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 three major averages saw their worst day since October, and what’s on the radar for the next session. President Donald Trump will be in Davos on Wednesday and speaking at the World Economic Forum annual meeting. He will also be sitting down with our own Joe Kernen in an interview that will air on “The Exchange” at 1 p.m. ET. You can bet Greenland will be a focus. The country is rich in rare earth minerals and many rare earth miners are off to a fast start in 2026: Critical Metals is up 147%. U.S. Antimony is up 85%. Energy Fuels is up 62%. USA Rare Earth is up 61%. MP Materials is up 35%. CRML YTD mountain Critical Metals in 2026 We’ll also get earnings from Johnson & Johnson before the bell. JNJ is up 5% to start the year. As CNBC data man Chris Hayes has been following, it’s been trading at all-time high levels of late, though it did finish down slightly on Tuesday. JNJ is up 12% the last three months and 33% the last six months Joseph Wolk, Johnson & Johnson’s executive vice president and chief financial officer, will be joining ” Squawk on the Street ” for a live interview in the 9 a.m. hour Wednesday. JNJ 3M mountain Johnson & Johnson shares in the past three months Charles Schwab will also be reporting earnings Wednesday morning. SCHW is around 3% off its all-time high of $104.98 hit on Jan. 16. It’s up over 6.5% the last three months and 32% the last 12 months Rick Wurster, Charles Schwab president and CEO will be joining “Money Movers” on Wednesday. SCHW 1Y mountain Charles Schwab shares in the past 12 months Consumer discretionary ended as the second worst performing S & P sector on Tuesday, behind only tech. Still JPMorgan retail analyst Matthew Boss remains confident in the enduring strength of the great American consumer. “I think what you’re seeing is robust spending across the board,” Boss told Scott Wapner of ” Closing Bell .” “I think you’re seeing resilience at the lower income…you’re seeing a selective consumer at the high income…meaning nobody out there is just frivolously spending and that’s benefiting what I would call value retail.” Boss sees a “selective consumer and a concentrated consumer” but warns it’s “not a rising tide” that will lift all retail names. Among the potential opportunities he sees as we move through 2026 and into 2027: TJX Companies : 2% off the all-time high hit Jan. 9 and up about 9% the last three months Ross Stores : Up over 5% YTD and up 20% the last three months Dollar General : Up over 10% YTD and up 38% the last three months Dollar Tree : Up 9% YTD and up 35% the last three months Ollie’s Bargain Outlet : Up 4% YTD and down 5.5% the last three months
