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’s producers were watching in Thursday’s session and what’s on the radar for Friday. UnitedHealth Group Some big names have piled into this health-care giant over the last several weeks, according to 13F filings compiled and reported on this evening by CNBC’s Leslie Picker. She will have a lot more on “WorldWide Exchange” and “Squawk Box” Friday morning. David Tepper’s Appaloosa Management bought the stock. So did Warren Buffett ‘s Berkshire Hathaway . And Scion Asset Management’s Michael Burry , of “Big Short” fame, bought call options, hoping the stock is going higher. Shares are up 10% after hours. UnitedHealth has had a rough go in the market, and of course, outside of the market. Shares are down 46% so far year to date. The stock is 57% from the November 2024 high. It is by far the worst performing stock in the Dow 30 in 2025 and in the 12-month period. Top-rated analyst Lisa Gill of JP Morgan will weigh in with her first thoughts on the stock tomorrow morning with Frank Holland on “Worldwide Exchange,” which starts at 5 a.m. ET. Gordon Gekko used to like to say, “money never sleeps pal.” UNH YTD mountain UnitedHealth Group shares year to date Intel Bloomberg is reporting that the White House is considering making a direct investment in the stock. Intel was up 7% today on the news, it is up an additional 3% after hours. Intel is up 19% so far in 2025 but the stock is about 13% from its February high. This was a $68 stock back in 2021. It’s now trading around $24. Full coverage continues tomorrow morning. INTC YTD mountain Intel shares year to date. Housing in the USA Noted analyst Ivy Zelman will join “Squawk Box” with Joe Kernen and Andrew Ross Sorkin in the 8 a.m. hour. There’s a ton of issues including a shortage of homes to buy, high prices, a lack of places to move to — all of which ties up the market. Mortgage rates and local rules are also issues the builders say are holding them back. Zelman will go through the list with us and look at the stocks. The SPDR S & P Homebuilders ETF (XHB) is 10% from its November high. It is up 11.5% so far in August. A lot of the big names are up big in August. Hovnanian is up 31% in August, but it’s still 35% from last summer’s high. Lennar is up 16% in August, and it’s 30% from its September 2024 high. Pultegroup is up almost 14% in August, and is 14% from its October high. Taylor Morris Home is also up about 15% in August, and is 10% from the November high. Toll Brothers is up 11% in August, and is 23% from the November high. NVR is up more than 8% in August, putting it 18% from its October high. Uranium and Rare Minerals As President Donald Trump heads to Alaska to meet with Russian President Vladimir Putin, the Global X Uranium ETF (URA) is up 39% in three months. The ETF is 7.5% from its mid-July high. It is up about 80% since Russia invaded Ukraine in 2022. The VanEck Rare Earth and Strategic Metals ETF (REMX) is up 46% in 2025. The Sprott Critical Materials ETF (SETM) is up 40% so far this year. Full coverage of the president’s mission begins on “Squawk Box” in our 6 a.m. hour.
