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 stocks rallied on news of a U.S.-U.K. trade deal outline, and what’s on the radar for the next session. The British The iShares MSCI United Kingdom ETF (EWU) was 0.8% lower on Thursday. This after President Donald Trump announced a trade deal with the U.K. The EWU is up nearly 15% in a month. Since the April 2 White House tariff announcement, the EWU has gained 1.3%. In what could be the quote of the day on CNBC, “Halftime Report” trader Josh Brown said, ”Against all odds the U.S. managed to make a trade deal with its greatest ally over the last 200 years, it’s really remarkable.” Brown went on to say all the market seems to need right now is less saber-rattling on trade and a few good headlines. The S & P 500 and Dow Industrials were up about 0.6% Thursday. The Nasdaq Composite added roughly 1.1%. EWU 1M mountain The iShares MSCI United Kingdom ETF (EWU) over the past month Other big country-specific ETFs The iShares MSCI Brazil ETF (EWZ) was up 4.1% Thursday. It is off 15.4% from the high. The iShares Latin America 40 ETF (ILF) was up about 2%. It’s down 12% from the high. The Amplify Bluestar Israel Technology ETF (ITEQ) was up 1.8% in the session, and iShares MSCI Israel ETF (EIS) was up 1.7%. The iShares MSCI China ETF (MCHI) was up 1.4% Thursday, while the iShares China Large-Cap ETF (FXI) advanced 1.5%. Both are off 10% from the high. The iShares MSCI India ETF (INDA) fell 3.16% on Thursday. The fund is down 13% from the high. It’s unclear if this session’s action is trade related or due to heightened tensions with neighbor Pakistan. Bitcoin $100K The flagship cryptocurrency reclaimed the $100,000 level on Thursday. It last traded around $103,000. It is up 48% since the November election. In the last month, bitcoin is up nearly 35%. Gold is up about 11% in a month. I am not comparing the two. BTC.CM= 6M mountain Bitcoin over the past six months Cathie Wood The investor and head of Ark Invest will be on ” Squawk Box ” Friday in the 8.a.m. hour ET. She recently started buying Nvidia again after selling shares. Nvidia is up about 22% in a month, but it’s down 23% from the January high. The Ark Innovation ETF (ARKK) is 25% from the February high. The biggest holdings include the following: Tesla at 12%; Coinbase , Roblox and Roku in the 7% range; and Tempus AI and Palantir in the 6% range. Tesla is off 41.7% from the December high, but up nearly 30% in a month. Coinbase is down 41% from the December high, but up 36% in a month. Roblox is off 7.5% from the February high, up about 37% in a month. Roku is off 41.5% from the February high. Shares are up 11% in a month. Tempus AI is 29% from the February high. The stock is up 75% in a month. Palantir is 5% from the high. Shares are up 54% in a month. ARKK 1M mountain The Ark Innovation ETF (ARKK) in the past month The Russell 2000 The small-cap benchmark was Thursday’s biggest index winner, up about 1.9%. The Russell 2000 is down 18% from the 52-week high. It is up 15% in a month. The industrials The sector is the biggest gainer of the 11 sectors in the last week, up 2.8%. The industrials are off about 5.3% from the 52-week high. Only utilities and financials are closer to a high. Notable gainers in the past week: Delta Air Lines and Rockwell Automation , both up about 17%. United Airlines is up nearly 15% in the period. DAL 5D mountain Delta Air Lines in the past five sessions The residential REITs CNBC TV’s real estate reporter Diana Olick is working on a story for Friday about how renters are renting longer Several residential real estate investment trusts have had a big month. American Homes 4 Rent is up about 17% in a month. Shares are off 7% from the high. Essex Property is up 10.6% in a month. The stock is off 11% from the September high. UDR is up 10% in a month. Shares are down 11.6% from the high. AvalonBay is up 9.2% in a month. It’s down 14.5% from the high. Mid-America and Realty Income are up more than 7% in a month, and UMH is up more than 5%.
