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. As the Nasdaq Composite Index records its worst day since June, here’s what CNBC TV producers were watching and what they’re eyeing next. Apple’s new high Apple stock hit a new high on Thursday, closing at $348.22. Eagle-eyed executive producer Todd Bonin pointed out that the company is very close to overtaking Nvidia as the market capitalization leader. On Friday, CNBC’s Mackenzie Sigalos reports live as Apple fans begin lining up for the new $2,000 iPhone Duo, with online orders continuing for months. Probably better than stretching all night on Fifth Avenue, but that’s just one guy’s humble opinion. Apple is up 28% since the beginning of the year. AAPL YTD Mountain 2026 Apple American Express The company will report its quarterly results on Friday morning. American Express has fallen more than 6% in three months. The stock is down 16% from its December high. Don’t leave the house without watching “Squawk Box,” starring Becky Quick, Joe Kernen, and Andrew Ross Sorkin. Details will be broadcast live from Times Square on Friday morning. Western Digital The company’s first-quarter results beat expectations due to data storage demand and favorable pricing. Western Digital fell 5% in after-hours. Investors weren’t in a good mood Thursday night after the Nasdaq 100 Index fell 2.9% in regular trading. The VanEck Semiconductor ETF (SMH) fell like a rock, dropping about 6%. Western DIGITAL fell 22% in October. WDC Million Mountain Western Digital Cyber Concerns Over the Past Month The Amplify Cybersecurity ETF (HACK) bucked the technology downtrend and closed up 0.4% on new reports of security vulnerabilities in the code that powers most websites. Check Point rose about 6%. Palo Alto Networks rose 2.2%. Korea The iShares MSCI Korea ETF (EWY) fell nearly 5% on Thursday. The ETF has a heavy weight in the country’s semiconductor and high-tech sectors. It is down 32.5% from June’s high. South Korea’s Deputy Prime Minister and Minister of Finance and Economy Lee Hyun-il told CNBC Asia this week that he expects demand for semiconductors to continue surging into next year. We’ll tell you more this Friday on Morgan Brennan’s 5 a.m. Morning Call. It’s worth waking up. Insurance stocks hit new highs MetLife hit an all-time high. The stock rose about 10% in October and is up almost 35% in six months. Marsh and McLennan hit 52-week highs. The stock is up 5.8% since the beginning of the week and is up nearly 17% in October. The S&P Insurance industry is down less than 1% from its 52-week high. It rose 12% in October. Fannie and Freddie After CNBC’s Sarah Eisen interviews Bill Ackman on Thursday, we’ll be keeping a close eye on both of these stocks on Friday. Fannie Mae and Freddie Mac stocks moved after Ackman said he believed the companies could be taken out of government control by the end of the Trump administration. That’s what the president was talking about before he was re-elected. The Federal Home Loan Mortgage Corporation, known as Freddie Mac, rose nearly 15% Thursday. Fannie Mae (Federal Home Mortgage Association) rose 12.6% after Ackman’s comments. However, both companies’ stock prices have fallen 70% from their peaks.
