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 Wednesday and what’s on the radar for Thursday’s session. No shutdown on the record rally The S & P 500 notched a fresh all-time high and moved above the 6,700 level for the first time. The Dow , Nasdaq and Russell 2000 also finished higher as investors shook off government shutdown worries. The dollar recovered from earlier declines that put it on pace for its worst annual decline in 22 years. Gold hit a new record as bitcoin and other cryptocurrencies rise amid the government shutdown. Longtime investor Leon Cooperman said we’ve reached the stage of the bull market that Warren Buffett warned about . Don’t miss “Squawk Box’s” interview with Treasury Secretary Scott Bessent at 7:30 a.m. ET. Intel keeps rallying Intel is reportedly in early talks with AMD to manufacture chips for it in its foundry business. Intel shares popped 7% on the news, while AMD closed 1% higher. Intel has climbed more than 40% since the Trump administration took a 10% stake in the company in August. INTC YTD mountain Intel shares year to date Healthy returns Health Care Select Sector SPDR ETF (XLV) hit its highest level since early April after President Donald Trump announced a drug-pricing deal with Pfizer Tuesday. Pfizer is on track for its best week since 1974, while Eli Lilly is on pace for its best week since 2023. Merck notched its best day since 2021 — putting it on track for its best week since 2009. EV deliveries on deck Tesla and Rivian are expected to report third-quarter deliveries Thursday. Tesla is headed for its fifth straight positive week — matching a streak that ended in 2023. Rivian shares, on the other hand, are on track for the stock’s worst weekly performance in a month. Red alert for Reddit? Reddit shares fell 12% after new data showed Chat GPT’s citations for the social media platform dropped. The stock is on track for its worst week since early April. RDDT 3M mountain Reddit shares over the past three months Wall Street debut Neptune Insurance Holdings surged 24% in its NYSE debut. The nation’s largest private flood insurer went public just as the government shutdown halted new applications and claims at the National Flood Insurance Program. Are you still watching? Streaming stocks closed lower, led by Netflix , which fell 2%, marking its lowest level since early August. There’s no clear market catalyst, though Elon Musk has urged his followers on X to cancel their Netflix subscriptions. It’s unclear how many people have followed Musk’s advice, which come after Netflix released an animated show that has a teenage character who is transgender.
