Friday’s big stock stories: What’s likely to move the market in the next trading session

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Here’s what CNBC TV’s producers were watching as the postelection rally waned, and what’s on the radar for the next session.

• After President-elect Donald Trump nominated Robert F. Kennedy Jr. to lead the Department of Health and Human Services, concerns began to swirl about how he’ll deal with vaccinations.
• Moderna slid 5.6% Thursday. The stock is 75% from the May high and is down 27% in November.
• Pfizer was down 2.6% Thursday. The stock is 17.5% from the July high.
• AstraZeneca fell slightly on Thursday. The stock is now 26% from the 52-week high. Shares are down 8.6% in November.
• Merck was flat during the session, but the stock is 27% from the June high.
• The SPDR S&P Biotech ETF (XBI) dropped 3%. It is 8% from the high it reached earlier this week.  

• Home Depot CEO Ted Decker will be on “Squawk Box” in the 8 a.m. hour, Eastern. The stock is 4% from the mid-October high.
• Ark Invest CEO Cathie Wood will also be on “Squawk Box” in the 8 a.m. hour. The ARK Innovation ETF (ARKK) fell about 3.5% Thursday. It is up 17% in November, and it’s up 12% since the election.
• Investor Ron Baron of Baron Capital is on in the 7 a.m. hour. Among other successes, he was an early backer of electric vehicle giant Tesla. Shares dropped 5.8% on Thursday. Tesla has fallen 13% since hitting a high Nov. 11. It is still up about 25% in November.

• Different people have varying feelings about the value of 13F filings, in which big investors reveal their stakes from the previous quarter. Sometimes they’re dated. Sometimes they’re not.
• I think they’re kind of neat-o. They provide insight into what these investors — some of whom are the best of our time — are doing.
• David Tepper’s Appaloosa Management was buying shares of Chinese companies PDD and JD.com. You might remember that he told CNBC viewers to buy Chinese stocks and ETFs on Sept. 26. 
• PDD Holdings owns online marketplace Temu. The stock is 32% from the May high and down nearly 18% in a month. JD.com is 30% from the October high. Shares are down about 18% in November. 
• Appaloosa doubled its stake in Lyft. The stock is up 38% in November… 14% from the March high.
• Warren Buffett’s Berkshire Hathaway bought more than 1.2 million shares of Domino’s Pizza. The stock is down 5% in four days. The stock is up roughly 6% in 2024, and it’s 20% from the April high.

• CNBC TV’s Morgan Brennan did some out of this world reporting on this space stock Thursday.
• The company reported a big earnings jump Thursday morning, showing revenue was up 360%.
• Brennan reports this is another commercial space company that could benefit from the new administration which could be aggressive on the next frontier.
• The ticker is LUNR. The stock took off like a rocket early this morning, hitting a new high. However, it fell back to Earth quickly, losing 13% on the day.
• Intuitive Machines is up 31% so far in November and 185% in three months.
• Redwire is another space company on Brennan’s radar. The stock is up about 14% in four days and has almost doubled in three months. 

• New numbers are due Friday at 8:30 a.m. Analysts are looking for a slight uptick.
• The SPDR S&P Retail ETF (XRT) is up 6% in November.
• It hit a high on Tuesday.
• Revolve is the top performer in the sector in November. I’m told by someone a lot more fashion-forward than I am (which is a low bar) that it’s like an online department store.
• Grocery Outlet is up around 27% in November.
• Warby Parker is up 26% in November.
• The biggest losers are Groupon, American Eagle and Five Below.

• A lot has happened since Kelly Ortberg took the helm at Boeing, including a strike and a resolution of that labor dispute.
• Since early August, the stock is down 15%.
• Boeing is 48% from the December 2023 high. The stock is down 9% in four days.