Thursday’s big stock stories: What’s likely to move the market in the next trading session

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Here’s what CNBC TV’s producers were watching as the 30-stock Dow and the S&P 500 posted a third straight losing day, and what’s on the radar for the next session.

• After two big interviews regarding the Boeing strike in two days, CNBC TV’s Phil LeBeau turns his attention to two big airlines.
• He’ll interview Robert Isom, CEO of American Airlines, in the 7 a.m. hour ET and Robert Jordan, CEO of Southwest Airlines, in the 9 a.m. hour.
• American Airlines is up 22% in the past three months. The carrier reports on Thursday morning. American is 20% from the March high.
• Southwest also reports Thursday morning. The stock is up 13% in three months. Southwest is 12.6% from the February high.
• Over the last three months, United Airlines is the leader in the group. Shares are up 52% over that period. The stock hit a high Monday.

• Utilities are the only S&P 500 sector up so far this week: up 0.26%. It is up 17% in three months.
• Four utilities hit new highs Wednesday, including Dominion Energy, DTE Energy, Consolidated Edison and Entergy.
• Entergy is now at an all-time high. The stock is up 5.3% in a month and 24% in three months.
• Consolidated Edison, also hit a new all-time high Wednesday. The stock is up 3% in October, and it has gained 15% in three months.
• DTE is at a 25-month high. The stock is up about 3% in a month, and it’s up 12% in three months.
• Dominion Energy is at a 20-month high. The stock is up 5.4% in October and up 20% in three months.

• In a week full of reports from big industrials, Honeywell is next on the list. The company reports Thursday before the bell.
• The stock is up 1.4% since last reporting three months ago and hit a high Monday. The stock is up 6.6% so far in October.
• The S&P Industrials sector is up 39% in the last year.
• Howmet Aerospace is the top performer, up 136% in the past year. It’s followed by GE Aerospace, up 113%. Axon is up 110% in the last year.
• Paycom, Boeing and UPS are the weakest performers in the industrials in the last year. Paycom is down 36% in the past year, while UPS is down 11%. Boeing is down 13% in a year.

• The real estate investment trust reports Thursday morning.
• The stock is up 24% in the last three months and hit a high Monday.
• Many of the office REITs have had a solid three months.
• Vornado is up 46% in three months. BXP is up nearly 26% in three months, and SL Green is up 20%. Brandywine is up about 12% in that period.
• The S&P Real Estate sector is up 8.5% in three months. It’s 2% from the mid-September high.

• New Jersey’s Valley National Bancorp is up 11.6% over the past three months. It is 19% from the December 2023 high.
• First Citizens BancShares of Raleigh, North Carolina is up 11% in the past three months. It’s 4% from the July high.
• Atlanta’s Ameris Bancorp is up about 3% in three months. It hit a high last week but has fallen 6% since then.
• The SPDR S&P Regional Banking ETF (KRE) is up 1.5% in three months.
• The top performer in the ETF in the last three months is Dime Community Bancshares, and it is up about 22% since then. Hingham Institution for Savings is up 16% in three months, and Texas Capital Bancshares is up 15% in three months.
• At the bottom of the pile: Customers Bancorp, down 27%, and Amerant is down 24%. OFG Bancorp is down 15.5% in three months.