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. Thursday night stock stories … Apple We’ll continue watching Apple stock and have full analysis starting at 5 a.m. ET with Frank Holland on “Worldwide Exchange.” The tech giant reported earnings that beat expectations on Thursday. CEO Tim Cook said he was optimistic about guidance largely due to strong iPhone 17 sales. He said the company could sales “off the chart.” Apple is up nearly 3% in after-hours trading. Including this evening’s gain, the stock is now up about 12% year to date. If you take the company’s weak start to the year off the table, the stock is up around 30% in six months. ExxonMobil The energy giant reports in the morning. Numbers come out on “Squawk Box,” and Becky Quick, Joe Kernen and Andrew Ross Sorkin will have full coverage and the stock’s reaction. CEO Darren Woods will be live with Becky Quick in the 8 a.m. hour. ExxonMobil stock is up about 2% over the three months since it last reported. Shares are 7% from the Nov. 22 high. XOM YTD mountain ExxonMobil shares year to date Chevron Chevron also reports during “Squawk Box,” and CEO Mike Wirth will be on CNBC in the 9 a.m. hour of “Squawk on the Street” with Carl Quintanilla, David Faber and Jim Cramer. Shares are about flat since last reporting three months ago. The stock is 9% from its March 26 high. Oil In the last three months, Brent crude is down 11%. In the last three months, WTI crude is down nearly 14%. Huntington Ingalls The warship maker reported record revenue of $3.2 billion in the third quarter. The company’s earnings release said, “The increases were driven primarily by more favorable segment results at Newport News Shipbuilding and Ingalls Shipbuilding compared to the prior year period.” The release also said, “We have continued to see early signs that targeted investments are helping to strengthen our workforce and build a more robust maritime supply chain in support of higher shipbuilding.” The stock was up 7% on Thursday, hitting a new 52-week high. And shares continued to add another 2% in extended trading. The stock is up 69% year to date. This all comes as President Donald Trump threatened new nuclear testing after Russia’s underwater test of a nuclear drone. HII YTD mountain Huntington Ingalls stock performance year to date Tariff Talk with Tom Rotunno What we learned today: Hershey is among the latest companies to reduce the expected impact of tariffs, albeit slightly. The candymaker said on its earnings call Thursday that they are now modeling tariff expenses in the range of $160 million to $170 million, a $10 million reduction. The company says the change reflects lower Canadian retaliatory tariffs. Hershey is down 10% over the last three months, but up 1% year to date. It’s been negative four straight weeks and has lost more than 8% in October. Candy competitor Mondelez is down 11% the last three months and off 3% year to date. Both companies are constituents in the Consumer Staples Select Sector SPDR Fund (XLP) . That fund is down 3% year to date and about 5% over the last three months. What we may learn tomorrow: The threat of higher tariffs has been top of mind for pharmaceutical companies this year with the Trump administration considering tariffs on imported pharmaceutical products and ingredients. Those tariffs have been put on hold for now, though the administration has said tariffs will not be imposed on companies investing in U.S. manufacturing. AbbVie reports before the bell Friday and has previously said it is “fairly insulated” from any tariff impact. The company has 11 manufacturing sites in the U.S. and has announced plans to invest $10 billion in domestic manufacturing. AbbVie is up almost 30% year to date and has climbed more than 20% over the last three months. Analysts are largely favorable on the stock heading into earnings. Of the 31 analysts that cover it, 61% rate it a buy or overweight; 35% are at a hold and just one has it at it at sell or underweight. The mean price target is $240.28, implying a 5% upside. ABBV YTD mountain AbbVie stock year to date.
