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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 and what’s on the radar for the next session. The Nasdaq Composite The tech-heavy Nasdaq Composite hit a fresh all-time high during the session and posted a record close Wednesday. The Nasdaq is up 20% in three months. The Nasdaq 100 hit a new intraday high Wednesday. It is up 19.4% in three months. If you’re in the Invesco QQQ ETF (QQQ) , which follows the Nasdaq 100, you’re up 19.4% in three months. That ETF hit a new high Wednesday, as well. .IXIC 3M mountain The Nasdaq Composite in the past three months Apple Widely followed Apple analyst Walter Piecyk published a note over at LightShed Wednesday titled “Is It Time For a New CEO at Apple?” The note said, “To be clear, Tim Cook was the right CEO at the time of his appointment and unquestionably has done a great job. Apple has sold over $2.0 trillion of iPhones with Cook as CEO. In fact, iPhone sales could show signs of life this quarter, as tariff-related pull-forwards help stabilize replacement cycles that may finally be bottoming out. Yet the repeated calls for a new super-cycle remain comical.” The note added, “This is a pivotal moment for Apple, it’s time for more disruptive change, not less.” Apple shares aren’t moving much in extended trading. As noted on ” Squawk Box ” this morning Apple is the fourth worst performing Dow component so far this year. Shares are down 15.7% in 2025. On “Mad Money” Wednesday night, Jim Cramer said, “It has the best cell phone there is, own it, don’t sell.” He also quoted a chartist who said the stock does show upside. This is a sentiment echoed by technicians Carter Worth and Katie Stockton last week with Melissa Lee on ” Fast Money .” They saw Apple quickly moving near the $240 range. It closed at $211.14 on Wednesday. Microsoft While there are questions hanging on Apple, Microsoft powered to a new high Wednesday. The stock is up about 29% in three months. It is the sixth best performing Dow component so far this year. Guess which Dow name is No. 1? It’s IBM , up about 32% in 2025. MSFT YTD mountain Microsoft shares in 2025 The chips beyond Nvidia Nvidia hit a new high Wednesday and briefly hit a market capitalization of $4 trillion . The stock is up 42% in three months. KLA Corp hit a new high Wednesday. It is up 31% in three months. Broadcom hit a new high Wednesday. It is up 50% in three months. Analog Devices hit a new high Tuesday. The stock is up 23% in three months. Cadence Design hit a new high last week. The stock is up 22% in three months. Taiwan Semi hit a new high last week. It is up 46% in three months. Texas Instruments is off 1.8% from the high. It is up 27% in three months. The popular VanEck Semiconductor ETF (SMH) hit a new high Wednesday. The ETF is up 35% in three months. Other stocks hitting highs Fastenal is up 13.5% in three months. Verisign is up 2.7% in three days. Ralph Lauren is up 7.5% in a month. Tapestry is up 20% in a month. Uber is up 11% in a month. Shares are up 33% in three months. Thanks to CNBC’s data team member Chris Hayes, who is always on the money. He has been tracking highs, lows and everything else. TPR 1M mountain Tapestry in the past month Delta Air Lines Delta’s quarterly report will come out Thursday morning. We’ll cover it on “Squawk Box.” CEO Ed Bastian will be on “Squawk Box” in the 7 a.m. hour ET. Delta has gained 14.5% over the past three months. The stock is down 27% from the January high. Levi Strauss The stock has gained about 30% in the past three months. CEO Michelle Gass will be on “Mad Money” with Jim Cramer on Thursday night. Levi is off 11.6% from the September high. When you have your cereal Thursday morning… The Wall Street Journal reported, citing people familiar, that Italy-based Ferrero is trying to buy WK Kellogg for $3 billion dollars. The company makes Corn Flakes, Frosted Flakes, Apple Jacks, Rice Krispies, Raisin Bran, Special K and the vastly underrated Honey Smacks. Shares of Kellogg closed at $17.50 on Wednesday, but they soared 55% in extended trading after the news broke. Competitor General Mills better eat its Wheaties. The stock is up around 1% after hours and down about 20% so far in 2025.
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