors About CVs CVS has fallen 27% this year. 12 analysts have rated the stock as a buy or overweight, while 15 have rated it as a hold. There are no sell recommendations for the stock. CVS is down 31% from its 52-week high.

• A slew of quarterly reports are due to be filed by retailers on Thursday.
• American Eagle It's down 9% over the past three months, and shares are down 18% from their March highs.
• Best Buy It's up 21% in three months, and the stock is up 6.3% from its June high.
• Burlington Store It's up 36% over the past three months. The stock is down 2.6% from Tuesday's high.
• Dollar General It's down 13% over the past three months, and shares are down 26% from their March highs.
• gap It's up 10% in three months, and the stock is up 27% from its June high.
• Lululemon It's down 12% in three months and 50% from its high in late December.
• Ulta Beauty It has fallen 3.75% over the three months and is down 36% from its March high.

• Fast Money traders weighed in on Wednesday night, with Guy Adami leading the charge, saying “gold has decoupled from bitcoin.”
• For some time now, many have said that the two assets share similar characteristics and benefits for investors and holders.
• gold It increased by 7% in one month.
• Bitcoin It's down 13% in one month.