Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching on Tuesday and what’s on the radar for Wednesday’s session. Stocks climb ahead of shutdown deadline The Dow Jones Industrial Average closed at a record high as investors moved past worries of a potential government shutdown . It is up 9% so far this year. Pfizer was the biggest gainer in the S & P 500 — posting its best day since 2021. President Donald Trump announced an agreement with Pfizer to voluntarily sell its medications for less. Another record for Nvidia The world’s most valuable company became the first to cross a $4.5 trillion market cap. For context, that number is larger than the combined value of the next 4 biggest chip stocks: Broadcom ($1.56 trillion), Taiwan Semiconductor ($1.45 tillion), ASML ($375.76 billion) and Advanced Micro Devices ($262.56 billion). Nvidia closed out its fifth positive month in the last six. NVDA 1Y mountain Nvidia stock performance over the past year. Shocking stake Lithium Americas popped 35% in extended trading after Energy Secretary Chris Wright said the U.S. will take an equity stake in the company . Last week, the stock surged more than 90% on reports this would happen. At the end of three quarters The S & P is up 13.7% year to date. The Nasdaq and Nasdaq 100 are both up 17%. The Russell 2000 is up 9.3% year to date. The third quarter was its strongest since late 2023. The NYSE Composite is up 13%. Communication services is the top performing S & P sector, up 23.7%. Tech is second, up 21.75%. Health care is the worst of the 11 sectors, up 1%. Consumer staples is up just 2% in 2025. Trading platform Robinhood is the top performing S & P stock so far this year, up 284%. Seagate Technology is second. It’s up 173%. Western Digital is third, with a 166% gain. Palantir is up 141% so far this year. Newmont ranks fifth, up 126% in 2025. Q3 standouts Applovin led the S & P 500, doubling in value over the past three months. FactSet Research Systems logged its worst quarter ever. APP YTD mountain Applovin’s stock performance year to date Nike beats on earnings Sales rose year over year, defying Nike’s own forecast for a mid-single-digit drop. Nike shares are up about 4% in extended trading. The stock is aiming to break a five-week losing streak. Shares are on track to post a fourth consecutive down year. Agriculture in the USA Conagra and Cal-Maine Foods both report earnings Wednesday morning on “Squawk Box.” Watch for results as Becky Quick, Joe Kernen and Andrew Ross Sorkin will have the numbers and the stock reaction. Conagra shares are down 10.6% since last reporting. The stock is 44% from its October 2024 high. The maker of Slim Jim and Reddi Wip is on track for a record third straight year of losses. Cal-Maine is down 5.5% since last reporting three months. The stock is 25% from its July high. The egg producing giant looks poised to end a three-year winning streak. According to IBISWorld, a company that analyzes industry level data, egg prices are expected to decrease over the coming years due to increased production. Neptune The flood insurance provider based in St. Petersburg, Florida, will start trading on the NYSE tomorrow. Today a few other insurance stocks hit all time highs. WR Berkley is up nearly 7% in the last month; the stock is up 31% in 2025. Willis Towers Watson is up almost 6% in a month; 10% so far in 2025. The WOLF of Wall Street Wolfspeed shares have surged more than 2,200% this week — trading at their highest level since June 2024. The chipmaker emerged from Chapter 11, reducing its debt load by roughly 70% through restructuring. GE history Seven years ago Wednesday, Larry Culp became CEO of General Electric. At the time, he was the first outsider to lead the company in 126 years. Last year, GE completed its breakup into three independent companies: GE Healthcare , GE Vernova , and GE Aerospace (led by Culp). Since the spinoff, GE Aerospace shares have climbed 115%. GE 3M mountain GE Aerospace stock over the past three months.
