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 S&P 500 and Nasdaq Composite set new records, here’s what CNBC TV producers were watching and what they’re eyeing to trade next. On a record-breaking day, CNBC’s market coverage resumes at 5 a.m. with Morgan Brennan’s “Wake Up Call.” On Thursday, the S&P 500 closed at an all-time high. It rose 3% in three days. Since the beginning of April, the S&P is up 7.6%. The NASDAQ Composite also hit a new all-time high. The Nasdaq rose nearly 5% in three days. It rose 11.2% in April alone. That’s big. Nasdaq continues to grow for 11 days. Mad Money’s Jim Cramer called this “one of the fastest movements in stock prices in history.” He said he “probably made some easy money” from this run, but isn’t betting on things to turn around anytime soon, assuming his life is relatively stable. .SPX 5D Mountain S&P 500 Index Over the Past 5 Business Days Big Tech and Big Moves Cramer also criticized Microsoft’s 4.6% rise on Wednesday, saying there was “no reason for it…and that’s what rotation is about.” The stock rose 11% in April, but is still down 26% from its high. He also said there was “no reason” for Tesla’s 7.6% rally on Wednesday. Tesla rose 12% in three days. Next was Apple, up 3% during the session. He concluded the segment by saying, “Bottom line: Some crazy rotations are about to happen. I wouldn’t be surprised if pharmaceutical, retail, and healthcare stocks are next.” The remaining major indexes, the Russell 2000, are down about 0.8% from new highs. In April, it rose 8.7%. The Dow Jones Industrial Average has fallen 4% from its peak. The blue-chip index rose 4.6% in April. The NYSE Composite Index rose nearly 4% in April. It is down 2.75% from its high. .DJI 1M Mountain Check out the 30 sectors of the Dow Jones Industrial Average over the past month Real estate, communications services, utilities, materials, high tech, and consumer staples are all within 5% of their highs. The financial sector fell 7.5% from its high. Healthcare fell 7.6% from its high. Consumer staples fell 8% from their highs. Energy is down 11% from its highs. Volatility The CBOE Volatility Index, which some investors refer to as the “fear gauge,” has fallen nearly 30% so far in April. It is linked to S&P 500 Index option activity over the next 30 days. Energy The S&P’s energy sector fell 9% in April. The only other sector that fell in April was consumer staples, which fell just 1%. Almost half of the S&P energy sector fell 10% or more in April, including Occidental, APA, Expand Energy, Exxon Mobil, Texas Pacific Land Corporation, Phillips 66, EQT, Chevron, Devon and Cotera. Brent crude oil futures fell 20% in April. West Texas Intermediate crude oil futures fell 10% in April. Iran announced on Wednesday that it would suspend exports of all petrochemical products “until further notice,” according to Iranian state media. XLE 1M Mountain State Street Energy Select Sector SPDR ETF (XLE) Past Month State Street Energy Select Sector SPDR ETF (XLE) Unemployment Claims Live on ‘Squawk Box’ Get numbers and instant response at 8:30am ET. The Dow Jones Consensus calls for 215,000 claims. Among individuals betting on the prediction market Kalshi.com, 32% believe the number will exceed 215,000. 19% expect that number to exceed 225,000. PepsiCo Reports on ‘Squawk Box’ PepsiCo stock has risen 5.7% over the past three months. The stock is down 10% from its February high. CEO Ramon Laguarta will be appearing live on “Squawk on the Street” starting at 10am. PEP 3M Mountain PepsiCo Stock in the Past 3 Months Netflix reports ‘Closing Bell: Overtime’ at 4pm The streaming giant’s stock has soared 22% in the past 3 months. Netflix is down 20% from its June 2025 high. So far in April, Netflix is up 12%. Who’s bullish on cattle? Live cattle futures are up about 10% in the last month. Cattle futures are hitting new highs this week. Cattle traders are betting on strong demand from U.S. consumers heading into the summer, with herds reportedly thin. Thank you to CNBC data guru Gina Francola for joining us on Wednesday’s Ranch Beat. Markets change and headlines fade, but the fundamental principles of building long-term wealth remain the same. Join us for the third annual CNBC Pro LIVE. Investors from all backgrounds, from financial professionals to individuals, come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you start, you’ll leave with clearer thinking and a stronger strategy. Enter your email address here to get your discount code.
