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 had their eye on and what they’re looking for in the upcoming session. Record winning streak in jeopardy The S&P 500 index fell on Wednesday, putting its nine-week winning streak in jeopardy. Still, if the index ends higher this week, it would mark its 10th consecutive week of gains. This is the longest winning streak since 1985. Apple’s winning streak is also on the rise. The company’s stock has entered this week at a positive pace for 11 consecutive weeks, the longest weekly winning streak since November 2004. Broadcom hasn’t lived up to the hype. Broadcom shares fell in after-hours trading following mixed quarterly results. Despite Broadcom’s missed revenue, Bernstein analyst Stacy Rasgon remains bullish on Broadcom stock in “Closing Bell: Overtime.” AVGO 5D Mountain AVGO Falls Semiconductors set Nvidia back Speaking of chips, a surprising statistic shows how far behind the broader semiconductor bull market Nvidia is. Over the past 60 trading days, the iShares Semiconductor ETF (SOXX) is up over 82%, while Nvidia is up just 16%. The roughly 65 percentage point difference between SOXX and Nvidia is the largest underperformance in the past 60 days, according to CNBC’s Nick Wells. Nvidia ranks as the second-worst performing ETF over this period. Private equity stocks fell after PE firm Pain Partners Group reportedly placed limits on investor withdrawals from one of its funds. Shares of KKR, Blackstone, Carlyle Group and Blue Owl closed firmly in the red today. The group has lost more than a quarter of its market value this year. Nuclear stocks lose momentum Nuclear stocks gave up most of Tuesday’s gains. Constellation Energy, Okro and NuScale Power soared after U.S. energy regulators granted a waiver that could speed up the restart of Three Mile Island. A nuclear power plant in Pennsylvania is being brought back online to help power Microsoft data centers in the region. Are you still watching? Netflix stock continued its recent slide. According to Nick, the stock has lost eight straight, the longest losing streak since 2022. If it drops further tomorrow, it would be Netflix’s longest losing streak since 2019. The stock has fallen in nine of the past 10 months, wiping out about a third of the company’s market capitalization. The decline comes more than three months after Netflix abandoned its pursuit of Warner Bros. Discovery. Lowdown on NFLX 1M Mountain NFLX 1-mo LULU Lululemon will report earnings after the closing bell tomorrow. This year has been a tough year for stock prices, with stock prices down nearly 40%. Lululemon is also coming off three straight months of losses, its longest monthly decline in more than a year. According to FactSet, 85% of analysts covering the stock maintain an affirmative rating on the stock.
