The Thursday after-hours calendar has a few notable names across semiconductors, financials, and industrials. While the earlier sessions this week gave us a taste of the bank earnings, tonight we get a look at credit card spending, the industrial economy via rails, and the latest chapter in the Intel saga.
Here is what’s on the radar for the after-market session on Thursday
Intel (INTC)
All eyes will be on the state-sponsored chipmaker as they released Q4 numbers. The street has been laser-focused on the foundry business and margin compression for the better part of two years.
Guidance is everything here as the near-term numbers won’t justify the big rally in shares so far this year (+40%). Traders will be parsing the commentary on PC client recovery and any updates on the data center market share vs. AMD/NVIDIA.
Expect a big equity move post-market.
Capital One (COF)
Capital One reports after the close and it serves as a massive proxy for the US consumer wallet.
Keep an eye on provisions for credit losses and delinquency rates. With the macro picture shifting, any tick up in charge-offs will be read as a warning sign for the broader retail sector. So far in earnings season there haven’t been any red flags from banks.
Intuitive Surgical (ISRG)
Intuitive Surgical is often a quiet mover that sets the tone for the med-tech space. In today’s GDP report, healthcare spending continued to drive growth and it’s a reminder that the US is aging and spending more every year on healthcare.
Alcoa (AA) & CSX Corp (CSX)
A double dose of economic bellwethers today.
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Alcoa (AA): The aluminum giant kicks off the commodities chatter. It’s had a nice run lately as Trump’s tariffs put a squeeze on the aluminum market. Margins here will tell us a lot about global industrial demand and energy input costs. The company is usually candid about macro demand is is one of my favorite indicators, though less so in a world that’s clouded by tariffs.
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CSX Corp (CSX): Look for commentary from the railroad on intermodal volumes and shipping demand. If CSX is seeing a slowdown, it’s a red flag for Q1 GDP but so far in the quarter, the commentary from freight companies has been good. I’d see this part of the economy as more of an upside risk in 2026 than downside.
The Rest
Other notable names reporting after the bell:
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Regional & Niche Banks: East West Bank (EWBC), Associated Bank (ASB), Customers Bank (CUBI), and Byline Bank (BY). Note that regional banks had a nice move higher yesterday.
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Travel: Alaska Airlines (ALK) – Watch for fuel cost impacts and booking guidance for the spring season. The company will also be talking M&A.
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Tech/Semi Equipment: ACM Research (ACMR)
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Others: Woodward (WWD), Columbia Banking System (COLB)
This article was written by Adam Button at investinglive.com.