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 forward to in the upcoming session. All times are ET. Nvidia The New York Times reported that CEO Jensen Huang had an affair with an employee, and the Wall Street Journal reported that Nvidia’s board is preparing to fire him. Shares fell 8% in extended trading. The stock has fallen 20% over the past week, including a decline in after-hours trading. The stock is currently down 30% from its October 6th high. It was up nearly 3% in regular trading on Wednesday — and then the news broke. Jim Cramer’s initial reaction on Wednesday night’s “Mad Money”: He said he was “upset” by the news. He advises investors: “It seems like staying diversified, but you could be missing out on significant upside if you give up on data centers completely.” NVDA 5D Mountain Nvidia Nebius Over the Past Week This neocloud reports before the live bell rings on the “Squawk Box” at 7am. The “Squawk Box” team gets instant analysis. Nevius has become a hotly contested stock, making it a big draw for individual investors. After Wednesday’s massive 15% rally, the stock is down 50% from its June high. Apple stock hit a new high on Wednesday. Apple stock is currently up 46% from its 52-week low in January. CNBC’s Mackenzie Sigalos reports that fundamentals hold and Chinese regulators have given approval for Apple Intelligence on iPads and Macs. Data from UBS shows longer wait times for the foldable iPhone Duo. Cigarros also noted that the stock currently trades at a P/E ratio of 39 times. It also exceeds the average price target of the analyst community. AAPL 3M Mountain Apple After Bell for the past 3 months, Cisco Systems reports. The stock is down 16% in three months and 23% from its June high. Applied Materials reports. The stock price has fallen about 25% in three months. The stock is down 46% from its June high. The stock rose 6% on Wednesday. Celebras reported. The stock price fell 57% in three months. The stock is down 74% from its May high, but was up nearly 8% on Wednesday. There’s a lot of Big Tech on this note…go high fashion, as Burberry reports Thursday morning. The stock is down 28% from its January high.
