Stocks @ Night is a daily newsletter delivered after hours, giving you the first information about tomorrow and the last information about today. Sign up for free to receive it straight to your inbox. Here’s what CNBC television producers were looking at Tuesday and what they’re looking at for Wednesday’s session. Obesity in America We will keep an eye on Wednesday’s report that the White House is working on a deal with Eli Lilly and Novo Nordisk to bring diet drugs under the umbrella of Medicare and Medicaid. Eli Lilly’s stock rose 5.1% in two days and 10.6% over the week. Novo Nordisk shares fell 2.5% in two days and 19% in a month. Neither stock has moved much after hours. “Squawk Box” will feature the CEO of Novo Nordisk at 8 a.m. ET. Watch Becky Quick, Joe Kernen, and Andrew Ross Sorkin tomorrow morning. Malls Got It All The ‘Mad Money’ Man Hits Mall Stocks, Highlighting a Strong Quarter for Simon Property Group. The numbers came out on Monday. Shares rose 3.4% on Tuesday, and the stock is now down 4% from its March high. Mr. Kramer reported that there were no changes to the retailers within Simon Property’s malls. The Tangier market rose 2.7% on Tuesday. It is up 10% from its peak in November last year. Macerich, another mall operator, rose 2.1% on Tuesday. It is up 21% from its high in December last year. SPG YTD Mountain Simon Property Group stock year-to-date. Paycom Software payments hit their lowest since October 2024 on Tuesday. The stock has fallen 32% since June. Paychex hit its lowest price since November 2023 on Tuesday. The stock price has fallen 29% since June of this year. The shares are in the employment payments and HR business. (Thanks to dataman Chris Hayes for details.) Copper Low Copper hit a three-week low on Tuesday. (Thanks to data officer Gina Francola for the statistics.) Since then, it’s down 8%. Gold also fell by the same amount, at just over 8%. Silver has fallen 12% since mid-October. The VanEck Gold Miners ETF (GDX) is down 11.4% in one month and 20% from its October 16th high. The Bitcoin cryptocurrency is currently down 17% in one month. It fell below the $100,000 milestone on Tuesday, but was able to recover to the $101,000 level later in the day. Strategy is down 55% from its highs last November. Coinbase is down 32% from its July high. Cleanse Park is down 31% from its October 15 high. Today’s Tariff Statistics from Tom Rotunno What we learned today: Harley-Davidson reported better-than-expected profits Tuesday morning, but its stock fell as quarterly motorcycle sales fell 5%. On the tariff front, the company continued to suspend its full-year 2025 financial outlook, which was first withdrawn in May, citing “the continuing and uncertain global tariff situation.” The company is feeling the impact of the tariffs even though 75% of its parts purchases come from the United States and 100% of its “core products” are manufactured domestically. Harley-Davidson said its tariffs for the quarter were $27 million, up from $13 million in the previous quarter. The outlook for annual tariffs has been lowered from the previous estimate of $50 million to $85 million to $55 million to $75 million. Harley-Davidson stock has risen about 24% since its April 8 low, reaching a year-to-date closing high of $31.03 in early September. However, it fell 16% for the second month in a row and is down nearly 16% year-to-date. What you might learn tomorrow: EV maker Lucid Group will report earnings after the bell on Wednesday. CNBC’s Michael Weiland has long discussed the impact of tariffs on automakers. It’s certainly one of the growing challenges pure EV manufacturers will face when they report third-quarter results. Lucid announced a $54 million tariff hit on its profit margins last quarter. Lucid is down 55% from its 52-week high, and Rivian is down 27% from its 52-week high. The Global X Lithium & Battery Tech ETF (LIT) is down 5% from its 52-week high set on October 30th. LCID 6 million Mountain Lucid Group shares have been held in the past 6 months.
