Potential market movers

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Here’s what CNBC television producers were watching as the S&P 500 rose for a fourth straight day, and what to watch in the upcoming session.

Jim Cramer and his friends at “Mad Money” ran through a short list of CEOs whose companies have been performing well this week despite recent stock market weakness. Topping the list is Kroger’s Rodney McMullen, who told CNBC’s Sarah Eisen on Thursday that the company’s strong performance is largely down to its store-level operations and connection with customers. Kroger Kroger is currently engaged in a legal battle with the government over its proposed merger with Albertsons. McMullen also said he has seen a big shift in spending habits at the beginning and end of each month, when customers have more money in their pockets. At the end of the month, they buy more private label items. He said he is seeing similar behavior among middle-class customers. Kroger is up 5.6% in the four days. The stock is up 5.4% from its April high.Amazon CEO Andy Jassy is also on the list. Amazon is up 9% so far this week. The stock is up 7% from its 52-week high hit in July.NVIDIA “We’re at the beginning of a new industrial revolution,” CEO Jensen Huang said of Nvidia’s artificial intelligence efforts in an exclusive interview with CNBC’s Megan Casella outside the White House on Thursday. Nvidia has risen about 16% this week. The stock is up 15% from its June 20 high.Broadcom CEO Hock Tan is also on Cramer’s shortlist. The company’s shares have risen 20% in four days and are up 11% from their June 18 high.

CNBC’s Steve Reisman will provide exclusive data on the state of retailers and the American consumer at 7 a.m. ET. SPDR S&P Retail ETF (XRT) It has fallen 4% in three months. VanEck Retail ETF (RTH) It rose 3.4% in three months.Walmart tops the list, up 20% over the past three months, with shares hitting a 52-week high.Best Buy It’s up 13% in three months, and the stock is up 5.75% from its 52-week high.Lowe’s Up 12% in three months. Up 4% from its March high. At the bottom of the list: Walgreens, Dollar Tree and Bath & Body Works All are down about 40% in the past three months. Dollar General It fell 33% in that period.

On Friday, CNBC’s Seema Modi will cover Intel’s board meeting this week and what the next steps might be for the chipmaker.Intel The stock is up 2.5% this week, but remains up 62% from its 52-week high hit in late December. The stock is down 37% in three months.

Phil LeBeau will continue his reporting on CNBC on Friday.Boeing The stock is up 3.27% so far this week. September has been tough, with the stock down 6.3% and still down 39% from its 52-week high in December.