What's On: Jobs Report Preview, Defense and Retail Stocks

Here's what's up on Thursday's Squawk on the Street:

--Full details on those key jobless claims numbers ahead of Friday's even bigger jobs report number. The markets will be moving.

--Defense Secretary Robert Gates is set to announce a round of cuts. But as he's making his decision China is expanding its military, building new stealth fighters and anti-ship missiles that can take out American aircraft carriers hundreds of miles away. We'll look at stocks like Raytheon, Lockheed Martin and Boeing.

--Also on our list Thursday, the stocks that could take market share away from Microsoft, stocks like Apple, Red Hat, Yahoo and Google.

--Plus a bunch of retailers reporting chain store sales like Wal-Mart and Macy's.

--The Street Poll asks if you think the jobless rate, which stands at 9.8 percent, will go up or down Friday. Share your opinion, and watch Squawk on the Street, starting at 9a ET.