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 as traders pumped the brakes on the AI trade, and what’s on the radar for the next session. The Nasdaq-100 The index is down 3.07% week to date. The Nasdaq-100 is still up 18% so far this year. .NDX 5D mountain Nasdaq-100 in the past five trading days South Korea The iShares MSCI South Korea ETF (EWY) , which is heavily weighted in technology, is down about 12% week to date. It is off 29% from the June high. The Dow and the NYSE Composite The Dow Jones Industrial Average is up 1% this week. It is up 8.6% year to date. The NYSE Composite is up 0.5% this week. It is up 9.4% this year. Jim Cramer calls it part of the “diversification bonanza,” a time when you remember why you bought stocks like Kimberly-Clark , Nike and Coca-Cola . Nike and Kimberly-Clark are up 6.6% and 7% this week. KMB 5D mountain Kimberly-Clark in the past five trading days Have a Coke, a smile and a new high The stock is up almost 7% so far in October. Coca-Cola is up 31% so far this year. It is a member of the S & P Consumer Staples, which is the hottest sector of the week: up 3.7% and now 3.3% away from the February high. Apple Pre-orders for the new foldable phone start Friday. The stock is up 1.6% in four days. Apple is up almost 26% in 2026. Shares are off 1.77% from Tuesday’s high. AAPL YTD mountain Apple shares in 2026 Schwab and Mad Money’s Jim Cramer “Every time Wall Street counts Charles Schwab out, it has proven to be a great buying opportunity,” Cramer said. He’s recommending the stock now. Jim Cramer gave a master class on analyzing a stock Thursday night on ” Mad Money ,” looking deep at Charles Schwab’s numbers after this morning’s earnings report. Less than 15 times this year’s earnings estimates and 12 times next year’s forecasted numbers. Shares are down 5.8% this year, and it is off 18% from the August high. Core net new assets were up 38% in the quarter. Cramer said that’s the number to watch. CEO Rick Wurster will be on “Squawk Box” in the 7 a.m. hour ET Friday. Big reports Friday morning on ‘Squawk Box’ with Becky Quick, Joe Kernen and Andrew Ross Sorkin Travelers is up 16% in three months. Shares are down 3.7% from the July high. M & T Bank is down 12% in three months. The stock is off 15.5% from the August high. Citizens Financial is down almost 11% in three months. It’s down 16% from the August high. Regions Financial is down 13% in three months. Shares are off 16% from the July high. Truist is down 12% in three months. The stock is down 17% from the February high. El Niño, ‘Morning Call’ and Morgan Brennan Morgan Brennan highlighted on Thursday a key note on how the weather pattern will impact commodities. The note says sugar will be affected. It is up 46% since June 2, the day weather experts say the El Niño season began. Copper will be affected. It is up 10% since June 2. Wheat will be impacted. It is flat since June 2. There’s also shipping and insurance. More on all that on “Morning Call” at 5 a.m. in the days ahead.
Friday’s big stock stories: What’s likely to move the market in the next trading session
Oct 16, 2026
