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 Dow Industrials broke a four-day losing streak, and what’s on the radar for the next session. Nvidia The company reports Wednesday after the bell. Shares are up about 13% in three months. Nvidia is still down 11.5% from the Jan. 7 high. Full results will be on ” Closing Bell: Overtime ” Wednesday on CNBC with Jon Fortt. CEO Jensen Huang will be on “Mad Money” at 6 p.m. ET with Jim Cramer. Cramer said of Nvidia on Tuesday: “Selling Nvidia here is like selling the steam engine 200 years ago before it really got rolling.” He also made the case that Nvidia may be selling fewer chips to China but it is greatly increasing sales to other wealthy countries. Cramer has been a fan of this stock for years. His last purchase for his charitable trust was in August 2022. Since then. the stock is up almost 800%.Not bad. NVDA 3M mountain Nvidia over the past three months Okta CEO Todd McKinnon was on “Mad Money” with Jim Cramer on Tuesday night after Okta posted quarterly results that beat expectations, but the company said customers are more hesitant to spend right now. McKinnon made the case that Okta is crucial to an ” AI agentic future ” because of the protections it offers customers from passwords to access and beyond. Shares dropped 12% after hours. Shares are up 20% in a month. Fair Isaac Bill Pulte, director of the Federal Housing Finance Agency, kept up his criticism of Fair Isaac on Tuesday. He’s unhappy with the company’s fees. Fair Isaac provides FICO scores. The stock fell 11% on Tuesday. It is down 25% in a week and down 37% from the November high. CNBC stock man Tom Rotunno will keep watch on this one again Wednesday. FICO YTD mountain Fair Isaac in 2025 O, Canada! A new high for the iShares MSCI Canada ETF (EWC) on Tuesday. Shares are up 5.6% in May. The ETF is up 11% in 2025. EWC is up 7.77% since the April 2 tariff announcement. GE Aerospace and GE Vernova GE Aerospace is near a four-year high. The stock is up about 22% in a month. GE Vernova hit an all-time high going back to last year’s spin-off.The stock is up 27% in a month. GEV 1M mountain GE Vernova in the past month Macy’s The retailer reports in the morning. Macy’s shares are down 14% in the past three months. The stock is 42% from the 52-week high one year ago. The Federal Reserve CNBC’s senior economics reporter Steve Liesman will have full details at 2 p.m. on CNBC’s ” Power Lunch ” with Kelly Evans and Brian Sullivan. The 20-year Treasury bond yield, which had the less-than-great auction last week, is yielding 4.96% on Tuesday. It was above 5% last week. The 30-year Treasury yield is at 4.95%. It also topped 5% last week. The 2-year Treasury note yield is at 3.977%. The 3-month T-bill yield is at 4.33%. US30Y YTD mountain U.S. 30-year Treasury yield 2025 Meta Platforms CEO Mark Zuckerberg and friends will hold their annual shareholder meeting on Wednesday. Jim Cramer weighed in on this one on Tuesday, calling it the best advertising platform on the web and told a caller to “buy, buy, buy.” Meta are up 17% in May.The stock is 13% from the February high. Trump Inc Trump Media & Technology Group , trading under the symbol DJT, issued a news release , saying it had entered “agreements with approximately 50 institutional investors, under which the company agreed to issue and sell approximately $1.5 billion in the company’s common stock and $1 billion in principal amount of senior secured notes.”DJT expects to raise about $2.5 billion , and they’ll use the “proceeds for the creation of a Bitcoin treasury.” Shares of DJT are off 57% from the Oct. 29 high, reached a week before the election. The stock is down about 12% in a month. We also track the Trump Coin, which is up 15% in two months. Bitcoin is up 25% in that time period. In the last month the Trump Coin is down 14%, while bitcoin is up 15%. DJT 1M mountain Trump Media in the past month Vail Resorts The ski resort company is bringing back CEO Rob Katz. He left the helm in November 2021 but stayed on as executive chairperson. Out of all the CEO jobs, this one has to rank pretty high: Does he even have to wait in line at the lift? Investors liked the news: Vail shares climbed nearly 10% after hours. The stock is 24% from the 52-week high hit back in December.
Wednesday’s big stock stories: What’s likely to move the market in the next trading session
