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 as the S & P 500 slid after a hot consumer inflation report, and what’s on the radar for the next session. Meta Platforms stock watch The stock is now up 18 straight days. Meta shares are up 18.4% in that time. Netflix , by the way, is up 19.7% in those 18 days. But the streaming stock isn’t up 18 straight days like Mark Zuckerberg’s Meta. META 1M mountain Meta Platforms in the past month India President Donald Trump will meet with India’s Prime Minister Narendra Modi on Thursday at the White House. We have team coverage of this meeting that’s likely to bring opportunities to many U.S. companies. The iShares MSCI India ETF (INDA) is now down 5.4% so far in 2025. It’s down about 1% in 12 months and stands 16% from the September high. In three years, the ETF is up around 13%, and it’s up roughly 40% over five years. The iShares India 50 ETF (INDY) , which tracks India’s 50 biggest stocks, isn’t faring much better. It is down 3% in 2025. INDY is flat in a year, and it’s 14% from the September high. The fund is up about 7% in three years and up 27% in five years. The S & P 500 is up nearly 80% in five years. Payments As the Trump administration moves to change or end the powers of the Consumer Financial Protection Bureau, payment stocks may be impacted. This isn’t to suggest any of the companies are doing anything wrong or will have investigations halted, but it is possible investors will see it as a positive at some point. CNBC.com’s Hugh Son reported that the CFPB has moved to terminate “several dozen” employees. Affirm is up 20% in the past week. That’s mostly due to a positive earnings report . The stock is 5% from Monday’s high. Visa is up 1% week to date. The company is involved in a payments deal with Elon Musk’s social media platform X. The stock hit a high Tuesday. Mastercard is up about 12% in a month. The stock is 2% from the Jan. 30 high. American Express is up 4.5% in a month. Shares are 6% from the Jan. 23 high. Block is down 8.6% in February. The stock is 16% from the December high. PayPal is down nearly 14% in February. The stock 18.5% from the December high. PYPL 1M mountain PayPal in the past month Robinhood The brokerage app provider posted a record profit after the bell on Wednesday. We’ll watch the move on Thursday, but in extended trading shares are up 14%. Including the action in after hours, Robinhood is up more than 90% in three months. Rates in the U.S. The two-year U.S. Treasury note yield hit its highest level in nearly a month on Wednesday. It is now at 4.36%. The 10-year Treasury yield is at 4.62%. The one-year Treasury bill yields 4.30%. The six-month T-bill yield is 4.38%. The three-month and one-month Treasury bills yield about 4.35%. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) is yielding 6.93%. The iShares iBoxx High Yield Corporate Bond ETF (HYG) is yielding 5.93%. The SPDR Bloomberg High Yield Bond ETF (JNK) yields 6.59%. The Fidelity Corporate Bond ETF (FCOR) is yielding 4.4%. ” Fast Money ” dove into inflation and the bond market Wednesday night. Contributor Guy Adami said, “Inflation is not going away anytime soon.” Andy Constan from Damped Spring Advisors said, “There’s great policy uncertainty… and not necessarily consensus on what policies will actually do.” He noted that while the deregulatory environment is pro-growth, “immigration [policy] reducing the supply of labor is anti-growth, tariffs are anti-growth and expenditure cuts are anti-growth.” He added that an anti-growth environment is likely to result in a stock pullback. Constan also said, “The Fed is on permanent pause,” and those ingredients could lead to higher bond yields. US10Y 3M mountain U.S. 10-year Treasury note yield in the past three months CBRE The real estate giant reports in the morning. The stock is up 5% in the past three months. CBRE is 5% from the Feb. 6 high. The S & P Real Estate sector is down 2.3% in three months, and 7% from the September high. Deere The tractor manufacturer reports in the morning. Shares are up 21% in three months. Deere is 1.9% from the January high. DE 3M mountain Deere shares in the past three months Duke Energy The utility reports in the morning. The stock is up 4% in three months. It is also 4% from the October high. Duke has a dividend yield of 3.6%. The S & P Utilities sector is up 1% in three months, 4% from the November high. The Utilities Select Sector SPDR Fund (XLU) pays a 2.83% dividend. Ingersoll Rand The industrial reports in the morning. The stock is down 12% in three months. It is 14% from the Nov. 25 high. The S & P Industrials sector is down 2.7% in three months, and it’s 4% from the November high. IR 3M mountain Ingersoll Rand in the past three months DraftKings The betting app company reports after the bell Thursday. The stock is up around 9% in three months, and it’s 8% from the March 2024 high. DraftKings is up 15% in a month. It is down about 1% in after hours. Coinbase The crypto exchange platform reports after the bell. Coinbase is down about 14% in three months and 21% from the December high. Bitcoin is up 9% in three months. Moody’s The financial ratings company reports in the morning. It is up 6.3% in three months, and it stands 1.5% from Tuesday’s high. This is one of ” Halftime Report ” trader Josh Brown’s picks. The S & P Financial Sector is up 3.3% in three months, and 1.5% from last week’s high.
Source: Thursday’s big stock stories: What’s likely to move the market in the next trading
