Stocks @night is a daily newsletter that runs outside of business hours, and we’ll be looking at the last look at tomorrow and today. Sign up for free to receive directly in your inbox. This is what CNBC TV producers were watching on Thursday, and what they’re on the radar of Friday’s session. Another day, another day, the Dow, S&P 500 and Nasdaq recorded new all-time highs when the US government shutdown entered its second day. Nvidia recorded its sixth consecutive positive profit since late June. Despite being lower on Thursday, the Healthcare Select Sector SPDR (XLV) is on track for its best week since June 2022. During his “Scokebox” interview, Treasury Secretary Bescent said the government shutdown could undermine economic growth. Don’t miss out on CNBC’s interview with Federal President Chicago, Friday at 8:30am (Crude oil is expunging last week’s profits as the Energy Select Sector SPDR Fund (XLE) is on track for the worst week since late June, wiping out profits from last week. The sellout comes as oil prices have fallen four months due to concerns about oversupply in the market. Occidental oil is one of the biggest laguards after Berkshire Hathaway signed a $9.7 billion deal to acquire petrochemical forces. Occidental shares fell by more than 7% on Thursday. Oxy 3M Mountain Occidental Petroleum stocks have risen Coinflip to rising Coinbase stocks by over 7% for the past three months, notching their best day since late June. They also posted their fifth straight plus day, their longest winning streak since November 2024. The stock has risen 21% during their winning streak. Coinbase’s move is due to Bitcoin exceeding $120,000 for the first time since August. The pain of private equity KKR, Apollo Global, Blackstone, TPG and Blue Owl Capital has slipped over 10% each over the past two weeks. Only Carlyle stocks remain positive for the year. Concerns over the rise in default rates are one of the factors that encourage investors to pull back from alternative asset managers. CG YTD Mountain Carlyle Will Group invite buyers from the year? On Thursday’s “Power Lunch,” Wedbush’s Dan Ives said Lyft could get it within “the next six to nine months.” According to Ives, the ride-sharing company could lose its share of self-driving cars and make it a big-tech attractive M&A target. Lyft’s shares have risen 90% since April, surpassing Uber’s 33% increase. Ives also cited several other possible targets as AI-related M&A “Floodgates” is open. Quantum Leaps Rigetti Computing recorded its best days since mid-July as Quantum Computing Stock recovered. The move was Novo It follows news that Nordisk and the Danish government owners are supporting what is set to become the world’s largest quantum venture fund.
