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 Thursday and what's on the radar for Friday's trading session.

Netflix earnings

• The streaming giant saw its shares surge back toward record highs after it posted better-than-expected earnings and revenue for the third quarter and said subscribers for its ad-tier jumped 35% from the second quarter.
• Shares hit an all-time high on Friday, but closed the session down 6.5% from that level.
• The stock is still up 41% this year, and 93% over the past 12 months.

Semi rebound

• Taiwan Semiconductor, the world's largest contract chipmaker, saw shares jump nearly 10%, setting a record high close.
• The VanEck Semiconductor ETF (SMH) was up almost 2%
• Nvidia rose as much as 3.8%, hitting a new intraday record, but closed the day less than 1% higher.
• ASML clawed back some of its recent losses, gaining 2.5%. It's still down more than 16% this week.

Winning streaks

• CNBC's Nick Wells pointed out a couple notable win streaks in the market.
• Wells Fargo is up 10 days in a row, its longest run on record. It's up 17% in that period.
• Autodesk, Vulcan Materials, Hartford Financial, Travelers and Fidelity National are all up eight days in a row.

More reads on the consumer

• Consumer staple giant Procter & Gamble reports earnings Friday morning, and will give a read on how shoppers are reacting to continually elevated prices.
• The stock is up slightly — just about 1.7% — over the last 3 months, but has risen 17% year to date.
• Financial services company American Express is also on the calendar. That stock is up 14% in the last three months and more than 52% this year.
• Consumer lender Ally Financial is down 17.5% since its last report, and 2.6% this year.

A travel super app?

• Shares of Expedia jumped 4.75% after reports Uber has looked at acquiring the company.
• EXPE has underperformed rival Booking Holdings this year, up 4% vs. 23% for Booking.
• Airbnb is flat for the year
• UBER, meanwhile, has far outperformed rival Lyft in 2024, up 30% and hitting an all-time high this past Monday. LYFT is down 9% this year.
• DoorDash is up 53% in 2024.
• Instacart parent Maplebear is up 82% this year.

China stocks falling

• China's Housing Ministry announced new measures to prop up the country's troubled housing market, but markets didn't seem very impressed.
• The iShares China Large-Cap ETF (FXI) was down 2.6%, it's now 17.8% off its highs of the month.
• The iShares MSCI China ETF (MCHI) was down 2.7%, and is 19.1% off its 52-week high.
• The China Internet ETF (KWEB) was down 3.8%, and is 20.4% from its 52-week high.
• Alibaba was down 2% today, and is 15% from its 52-week high.
• Pinduoduo was down 3% today, and is 25% from its 52-week high.
• JD.com was down 4% today, and is 19% from its 52-week high.
• Baidu was down 3.3% today, and is 27% from its 52-week high.
• Tencent was down 2% today, and is 15% from its 52-week high.

Nuclear gains

• Uranium and uranium stocks getting a boost amid the push for nuclear power to fuel the AI boom .
• Cameco rose 1.6% to hit a record high dating back to its 1996 IPO.
• The Global X Uranium ETF (URA) was up 1%, for its highest close since May.
• Uranium Energy was up 4.9% for its highest close since March 2007.

Under the weather

• Shares of health insurer Elevance dropped 10%, their worst day since March 2020, after the company cited "unprecedented challenges" in its Medicaid business.
• The stock is now negative on the year, and it traded at levels not seen since December 2021 at its lows of the day.
• Molina Healthcare was down 12.5% in sympathy. It's down nearly 20% this year.
• Centene dropped 9% on Thursday, and is down 15% in 2024.