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 and what’s on the radar for the next session. All times are ET. Nvidia The New York Times reported that CEO Jensen Huang had an extramarital affair with an employee, and The Wall Street Journal reported that the Nvidia board is gearing up to oust him. Shares are down 8% in extended trading. Including the drop in extended trading, shares are down 20% in the past week. Shares are now down 30% from the Oct. 6 high. They were up almost 3% in Wednesday’s regular session — and then this news broke. The first reaction from Jim Cramer on “Mad Money” Wednesday night: He said he’s been “shaken” by the news. He is advising investors “to stay diversified, but giving up on the data centers entirely may cause you to miss a good amount of upside.” NVDA 5D mountain Nvidia in the past week Nebius This neoclouder reports before the bell live on ” Squawk Box ” at 7 a.m. The “Squawk Box” team will get instant analysis. Nebius has become a battleground stock and a real attraction for retail investors. The stock is down 50% from the June high after Wednesday’s big 15% jump. Apple The stock hit a new high on Wednesday. Apple shares are now up 46% from the 52-week low reached in January. CNBC’s MacKenzie Sigalos is reporting the fundamentals are holding up, and Chinese regulators just gave approval for Apple Intelligence in iPads and Macs. Data from UBS shows wait times for the foldable iPhone Duo are getting longer. Sigalos also noting the stock now trades at 39 times earnings. It is also above the average price target from the analyst community. AAPL 3M mountain Apple in the past three months After the bell Cisco Systems will report. The stock is down 16% in three months, and it’s off 23% from the June high. Applied Materials will report. The stock is down almost 25% in three months. Shares are down 46% from the June high. Shares were up 6% Wednesday. Cerebras reports. Shares are down 57% in three months. The stock is down 74% from the May high, but it was up nearly 8% Wednesday. There’s a lot of Big Tech in this note… Let’s go to high fashion as Burberry reports Thursday morning. The stock is down 28% from the January high.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
Nov 12, 2026
