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 during Wednesday’s volatile trading, and what’s on the radar for the next session. A Coke, a smile, a president and a possible controversy President Donald Trump wants Coca-Cola to start using cane sugar in its beverages. Coke produced in the U.S. market usually uses corn syrup as a sweetener. I think the actual formula is a secret, right? On Wednesday evening, the president wrote on Truth Social : “This will be a very good move by them—You’ll see. It’s just better!” The company reportedly said, “More details on new innovative offerings within our Coca-Cola product range will be shared soon.” The stock is flat after hours. Coca-Cola is down 7% from the April 22 high. Year to date, the stock is up 11%. KO YTD mountain Coca-Cola in 2025 PepsiCo The beverage and snacking company will report on Thursday morning. PepsiCo shares are down 3% in three months. The stock is down about 11% year to date — the exact opposite of Coke. GE Aerospace The industrial giant is slated to report quarterly earnings Thursday. The results will be featured on ” Squawk Box ” with Becky Quick, Andrew Ross Sorkin and Joe Kernen. Coverage starts at 6 a.m. ET. GE Aerospace has gained about 46% over the past three months. The stock hit a new high Wednesday. It is up 6% in a week. CEO Larry Culp will be on “Squawk Box” at 6:45 a.m. GE 3M mountain GE Aerospace in the past three months United Airlines CEO Scott Kirby will also be on “Squawk Box” with airline reporter Phil LeBeau. The company reported on Wednesday afternoon. United Airlines beat expectations on earnings per share, but fell slightly short on revenue. Revenue rose 1.7% from the year-ago period. Domestic passenger revenue per seat mile was down 7% year over year. The stock is down slightly after hours but still up about 12% in a month. Netflix The streaming giant will report on Thursday after the bell. Netflix is 7% from the June 30 high. Shares have gained 30% over the past three months. NFLX 3M mountain Netflix over the past three months Homebuilder sentiment Numbers come out at 10 a.m. CNBC’s Diana Olick will have them live. The SPDR S & P Homebuilders ETF (XHB) is down 20% since the November high. Every stock in the sector is down this week except for Johnson Controls . In July, TopBuild is the best performer in the sector: up about 11%. It’s followed by Builders FirstSource and Dream Finders , both up around 7%. Advanced Drainage , Home Depot and Lowe’s are at the bottom of the pile. Two big follows Thursday MP Materials : We’ll keep watching this stock after it fell more than 4% in after-hours trading. Apple signed a deal with the rare earths miner this week. The stock has gained about 95% over the past five trading days. The Defense Department agreed to buy an equity stake in the company last week. Sarepta Therapeutics : The biotech is up more than 30% after hours. It is cutting more than a third of its workforce and also will include a black-box warning for acute liver injury and acute liver failure on its Elevidys drug label. MP 5D mountain MP Materials in the past five trading days Pizza, burgers and the quote of the day Jim Cramer was asked about Papa John’s on “Mad Money” Wednesday night. He said, “I’m all about fitness and fittin’ this pizza into my mouth.” But he’s not a buyer of the stock, saying he needs more time to see Papa John’s executive team in action. The stock is off 27% from the November high. Shares are down about 10% in July. Cramer also weighed on Wendy’s . He said he “likes the burgers but not the stock.” Shares are off 50% from the November high. On Cheesecake Factory , Cramer said to wait a month and call back. The stock is down about 3% in a week, and it’s down 5.5% from the early July high.
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