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 stocks sold off in extended trading after the rollout of President Donald Trump’s tariffs, and what’s on the radar for the next session. CNBC will be all over the markets after Wednesday’s tariff announcement , starting at 5 a.m. ET on Thursday with “Worldwide Exchange,” followed by “Squawk Box” at 6 a.m. CNBC+ is on all night with action and full coverage from Asia and Europe. You can also go to CNBC.com all night long. Futures The Dow Jones Industrial Average futures are down about 1,000 points, or 2.4% The Nasdaq-100 futures are down 4.4%. The S & P 500 futures are down 3.5%. @SP.1 1D mountain S & P 500 futures in the past day Big Tech after hours Amazon is down 6% after hours. Apple is down 7% after hours. Alphabet is down nearly 4% after hours. Nvidia is down 5% after hours. Tesla is down 7% after hours. Microsoft is down about 3% after hours. Meta Platforms is down 4.5% after hours. ‘Cramerica’ and the tariffs Mad Money’s Jim Cramer said look for mid-size and small companies that are less vulnerable to a trade war. He also said, “We should be taking some money out and putting it on the sidelines.” The Vanguard Mid-Cap ETF (VO) was up about 1% Wednesday. It is 8.3% from the November high. The Invesco S & P SmallCap Momentum ETF (XSMO) was up 1.6% Wednesday. It is up 4.7% in three days, and it’s off 14% from the November high. XSMO YTD mountain Invesco S & P SmallCap Momentum ETF (XSMO) in 2025 Eli Lilly Cramer believes this is another area that has immunity from tariffs. He last bought Lilly right at the 2025 low on Jan. 21 at around $725 a share. On Wednesday, it ended the session at $818.22 a share. That’s an increase of roughly 13% in that time. Nike The stock is down 7% after hours. Walmart The stock is down 6.9% after hours. Business in the U.S.A. Lisa Han and John Melloy of CNBC.com/pro ran a great screen Wednesday, highlighting the American companies that do most of their business in this country. Read the story here . They looked for companies with a beta below 0.6, meaning the stocks are stable compared to the rest of the market. The names must also have low debt and have high U.S. revenue exposure (at least 80%). Companies that meet the criteria include CME Group , General Dynamics , Keurig Dr Pepper and Church & Dwight . Get the rest of the details and read the story here . In the last month, Huntington Ingalls is up 17%. Share are down 29% from the 52-week high. General Dynamics is up 9.3% in a month. The stock is 13% from the November high. Hormel is up about 7% in a month. The stock is off 17% from the 52-week high. Keurig Dr Pepper is up nearly 5% in the past month. The stock is 8% from the September high. Globe Life is up 4.4% in a month. The stock hit a high on Wednesday. CME is up 3.5% in a month. The stock is 2% from the March 19 high. Allstate is up 3% in a month. Shares are off 3.5% since reaching a high on March 20. Assurant is up 1.4% in a month. It is off 8.6% from the November high. Progressive is flat in a month. Shares are off 4% from the March 17 high. Humana is down 1.7% in a month. It is 35% from the high. Erie Indemnity is down around 3% in a month. The stock is off 24% from the September high. Church & Dwight is down 2.6% in a month. Shares are off 7% from the March 10 high. Regeneron is down 10.5% in a month. The stock is off 48% from the August high. HII 1M mountain Huntington Ingalls Industries in the past month The shippers CNBC’s Lori Ann Larocco did some great work on freight trends Wednesday. Her research shows a big jump in trucking activity in Laredo, Texas, which is across the Rio Grande from Nuevo Laredo in Mexico. It was a 48.5% jump in the first quarter compared to a year ago. Larocco’s data is showing a significant drop in bookings for April. FedEx and UPS are down 6.7% and 7.4%, respectively, in a month. FedEx is down 22% from the July high, and UPS is off 29% from the April 2024 high. Most of the big ocean freight companies are down in the last month. Israel’s ZIM is down 20% in a month. The stock is down 46% from the high reached in November. Golden Ocean is down 13.5% in a month. It’s 46% off from the May high. Diana Shipping is down 13.4% in a month. It’s off 49% from the May high. Food companies Conagra and Lamb Weston report before the bell Conagra is down 4.6% in the past three months. The stock is 20% from the September high. Lamb Weston , the fry guys, is down 18% in three months. The stock is 50% since last April’s 52-week high.
