Friday's big stock stories: What's likely to move the market in the next trading session

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The Dow rose more than 460 points on Thursday as investors bought stocks that are closely tied to the economy. Here’s what on CNBC’s radar going…

Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today.Here's what CNBC TV's producers were watching as the Dow Industrials rose more than 460 points on Thursday, and what's on the radar for the next session.

CNBC TV"Squawk Box" anchor Becky Quick set the big theme of the session, noting that it seems hard for Nvidia to rally because expectations are so high. She recalled a similar solid earnings report three months ago, followed by a stock drop. Shares rallied 15% over the next three months. During the premarket, Quick interviewed analyst Ray Wang of Constellation Research, who said,"Nvidia is growing exponentially versus the rest of the S&P 500.

Nvidia is the third top performer in the S&P so far this year. The top five winners in the index for 2024 are at the bottom of this note.

 

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