Stocks @ Night is a daily newsletter delivered after hours, giving you the first information about tomorrow and the last information about today. Sign up for free to receive it straight to your inbox. Here’s what CNBC television producers were looking at Thursday and what they’re looking at for Friday’s session. Financials and Industrials Both S&P sectors hit 52-week highs on Thursday. The financial industry is up 13% in 2025. Industrials is up 19% in 2025. For comparison, the S&P 500 is up 17% year-to-date. The top industry so far this year is GE Vernova, up 114%. Howmet Aerospace, up nearly 80%. GE Aerospace increased 73%. Honeywell, ADP and Old Dominion Freight are all down about 10% this year, placing them at the bottom of the list. Top financials are up 230% on Robinhood. Goldman Sachs, up 59%. Citigroup also rose 59%. MSCI, Apollo Global and Everest Group are all at the bottom of the list, down about 10%. Russell Small-cap stocks are leading the pack this week, up 2.7%. Russell rose 5.4% in one month. The Nasdaq 100 is flat so far this week, up 0.6% for the month. The Dow Jones Industrial Average is up 1.5% so far this week and 1.6% for the month. The S&P is up 0.5% so far this week and 0.8% for the month. .RUT 1M Mountain Russell 2000 Materials for the Past Month This has been the top sector so far this week, up 2.25%. The sector was the second-worst of the S&P’s 11 sectors over the past three months, down 3.5%. It is up 3.5% from September’s high. Lululemon CEO Calvin McDonald will leave the yoga studio on January 31st. This comes after Chip Wilson, Lululemon’s founder and largest shareholder, said it was time to get off the mat. Lululemon stock is in decline. That’s 56% from January’s high. However, after-hours stock prices are in Warrior 1 mode, up more than 10% in after-hours trading. Watch the sunrise Friday morning and follow stocks on the Worldwide Exchange with CNBC’s Frank Holland starting at 5 a.m. ET. LULU YTD Mountain Lululemon Stock Price Year-to-date Starbucks On Friday, CNBC’s Kate Rogers reports on the month-old barista strike. 145 stores were affected and 3,000 employees lost their jobs. Starbucks stock has fallen 2% in the last month. The stock is down 25% from its March high. Broadcom The chipmaker’s stock price has been volatile following this evening’s earnings report. The stock price has recently fallen about 5%. Broadcom posted better-than-expected revenue and revenue. CEO Hock Tan offered a positive outlook, saying in an earnings call that AI chip sales are expected to double in the first quarter. The stock hit a new high on Wednesday, but fell 2% on Thursday. Broadcom is up 15% for the month and 122% for the year. AVGO YTD Mountain Broadcom stock from the beginning of the year to the present. Remaining Chips The VanEck Semiconductor ETF (SMH) is up 5.3% so far in December. The ETF is up 53% year to date in 2025. Airlines hit a new all-time high for the S&P Airlines industry on Thursday. It rose 5% in four days. So far in December, the airline is up 10%. Southwest is up 7.6% so far this week. Delta Air Lines rose 5.2% this week. United Airlines is up 3.3% so far this week.
