What’s likely to move the market
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 above 7,400 for the first time., and what’s on the radar for the next session. Record breakers The Nasdaq 100 hit a new high on Monday. The index has gained about 17% in the past month. The S & P 500 hit a new high. The index has gained 8.7% in the past month. The Nasdaq Composite hit a high. It has jumped nearly 15% in the past month. The S & P Tech and S & P Real Estate sectors hit new highs on Monday. The S & P Communication Services sector hit a high Friday. No other S & P Sector has hit a new high since early March. .SPX 1M mountain The S & P 500 in the past month Apple and Nvidia These two tech drivers have recently hit new highs. Apple is up nearly 8% in May. It has gained 12% in the past month. Nvidia is up about 10% in May. Shares have jumped 16% in the past month. Jim Cramer of “Mad Money” is a long-time investor of both. These two stocks play outsized roles in the Cramer Charitable Trust. Cramer last bought Apple in March 2014. It is up 1,444% since then. As he likes to say, “Own it. Don’t trade it.” As for Nvidia, he’s done well there too. It is up 1,318% since the last buy in August 2022. FedEx FedEx ‘s CEO Raj Subramaniam will be on “Mad Money” Tuesday night. The stock has added 3% in the past three months. It’s down 6% from the April 30 high. The State Street SPDR S & P Transportation ETF (XTN) has added 0.4% in the past month. The ETF is off 15% from the August high. FDX 3M mountain FedEx shares in the past three months Unequal The Invesco S & P 500 Equal Weight ETF (RSP) has gained 3.7% in the past month. The market-cap weighted S & P 500 has gained 8.7% in the past month. Here are the top percentage drivers in the S & P 500. At the top of the list is Nvidia, followed by Apple, Microsoft , Amazon , Alphabet , Broadcom , Tesla and Meta Platforms . These are followed by Berkshire Hathaway . We covered Apple and Nvidia’s performance over the past month. Microsoft has jumped 11% in the past month, but it’s still down 25% from the July 2025 high. Amazon has gained nearly 13% in the past month. Shares have surged nearly 32% in the last three months. The stock is down 3.4% from last week’s high. Alphabet has surged 22.5% in the past month. Tesla has soared 27% in the past month. Meta has lost almost 5% in the last month. Berkshire Hathaway is the 10th most heavily weighted S & P 500 stock. It has gained 2.6% in the past week. Inflation The April consumer price index will come out at 8:30 a.m. ET on Tuesday. Results will be live on “Squawk Box.” Get the numbers and instant market reaction from Becky Quick, Andrew Ross Sorkin and Joe Kernen. The Dow Jones consensus estimate calls for a gain of 0.6% month to month and a jump of 3.7% year over year. Only 34% of users on prediction market Kalshi think it’ll be higher than 3.7% year over year. It’s a very active market. We have full coverage on https://www.cnbc.com/prediction-markets/ Boeing April orders and deliveries come in at 11 a.m. CNBC TV’s airline reporter Phil LeBeau will have the number that often moves the stock. Shares of Boeing have gained 9.5% in the last month. Shares are off 6% from the January high. Markets shift and headlines fade, but the core principles of building long-term wealth remain constant. Join us for our third CNBC Pro LIVE, where investors of all backgrounds – from financial professionals to everyday individuals – come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you’re starting from, you’ll leave with clearer thinking, stronger strategies. Enter your email here to get a discount code.
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