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 S & P 500 closed at a record, and what's on the radar for the next session. The Christmas shopping season The State Street SPDR S & P Retail ETF (XRT) is up 8% in a month. It's about the time shopping season kicked into high gear. The ETF is off 3% from the mid-September high. Abercrombie & Fitch is hot this season, up 77% in a month, but shares are still off 25% from the high reached in January. Victoria's Secret is also strong, up nearly 50% in a month. Shares hit a new high last week. American Eagle is soaring. Shares are up 43% in a month, and they also recently touched a new high. Amazon is up 5% in a month. The stock is down 10% from the early November high. Dick's Sporting Goods is flat over the last month. Shares are off 18% from the early 2025 high. Kohl's is up 36% in a month. The stock is off 15% from the high hit three weeks ago. Bath & Body Works is up about 30% in a month. Shares are down 53% from the February high. Mall owner Macerich is up 13% in a month. Simon Property Group is up 2.5% in a month, and Tanger is up around 2% in the period. Tapestry hit a new all-time high Tuesday going back to when the stock was called Coach — in the year 2000. XRT 1M mountain The State Street SPDR S & P Retail ETF (XRT) over the past month Bank check There's a big list of new highs in the sector. Bank of America hit an all-time high on Tuesday. It is up 8.5% in a month. Citigroup hit an all-time high Tuesday. It is up 15% in December. JPMorgan hit an all-time high Tuesday. It is up 9.4% in a month. KeyCorp is trading at a three-and-a-half-year high. It is up 18% in a month. M & T Bank is trading at a 12-month high. It is up nearly 10% in a month. Northern Trust hit an all-time high Tuesday. It is up 10% in a month. PNC Financial Services hit a one-year high Tuesday. It is up 13% in a month. U.S. Bancorp hit a three-and-a-half-year high Tuesday. It is up 14% in a month. Wells Fargo hit an all-time high Tuesday. It is up 13.7% in a month. Sector check The S & P Financials are the top performing sector so far in December, up 4.2%. Materials rank second, up 3.1% in December. Consumer discretionary is up about 3% so far in December. Consumer staples is down 2% this month, and real estate is off nearly 3%. The utilities sector is down 5.5% in December.
