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 on Wednesday and what’s on the radar for Thursday’s session. Meta We expect to learn more about the company’s glasses tonight at the Meta Connect Summit and will have full analysis starting at 5 a.m. ET on “WorldWide Exchange” with CNBC’s Frank Holland. Meta shares are up 5% in September. The stock is 2.6% from the high hit a month ago. Meta is up 32% year to date. Walmart We’ll be watching in the morning after the retail giant hit a new all-time high. The stock fell 1.7% after hitting that new record, to close up 0.8% at $104.27. Walmart is up 7.5% so far in September and up 15% year to date. Target , in comparison, is down 7.3% in September and down 34% year to date. WMT 3M mountain Walmart stock over the past three months. Gold’s high The commodity is up 40% year to date. The VanEck Gold Miners ETF (GDX) has doubled in the same time period. It is now up 102% in 2025. So far this month, the GDX is up 8.7%. Darden Restaurants The restaurant company reports before the bell Thursday during “Squawk Box.” Darden is down 7% since last reporting three months ago. The stock is 8.5% from its June high. Darden’s brands include Olive Garden, LongHorn Steakhouse, Ruth’s Chris, The Capital Grille and Seasons 52. Lennar The homebuilder reports Thursday afternoon. Lennar shares are up 27% since it last reported. Shares are 28% from last September’s high. LEN 3M mountain Lennar share performance over the past three months. Israel’s stock market The Tel Aviv Stock Exchange is down 4% in the last few days after Prime Minister Benjamin Netanyahu said the country is “in a sort of isolation.” He also said, “We will increasingly need to adapt to an economy with autarkic characteristics,” which means economic self-reliance. The prime minister has always been a proponent of free markets and is widely credited with privatizing many former Israeli government-run entities over the last 25 years. He later walked some of the comments back, but the damage was done. The iShares MSCI Israel ETF (EIS) fell 3% in three days and is 4.35% from last week’s all-time high.
