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 Nasdaq Composite dropped to start November, and what’s on the radar for the next session. Apple The consumer tech giant beat estimates in the fiscal fourth quarter . It’s looking for a revenue increase ranging from 7% to 10% on an annual basis in the December quarter. However, Apple shares are still down after hours. CNBC’s Jim Cramer warned that “in the short term the stock is likely to go down” because of worries the company won’t grow as fast as investors would like. According to CNBC’s Kif Leswing who monitored the earnings call, Apple’s Greater China business grew 21%. We’ll have much more on Apple’s earnings and the stock reaction starting Tuesday on ” Morning Call ” with Morgan Brennan at 5 a.m. ET. The stock is off 4% from last month’s high. AAPL 1D mountain Apple shares in the past day The Nasdaq-100 The index is now down almost 11% from its Oct. 6 high. Over the past five sessions, the Nasdaq-100 has lost 4.4%. Tech and communications services The S & P Communications Services sector, which includes giants like Alphabet , Netflix and Disney is now down 22% from the May high. The sector is down 7.4% in a week. S & P Tech is now down 12% from the Oct. 6 high and down almost 6% in a week. Vistra and the midterm elections CNBC superstar and senior executive producer Max Meyers highlighted Vistra ‘s drop and the rise in favorability for Democrats to sweep the midterms. Meyers’ thinking is that as the odds go up of a Democratic party win, investors are getting more nervous about parts of the artificial intelligence trade. This includes Vistra, which provides power to data centers. Kalshi, as of Monday afternoon, had the chances of the Democrats winning the U.S. Senate at its highest mark yet, 74%. Vistra is now down 31% from the high reached last November and down almost 4% in a month. The Global X Data Center & Digital Infrastructure ETF (DTCR) is off 24% from the June high and down 8.6% in a month. The iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) is 21% from the high and down 9.4% in a month. IDGT 1M mountain The iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) in the past month Big earnings before the bell on ‘Squawk Box’ Pfizer is up 22% in three months. Shares hit a new high on Monday. DuPont is up 3% in three months. The stock is 10% from the February high. Big earnings after the bell on ‘Closing Bell: Overtime’ Amgen is up 21% in three months. The stock hit a high last week. AMD is down about 2% in three months. Shares are off 29% from last month’s high. Block is down 5% in three months. The stock is down 11% from the August high. The stock is up 50% since late February when founder and CEO Jack Dorsey said he was starting a massive layoff initiative . Disclosure: CNBC and Kalshi have a commercial relationship that includes customer acquisition and a minority investment
