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 Thursday and what’s on the radar for Friday’s session. Crypto’s surge CNBC’s Tanaya Macheel will report on the crypto surge, what’s fueling the rally and what could be next. Bitcoin is up 13% in two months. It has now crossed the $116,000 mark. Ether , however, is up 20% in two months. It is closing back in on $3,000. Her first appearance of the day will be on “Worldwide Exchange” with Frank Holland in the 5 a.m. ET hour, don’t miss a minute of it. Big Pharma earnings ahead Next week is the start of the summer earnings season. Several big banks will show the world how they’re doing, plus we’ll hear from several big health-care companies. Tomorrow Angelica Peebles will run us through Johnson & Johnson , which reports Wednesday, and Novartis , which is set for Thursday. Shares of J & J are up 6% since last reporting three months ago. The stock is 7% from the March high. Novartis is up 20% in three months; the stock hit a new high today. Watching coffee prices After a big run, coffee prices are down 25% in the last two months. In the last two years, they’re up 80%. A report highlighted Thursday by CNBC stock man Tom Rotunno — originally published a few weeks ago — shows TD Cowen estimates that 22% of Starbucks ‘ coffee and 56% of Dutch Bros’ coffee is sourced from Brazil . The renewed focus comes in the wake of President Donald Trump’s call for a 50% tariff on Brazilian products . Shares of Starbucks were pretty flat today. The stock is 19% from the March high, but up 4% in a month. Shares of Dutch Bros are 26% from the February high and down 10% in a month. SBUX YTD mountain Starbucks shares year to date Nuclear stocks A lot of the stocks in the nuclear space have cooled down so far in July after having a big three month run. Cameco is down 3.6% in four days, and is now 6% from its June 27 high, after jumping 83% in three months. Oklo is down 1% in July after a 144% three-month run. The stock is 25% from the June 16 high. Uranium Energy is up 43% in three months, but down 5.3% over the past four days. Shares are 30% from the December high. Constellation Energy is 10% from its January high, and has gained 54% in three months. Vistra is up 80% in three months. The stock hit a high yesterday. VST YTD mountain Vistra shares year to date. Anthropic This is a privately held company that runs Claude of AI fame. CNBC Data Chief Gina Francolla has been watching it on Forge Global, a CNBC partner, that tracks private companies offering second market shares. Shares are up amid reports that Amazon is considering another major investment in the company. Several other big name companies have also invested, according to Forge Global. They include Bessemer, Cisco and Google . Since December, Anthropic’s private market shares have almost doubled. Most of the listed companies have a minimum investment; in this case it is $5,000.
