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 retreated from its record and what’s on the radar for the next session. Housing stocks President Donald Trump went after corporations buying up homes . In a Truth Social post, he wrote, “I am immediately taking steps to ban large institutional investors from buying more single-family homes, and I will be calling on Congress to codify it. People live in homes, not corporations.” CNBC TV’s Diana Olick covers real estate and will cover the story Thursday. Invitation Homes , Blackstone and Apollo Global Management all fell after the statement. Invitation Homes’ shares lost 6%. It is now off 26% from the May high. Blackstone dropped 5.6%. It is down 19% from the September high. Apollo Global fell 5.5%. It is down 18% from the high hit on Jan. 31. The S & P homebuilder industry is off 22% from the September high. It has fallen about 11% in a month, by far the worst performing S & P industry in that period. It is made up of four stocks: NVR , PulteGroup , D.R. Horton and Lennar . Over the past month, Lennar has lost 16% and D.R. Horton has dropped 12%. In that period, Pulte fell 7.6% and NVR slid 5.2%. LEN 1M mountain Lennar shares in the past month Defense stocks Trump said Wednesday that he ” will not permit ” defense companies to issue dividends or stock buybacks until they speed up manufacturing. He also isn’t thrilled with pay packages for top executives or the maintenance on military equipment. General Dynamics dropped 4.2% on Wednesday. It is off 5% from the high hit earlier in the session. Lockheed Martin fell nearly 5%. It is down 7.8% from Tuesday’s high. Northrop Grumman fell 5.5%. The stock is down 10% from the October high. Trump also singled out RTX, saying it was not responsive to the needs of the Department of War. RTX dropped 2.5% on Wednesday. Shares hit a high during the session before being sunk by those comments from the president. However, all these stocks are up big after hours due to the possibility the defense budget will be bigger than thought. CNBC TV’s Morgan Brennan covers the sector and will have more on all this Thursday. 5 sectors still off their highs As the S & P 500 hit a new high during Wednesday’s trading, here are a few of the sectors still 4% or more off from their highs. Energy is 4% from the high hit Monday. Tech is 5.7% from the Oct. 29 high. Real estate is 7% from the March high. Consumer staples is 7.7% from the March high. The utilities sector is 9.8% from the October high. Tilray The cannabis company will report after the bell. Tilray ‘s stock hasn’t done well. It is down 61% from the October high In the last year, it has tumbled 38%. Over the past month, it has picked up some steam, however. Shares have gained 22% in the period. It closed the day at $8.99. Back in September 2018, it was at $3,000 a share. TLRY 1Y mountain Tilray in the past year
Thursday’s big stock stories: What’s likely to move the market in the next trading session
Jan 8, 2026
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