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 Tuesday and what’s on the radar for Wednesday’s session. Obesity in the USA We’ll follow reports on Wednesday that the White House is working on a deal with Eli Lilly and Novo Nordisk to have their diet drugs under the Medicare and Medicaid umbrella. Shares of Eli Lilly are up 5.1% in two days and up 10.6% in a week. Shares of Novo Nordisk are down 2.5% in two days, and down 19% in a month. Neither stock is moving much after hours. “Squawk Box” will have the CEO of Novo Nordisk in the 8 a.m. ET hour. Watch Becky Quick, Joe Kernen and Andrew Ross Sorkin tomorrow morning. The mall has got it all The “Mad Money” man hit the mall stocks, highlighting Simon Property Group ‘s solid quarter. The numbers were out on Monday. The stock was up 3.4% on Tuesday, shares are now 4% from the March high. Cramer reported Simon Property saw no change from the retailers inside its malls. Tanger was up 2.7% on Tuesday. The stock is 10% from last November’s high. Macerich , another mall operater, was up 2.1% on Tuesday. The stock is 21% from last December’s highs. SPG YTD mountain Simon Property Group shares year to date. Pay down Paycom Software hit a low going back to October 2024 on Tuesday. The stock is down 32% since June. Paychex hit a low not seen since November 2023 on Tuesday. The stock is down 29% since June of this year. The stocks are in the employment payment and HR business. (Thanks to data man Chris Hayes for the details.) Copper’s low Copper hit a three-week low on Tuesday. (Thanks to data chief Gina Francolla for the stats.) It is down 8% since then. Gold is down the same amount, a little more than 8%. Silver is down 12% since mid-October. The VanEck Gold Miners ETF (GDX) is down 11.4% in a month and it is 20% from its Oct. 16 high. Bitcoin The cryptocurrency is now down 17% in a month. It broke below the $100,000 mark on Tuesday, but was able to climb back into the $101,000 range later in the day. Strategy is down 55% since last November’s high. Coinbase is down 32% since its July high. Cleanspark is down 31% since its Oct. 15 high. Tom Rotunno’s tariff stat of the day What we learned today: Harley-Davidson reported better-than-expected earnings Tuesday morning, but the stock fell due to a 5% decline in quarterly motorcycle sales. On the tariff front, the company continued to withhold its full year 2025 financial outlook, first withdrawn in May, due to a “global tariff situation (that) remains ongoing and uncertain.” Despite 75% of component purchasing coming from the U.S. and manufacturing 100% of its “core products” at home, the company is feeling the impact of tariffs. Harley-Davidson cited a tariff charge of $27 million this quarter, up from a $13 million in the previous quarter. It narrowed its annual tariff forecast to between $55 million and $75 million, from the previous guide of $50 million to $85 million. Harley-Davidson stock has rallied about 24% from its April 8 lows to reach a year-to-date closing high of $31.03 in early September. However, two straight months of losses, in which it has fallen 16%, has left it down nearly 16% year to date. What we may learn tomorrow: EV maker Lucid Group reports earnings after the bell Wednesday. CNBC’s Michael Wayland has been all over the impact of tariffs on automakers. It’s certain it be among the growing challenges pure-play EV makers will face as they report third-quarter results. Last quarter, Lucid said a $54 million tariff impact hit its profit margin. Lucid is 55% off its 52-week high, while Rivian is 27% off its 52-week high. The Global X Lithium & Battery Tech ETF (LIT) is 5% off its 52-week high set on Oct. 30. LCID 6M mountain Lucid Group shares over the past six months.
