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 TV producers were watching as the S&P 500 broke new records, and what they’re watching for next session. Apple stock has been on a winning streak for nine weeks. CNBC’s Carl Quintanilla highlighted that on “Squawk on the Street” Thursday morning. Stock prices have continued to trend at a positive pace this week. The stock price has risen more than 15% in the past month. Since March 16th, the stock price has increased about 24%. Stock prices hit another all-time high this week. AAPL Apple stock price hits 1 million last month Dell’s big jump As you read this column, you’ll see that Snowflake rose about 35% in after-hours trading on Wednesday night. On Thursday night, Del stole the show. Shares are up nearly 40% after hours. Dell beat profit estimates in its announcement Thursday night. The company reported 88% year-over-year revenue growth. Counting after-hours movements, the stock is up 111% over the past month. The stock traded at around $437 overnight. Johnson & Johnson CEO Joaquin Duato will join the Squawk Box team (Becky Quick, Joe Kernen and Andrew Ross Sorkin) on Friday morning ahead of the start of the American Society of Clinical Oncology’s annual meeting, which is scheduled to begin that day in Chicago. Johnson & Johnson is down 8% from its March high. The stock price has increased 11.5% in the past six months. JNJ 6 Million Mountains Over the Past 6 Months Johnson & Johnson’s Semi Is in Full Power Mode CNBC TV’s Cristina Persineveros looks at the top movers in semiconductor stocks. The VanEck Semiconductor ETF (SMH) rose 18% in May. It has risen 47% in the past three months. Astera Labs was the ETF’s best-performing stock, rising nearly 80% in May. Micron rose 78% in May. Arm Holdings rose 59% in May. Intel rose about 28% in May. Nvidia rose 7% in May. Software Stocks The “Fast Money” team led this hour with software moves. The iShares Expanded Technology Software Sector ETF (IGV) rose 14% in May. The ETF is down 19% from its September high. IGV 1M Mountain Last Month’s iShares Expanded Technology Software Sector ETF (IGV) Nike This stock rose on Thursday, gaining 3%. The stock rose nearly 7% in May. However, Nike stock is down 40% from its August 2025 high. This is the Dow’s second-worst performance so far in 2026, and also the Dow’s worst performance in the last three months. Buckle The retailer, which has stores in more than 40 states, including Ridgedale Center in Minnetonka, Minn., reported before the bell Friday morning. The stock price has fallen 5.7% in the past three months. Buckle is down 18% from its September high. It will be interesting to hear what executives have to say about the impact of rising fuel prices and inflation on Buckle’s consumer spending. 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.
