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 on Thursday and what’s on the radar for Friday’s session. We’ve had a week The Nasdaq 100 is down 3.8% in four days. The Nasdaq Composite is down 3.6% in four days. The Russell 2000 is down 3.5% in four days. The Dow 30 is down about 3% in four days. The S & P 500 is down 2.9% in four days. The NYSE Composite is down 2.6% in four days. All are still within 10% of their 52-week highs, with the NYSE Composite the closest. It is about 4% from its Nov. 12 high. On Thursday, the markets saw the highest volume since tariff week back in early April. .IXIC 5D mountain Nasdaq Composite over the past five days The worst sector of the week so far… Consumer Discretionary is down 4.9% in four days. Walmart reported Thursday morning. The company said the great American consumer is being selective when they shop . Walmart was a win off earnings . Shares closed up 6.5% and are 2% from an Oct. 16 high. The State Street SPDR S & P Retail ETF (XRT) is down 3.4% this week. It’s 13% from a Sept. 17 high. We’ll be watching it closely. It’s only 35 days to Christmas. The Dow stocks Home Depot is the worst Dow performer this week. It’s down 8.3% week to date, and is 24% from last November’s 52-week high. Boeing is down 8% in a week. Shares are 26% from the June high. Salesforce is down 7.5% this week. The stock is nearly 40% from its December 2024 high. Walmart is the Dow’s best performer this week, followed by Johnson & Johnson , which is up 3.6% and hit a new high today, and Merck , which was up 2.2% so far this week. Merck is 9.6% from its December 2024 high. .DJI 1M mountain The Dow Jones Industrial Average over the past month. Crypto Bitcoin is now down more than 20% in a month. It crossed below the $86,000 mark on Thursday. Ether and Solana are both down 28% in a month. Michael Saylor’s Strategy isn’t doing great. The stock is down nearly 39% year to date and is 67% from last November’s 52-week high. Cleanspark is 59% from last month’s 52-week high. Coinbase is down 46% since the high it set in July. Defense Israel’s Ministry of Defense signed a multibillion dollar contract on Thursday to expand the Iron Dome program , which protects Israel from short-range missiles. Rafael, which is owned by the Israeli government, has a partnership with RTX , which helps make the interceptors. Shares of RTX are up 7.5% in a month and are 4.7% from their October high. Also Thursday, Israel’s government said it would start investing more in a domestic defense manufacturing makeover. The government said it needed to rely more on a domestic military industry for large systems. It’s unclear exactly which weapons systems it’s talking about, but the announcement comes a day after the U.S. said it would sell the F35 to Saudi Arabia . Shares of Israeli defense company Elbit fell 2.7%. The stock is 11.6% from its early October high. The VanEck Israel ETF (ISRA) is down 10% from last week’s 52-week high. Nvidia: The day after earnings CNBC will pick up coverage at 5 a.m. on “Worldwide Exchange” with Frank Holland after the stock dropped 3.15% on Thursday. Nvidia shares are now 15% from the Oct. 29 high. At one point Thursday morning, Nvidia was up 5% before it dropped mid-morning. AMD fell almost 8%. The stock is 23% from its October high. The popular SMH chip ETF fell 4.2% today. It is 13% from the October 29th high. NVDA 5D mountain Nvidia shares over the past five days
What’s likely to move the market in the next trading session
