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 three major averages posted modest gains Thursday, and what’s on the radar for the next session. Oracle The stock will kick off Friday after posting its best day in a year. Oracle was up 13% on Thursday. The move came a day after the company posted an earnings beat . Thanks to CNBC data man Nick Wells for keeping track of this one. ORCL 5D mountain Oracle shares in the past five trading days Tech and communication services These are the top two S & P sectors in the past month. Tech is up 6.7%. The sector sits 1% off from the Dec. 26 high. Communication services is up 8% in a month. It’s still down 3.6% from the February high. In the tech sector, big winners include Super Micro Computer , Oracle and Micron Technology . All three are up more than 25% in the past month. Fair Isaac and HP Inc are at the bottom of the tech sector in the past month. On the communication services side, Alphabet is the top performer in the sector in the last month, follower by Warner Bros. Discovery and Netflix , all up about 10% in a month. Omnicom , Interpublic Group and T-Mobile are the worst performing stocks in the sector in the last month. The CNBC NRF Retail Monitor CNBC’s senior economics reporter Steve Liesman will show us where things are picking up and things aren’t. He’ll share the latest numbers in the 7 a.m. hour ” Squawk Box ” on CNBC TV. The SPDR S & P Retail ETF ( XRT) is off 9% from the Nov. 25 high, which it reached as the holiday shopping season started. The XRT is up 13% in the last three months. The top component in the ETF in the last month is Foot Locker , up 81% in the past month, due to the acquisition by Dick’s Sporting Goods . Advance Auto Parts is up 52% in a month. Dollar General is up 25% in a month. Caleres , which owns a bunch of retail brands including Famous Footwear, is the XRT’s worst performer in the last month. Shares are down 24% in that period. Bath & Body Works and GameStop are both down 21% in a month. FL 1M mountain Foot Locker in the past month The dollar The U.S. dollar index , which shows the greenback versus a combination of other currencies is near a 39-month low. Exporters Generally, a weaker dollar helps U.S. companies with foreign sales as their products become more attractive. U.S. companies with high foreign sales include Philip Morris , Qualcomm , Caterpillar , GE Aerospace , Coca-Cola and PepsiCo . Philip Morris hit a high Thursday. The stock is up about 12% in a month. Qualcomm is down 31% from the high reached last year. It is up 9.3% so far in June. GE hit a high last week, but it is down 7% from that level. In the past month, the stock is up 9.6%. Coca-Cola is just 3% from the April high. The stock is up nearly 4% in a month. Pepsi is down 26% from the high reached in August 2024. PM 1M mountain Philip Morris shares in the past month Importers U.S. companies that import products generally don’t fare as well because they have to pay more for those goods. U.S. companies with high imports include Walmart , Target , Costco , Dollar Tree and Home Depot . Walmart is down 10% from the February high. Shares are down around 4% in June. Target is off 40% from the August 2024 high. The stock is down roughly 2% in a month. Costco is 7% from the February high. It’s down 3.6% in June Dollar Tree is 14% from last year’s high. The stock is up nearly 8% in a month. Home Depot is 17% from the Nov. 26 high. Shares are down 3.6% in a month.
