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Here's what CNBC TV's producers were watching as the major averages jumped to fresh all-time highs, and what's on the radar for the next session.

The Trump rally

• If you missed it the Russell 2000 picked up 5.84% on Wednesday, hitting a new 52-week high.
• The Dow Jones Industrial Average was up 3.57%, hitting a fresh all-time high.
• The Nasdaq Composite was up 2.95% Wednesday, posting a new record.
• The S&P 500 was up 2.53%, also hitting a new high
• We'll follow these market stories closely to see if the move higher can continue.

Sector check

• Financials were the biggest sector mover Wednesday, up 6.16%, hitting a new high.
• Industrials were up 3.93% Wednesday, hitting a new high.
• Energy was up 3.54% in the session. It's now 4.28% from the April high.
• Real Estate fell 2.64% during trading. It's now 5.6% from the high. 
• Consumer Staples fell 1.5%. The sector is 5.76% from the September high.
• Utilities fell 1%. It's now 5.72% from the mid-October high.
• Duke Energy reports Thursday morning. The stock is flat over the past three months, and it is 6.3% from the October high.

The transports

• The SPDR S&P Transportation ETF (XTN) was up 6.6% Wednesday.
• It hit a new high.
• ArcBest was the best performer of the bunch on Wednesday, up 16%.
• Saia was up 13.4% in the session.
• RXO jumped 13% during trading.
• Other big gainers include Norfolk Southern, up nearly 10% on the day, and XPO, up 9.8%. CSX was up 8.4% Wednesday.

Mortgage rates

• CNBC TV's Diana Olick will be tracking the numbers.
• The 10-year Treasury note yield rose to 4.43% Wednesday.
• The SPDR S&P Homebuilders ETF (XHB) is up more than 2% so far this week.
• Lennar fell 4.8% in the session. The stock is 13% from the September high.
• D.R. Horton dropped 3.8% Wednesday. The stock is 16.6% from the 52-week high.
• PulteGroup fell 3% during the day. The stock is 13.6% from the October high.
• KB Home fell 2.6%. The stock is 11% from the September high.
• Taylor Morrison dropped 1.44% Wednesday. The stock is 1.8% from the September high.

Lyft

• The ride-sharing company reported Wednesday afternoon.
• CEO David Risher will be on "Squawk Box" in the 8 a.m. hour, Eastern.
• The stock is 31% higher over the past three months.
• Lyft is still 30% from the March high.

Arm Holdings

• The new chipmaker on the block, relatively speaking, reported quarterly earnings Wednesday afternoon.
• CEO Rene Haas will be on CNBC TV in the 10 a.m. hour.
• Arm is up roughly 28% in the past three months
• The stock is 23% from the July high.

Hershey

• The chocolate company is down 11% over the past three months.
• Hershey is 16.6% from the May high.

Carlyle Group

• The global investment firm is up about 38% in the past three months.
• Carlyle hit a new high Wednesday.

Datadog

• The cloud company reports Thursday before the bell.
• The stock is up around 22% in the past three months.
• Datadog is 7.4% from the February high.

Cloudflare

• The company reports Thursday after the bell.
• Cloudflare is up 21% in three months.
• The stock is 20% from the February high.