CNBC spotlights CEOs and retail stocks likely to move U.S. markets Wednesday

Traders Union
All News
Financial News
CEOs & retail stocks to watch

Highlights

IonQ, Martin Marietta, Wells Fargo, and AT&T CEOs are set to make market-moving appearances Wednesday amid notable YTD share volatility and recent rebounds.
Chewy is up 15% over three months but remains 46% below last September’s high, while Signet Jewelers lags 25% below its October 2025 high.
Marvell Technology expects $15–16 billion in data center revenue next year; Marvell shares are up 6.5% in September but down 31% from mid-June high.

Executive appearances and trading catalysts

As reported by CNBC, Wednesday's market agenda includes a series of live interviews and conference appearances that traders are monitoring for signals on company strategy, sector demand and share momentum.

Morgan Brennan is set to speak live in the 5 a.m. ET hour with IonQ CEO Niccolo de Masi and Martin Marietta CEO C. Howard Nye on “Morning Call.” IonQ shares are 52% below their October 2025 high, though the stock is up 7% over the past week. Martin Marietta shares are down 28% from their February high and are off about 18% in 2026.

Later in the session, Wells Fargo CEO Charlie Scharf is scheduled to appear live at 10 a.m. with David Faber, Sara Eisen and Carl Quintanilla while attending a major health care conference in Boston. Wells Fargo shares are 10% below their January high, but the stock is up almost 2% so far in September.

AT&T CEO John Stankey is also due to speak at Goldman Sachs's Communacopia and Technology Conference in San Francisco. AT&T shares are down 14% from the high reached last September, while the stock is up 7.6% over the past month.

Retail and chip names remain in focus

Chewy and Signet Jewelers are among the companies on the premarket watch list. Chewy is up 15% over three months but remains 46% below last September's high, while Signet Jewelers is down 2% over three months and 25% below its October 2025 high.

Lululemon is also drawing attention after Jim Cramer tells a caller to avoid the stock, saying the retailer is not executing well enough despite its strong brand position. Lululemon shares are down 55% from the high reached last December and have fallen about 20% in the past month.

In semiconductors, Marvell Technology remains in focus after CEO Matt Murphy says in an exclusive interview that the company is firing on all cylinders and expects to reach $15 billion to $16 billion in data center revenue next year. Marvell shares are up 6.5% so far in September, although the stock is still down 31% from its mid-June high.

Wall Street analyst rating changes and initiations were in focus in our earlier coverage, as firms adjusted their views across major U.S. stocks and several niche names tied to growth, margins and event-driven catalysts. The roundup highlighted bullish takes on AI- and data-center-linked plays, alongside notable calls in industrials and consumer names, giving investors a snapshot of where upside and risks were building.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.