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 S & P 500 and Nasdaq Composite posted closing records, and what’s on the radar for the next session. Amazon and four years with Andy Jassy at the top Andy Jassy’s first day as CEO of Amazon was on July 5, 2021. Since then, Amazon is up more than 25%. The S & P 500 tech sector is up 91% in that time frame. The S & P 500 is up 45% over those four years. AMZN 1Y mountain Amazon shares in the past year Searching for Apple Apple was the top tech name on the CNBC.com search list on Wednesday. On Tuesday night in this column, we told you about two technicians on ” Fast Money ” — Carter Worth and Katie Stockton — both saying the stock was due to jump. On Wednesday, an analyst at Jefferies gave a lukewarm upgrade to hold from underperform. The stock was up 2.2% on Wednesday, but it’s still off 18% from the Dec. 26 high. Apple is now the fourth worst performer in the Dow this year. Shares are down 15% in 2025. Vietnam We’ll be watching closely for new trade deals on Thursday after President Donald Trump posted on Truth Social that the U.S. reached a deal with Vietnam that imposes a 20% tariff on its imports and a 40% transshipping levy. This transshipping levy would apply if goods originated outside of Vietnam but were transported there for final shipment to the U.S. It isn’t clear if a deal has been actually signed. The White House said more information on this will come soon. Several big names do a good chunk of business with Vietnam, including companies below. Columbia Sportswear was up 1.5% Wednesday. The stock is down 30% from the high. Crocs was down roughly 0.4% Wednesday. It is off 30% from the high. Deckers Outdoor was up 0.8% in the session. The stock is off 52% from the Jan. 30 high. Lululemon Athletica was up 0.5%. The stock is down 41% from the high. Nike was up 4% Wednesday. The stock is 16% from the September high. On Holding was up 2.9% in the session. The stock is 16% from the high. Skechers advanced 0.2%. The stock is down 20% from the high. Under Armour was up 1.8%. Shares are down 40% from the high. V.F. Corporation was up nearly 2% Wednesday. The stock is off 57% from the January high. Abercrombie & Fitch was up 1.8% in the session. Shares are off 52% from the high reached last July. Gap was up 0.5%. The stock is down 23% from the May high. Thanks to CNBC stock man Tom Rotunno for the deep research on this one. ONON 3M mountain On Holdings in the past three months The banks Morgan Stanley has been up 10 straight days. The stock is up 8% in that time frame. It hit a new high Wednesday. JPMorgan has been up 9 of the last 10 days. The stock is up 6.6% in that time period. It hit a new high during the session. Wells Fargo has also been up 9 of the last 10 days. The stock is up 10.2% over those 10 sessions. It hit a new high Wednesday. CNBC data man Nick Wells also points out the SPDR S & P Bank ETF (KBE) is up three straight days in a row. It is up about 10% in a month and remains 8.6% from the November high. This comes after several big banks hiked their dividends on Tuesday following getting good reports from the Fed on how well they could withstand a downturn. Luxury UBS upgraded the luxury stocks to the equivalent of a hold. U.S.-traded shares of Burberry were up 3.3% Wednesday, hitting a new high. The stock is up about 19% in a week. LVMH was up nearly 4%. It is off 27% from last year’s high. The stock is up about 11% in a week. Shares of Kering traded in Paris were up 3.6% Wednesday. The stock is 40% from the high hit last July. Shares are up roughly 15% in a week. Joby Aviation JoeBen Bevirt, CEO of the e-VTOL company, will be on “Money Movers” in the 11 a.m. ET hour of CNBC on Thursday. Last week, Jim Cramer said he liked Joby . It’s up nearly 20% in the past week. Not bad. CNBC airline reporter Phil LeBeau points out none of these companies including Joby are certified by the Federal Aviation Administration and commercial flights aren’t happening anytime soon. JOBY 5D mountain Joby Aviation in the past five trading days Datadog The company that specializes in data analytics will join the S & P 500 . Datadog will replace Juniper Networks, which has been acquired by Hewlett Packard Enterprise . The change will take effect on July 9. Datadog shares are up 10% after the bell on the news. Counting the surge in extended trading, the stock is up almost 50% in three months. It’s still about 18% from the December high. Intel CNBC TV’s Kristina Partsinevelos will do a full report on the attempted turnaround at Intel . The stock is 41% from the July 2024 high. Shares are up about 11% in the last month. EVs CNBC TV’s Phil LeBeau will look at new sales numbers on Thursday after Tesla and Rivian released numbers on Wednesday. Tesla broke its down streak, jumping about 5% in the session. Shares are still down 35% from the December high. Rivian fell 4.5% on Wednesday. It is down 31% from the high reached last July.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
Jul 3, 2025
