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 the Dow Industrials broke a four-day win streak and what’s on the radar for the next session. Broadcom after the bell The chip stock hit a new high on Wednesday. It’s only June 4, but shares are already up nearly 8% this month. We will feature Broadcom ‘s results on ” Closing Bell: Overtime ” on Thursday. The show kicks off at 4 p.m. ET. Shares are up about 40% in the past three months. AVGO 3M mountain Broadcom shares in the past three months Hardware CNBC’s ” Mad Money ” host Jim Cramer did a big take on other parts of the tech hardware ecosystem Wednesday night. He compared Hewlett Packard Enterprise and Dell Technologies . Cramer favors Dell, saying that as of now “they’re not in the same league.” HPE is 27% from the January high. Dell is 30% from the high reached last year. Dell is up 19% in a month, while HPE is up about 6%. Palantir CEO Alex Karp in the 10 a.m. hour The Palantir chief will be on ” Squawk on the Street ” with Sara Eisen, Carl Quintanilla and David Faber on Thursday. Palantir hit a record high Tuesday, but shares fell 2.4% on Wednesday. The stock is up 54% in three months. In the past 12 months, it is up 488%. That’s a lot. PLTR 1Y mountain Palantir Technologies in the past 12 months Overseas stocks The following names hit new highs recently. The iShares MSCI Canada ETF (EWC) hit a new high Wednesday. The iShares Core MSCI Europe ETF (IEUR) hit a high Wednesday The iShares Core MSCI Pacific ETF (IPAC) hit a high Monday. The Vanguard FTSE Europe ETF (VGK) hit a high Wednesday. The iShares MSCI United Kingdom ETF (EWU) hit a high Wednesday. Cheers! The iShares MSCI ACWI ex U.S. ETF (ACWX) hit a high Wednesday. The Vanguard Total International Stock ETF (VXUS) hit a high Wednesday. The iShares MSCI Israel ETF (EIS) hit a high Wednesday. Kevin O’Leary’s ALPS O’Shares Europe Quality Dividend ETF Shares (OEUR) hit a high Wednesday. The iShares MSCI Germany ETF (EWG) hit a high Wednesday. The iShares MSCI Singapore ETF (EWS) hit a high Wednesday. CNBC’s Frank Holland and the “Worldwide Exchange” team are great sources to find out how Asia and Europe are trading. The show starts at 5 a.m. on the East Coast. We’ll also get more on Europe from CNBC TV’s Leslie Picker, who happens to be live in Berlin this week. Just for comparison, the S & P 500 is 2.9% from the high. The Nasdaq 100 is 2.3% from the high. The Nasdaq Composite is off 3.7% from its record. The Dow is nearly 6% from the high. The Russell 2000 is almost 15% from the high. Walmart The retail giant’s annual shareholder meeting is up Thursday. Walmart is 5.6% off the February high. WMT 3M mountain Walmart’s shares in the past three months Netflix The stock hit a new high on Wednesday. It hosts its annual shareholder meeting on Thursday. Netflix is up 7.2% in a month. Shares are up 27.5% in three months. Defense and aerospace The iShares US Aerospace & Defense ETF (ITA) hit a new high Wednesday. The ETF is up 11.6% in a month. Thanks to CNBC data man Nick Wells for keeping his eye on the soaring sector. ITA 1M mountain iShares U.S. Aerospace & Defense ETF (ITA) in the past month CoreWeave The stock is up nearly 47% in three days and up 216% in a month. The New Jersey-based cloud company went public on March 28. CNBC senior producer Paul Amin was the first to see the stock is getting so much interest. It was the No. 1 searched ticker on CNBC.com in the last 24 hours. This week, CoreWeave signed a data center deal with Applied Digital . Oil Iran’s Ayatollah Khamenei reportedly said he was against a proposed U.S. nuclear deal in its latest form. West Texas Intermediate futures are up 7.4% in a month, while talks have continued. Brent crude futures are up nearly 6% in a month. These negotiations aren’t the only thing moving oil. The strength of the global economy and proposed production increases and decreases also affect oil prices. In the past year, WTI and Brent are down 14% and 16%, respectively.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
Jun 5, 2025
