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. Financials and industrials Both S & P sectors hit 52-week highs on Thursday. The financials are now up 13% in 2025. The industrials are up 19% in 2025. For comparison, the S & P 500 is up 17% year to date. Top industrials so far this year are GE Vernova , up 114%; Howmet Aerospace , up nearly 80%; and GE Aerospace , up 73%. Honeywell , ADP and Old Dominion Freight are a the bottom of the list all down about 10% this year. Top financials are Robinhood , up 230%; Goldman Sachs , up 59%; and Citigroup , up 59% also. MSCI , Apollo Global and Everest Group are all down about 10% at the bottom of the pile. The Russell The small caps are leading the way so far this week, up 2.7%. The Russell is up 5.4% in a month. The Nasdaq 100 is flat so far this week, up 0.6% in a month. The Dow is up 1.5% so far this week, and 1.6% in a month. The S & P is up 0.5% so far this week, 0.8% in a month. .RUT 1M mountain Russell 2000 over the past month Materials This is the top sector of the week so far, up 2.25% The sector is the second worst of the 11 in the S & P in the last three months, down 3.5%. It is 3.5% from its September high. Lululemon CEO Calvin McDonald is leaving the yoga studio as of Jan. 31. This after founder and the company’s biggest shareholder Chip Wilson said it is time to get off the mat. Lululemon stock is downward dog. It’s 56% from its January high. But shares are in Warrior 1 mode after hours, up more than 10% in extended trading. We’ll be watching the sunrise Friday morning and following the stock on “Worldwide Exchange” with CNBC’s Frank Holland starting at 5 a.m. ET. LULU YTD mountain Lululemon stock year to date Starbucks On Friday, CNBC’s Kate Rogers will report on the one-month old barista strike. 145 stores are impacted, 3,000 workers are off the job. Starbucks stock is down 2% in the last month. Shares are 25% from the March high. Broadcom The chipmaker’s stock has been volatile after its earnings report this evening. Recently, the stock was down about 5%. Broadcom posted better-than-expected earnings and revenue . CEO Hock Tan gave upbeat guidance and said on the earnings call AI chip sales in Q1 are set to double. The stock hit a new high on Wednesday before Thursday’s 2% drop. Broadcom is up 15% in a month and 122% in a year. AVGO YTD mountain Broadcom shares year to date. The rest of the chips The VanEck Semiconductor ETF (SMH) is up 5.3% so far in December. The ETF is up 53% so far in 2025. The airlines A new high from the S & P airlines industry on Thursday. It is up 5% in four days. So far in December, the airlines are up 10%. Southwest is up 7.6% so far this week. Delta Air Lines is up 5.2% this week. United is up 3.3% so far this week.
