Thursday’s Market Watch: Key Stocks Poised to Move the Next Session

Shake Shack is set to appear on CNBC’s “Squawk Box.” Shares have climbed roughly 10% over the past three months but remain 32% below the February high.

Several companies are scheduled to report after the bell. Affirm is down 3% over three months and 16% off its August high; CEO Max Levchin will join Jim Cramer on “Mad Money” Thursday night. Airbnb, up nearly 18% over three months though 9% below its August high, will also see CEO Brian Chesky appear on “Mad Money.” Lyft has gained 12% over three months but is down 26% from a high reached nearly a year ago. Mattel is up about 5% over three months while sitting 30% below its February high.

Qualcomm has inked a deal with SpaceX to provide network technology for Starlink Mobile. CEO Cristiano Amon will appear on CNBC’s “Halftime Report” with Scott Wapner on Thursday in an interview secured by Jon Fortt. The stock rose 5.3% on Wednesday, though it remains 33% below its May high and is up 1% year to date.

Wendy’s is in focus after Nelson Peltz’s Trian Fund Management indicated interest in taking the fast-food chain private. CNBC’s Brandon Gomez will cover the story. Wendy’s shares are down 24% from their November high.

CNBC’s Brian Sullivan is reporting from Rome on Europe’s energy crisis, focusing on stocks involved in transporting natural gas and other energy sources across the Atlantic. EQT Corporation is down 23% from its March high but up 4.7% over the past month. Cheniere is off 12% from last week’s peak yet up 8% monthly. Antero Resources is down 18% from its March high but up nearly 10% in a month. Range Resources is off 8.4% from last week’s high but has surged 36% over the past month. ConocoPhillips is down 11% from last week’s high while gaining 8% in a month. Natural gas itself is up 9% over the past week.

Darden Restaurants and Keurig Dr Pepper hit new highs. Darden, the parent company behind Olive Garden, LongHorn Steakhouse, The Capital Grille, Seasons 52, and Ruth’s Chris Steak House, reached a fresh high Wednesday and is now up 25% in 2026. Keurig Dr Pepper is up 31% so far this year.

Moderna also hit a new high, climbing about 36% over the past month. Investors holding the stock have seen significant gains: shares are up more than 350% in three months, nearly 450% in six months, and almost 1,000% over the past year.

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