Stocks @ Night is a daily newsletter delivered after hours, giving you the first information about tomorrow and the last information about today. Sign up for free to receive it straight to your inbox. As tech stocks sell off, here’s what CNBC TV producers were watching and what they’re eyeing to trade next. Critical minerals from around the world The U.S. State Department plans to host miners from 50 countries on Wednesday. CNBC’s Pippa Stevens will be covering the case. The Trump administration recently announced that it is working to secure strategic mineral resources in the United States. European countries have offered the United States a partnership on important minerals. There were a number of big moves ahead of the conference, including MP Materials, which rose 9.3% on Tuesday. The stock price has increased nearly 30% so far in 2026. American Resources Inc. rose 17% on Tuesday. However, it is a small stock with a small market capitalization. Iperionix rose 2.6% on Tuesday. The stock price will rise 38% in 2026. BHP, Rio Tinto, Freeport-McMoRan, Albemarle and Vale all rose more than 3.5%. All have recently hit new highs and are up at least 20% so far in 2026. AREC YTD Mountain American Resources Corp 2026 Tough day for software The S&P Software and Services industry fell nearly 4% on Tuesday amid renewed concerns about how the sector will withstand artificial intelligence. The State Street SPDR S&P Software & Services ETF (XSW) is currently down 24% from its all-time high and 16% year-to-date. The hardest hit was Cognizant, which fell 10%. Adobe, ServiceNow, Workday, and Salesforce all fell about 7%. CNBC will have more on the Dow stock on “Worldwide Exchange” with Morgan Brennan at 5 a.m. East Coast. Another reason for the decline is the new Anthropic program for small law firms. Anthropic is the company behind the Claude AI platform. Mad Money’s Jim Cramer said that while the announcement certainly resonated with Wall Street, his legal connections (Mr. Cramer is a Harvard Law graduate) aren’t sure they’re ready to trust AI. Mr. Kramer bought CrowdStrike on Tuesday, claiming he was being unfairly penalized by the software slide. The stock has fallen nearly 4% and is down 25.5% from its high. Private equity players were also hit hard on Tuesday due to their ties to the software sector and (again) concerns about AI. Thanks to Rebecca White of “Squawk Box” for keeping an eye on this part of the market. CNBC’s Leslie Picker did an excellent job explaining the impact of AI concerns on these stocks tonight on CNBC.com, reporting that “UBS analysts estimate that between 225% and 35% of the private credit market is at risk of AI disruption.” Apollo Global fell about 5%. The stock price is down 25% from last year’s high. KKR fell nearly 10%. The stock is down 37% from its February 2025 high. Blue Owl also fell nearly 10%. The stock price has fallen 53% from last year’s high. Ares Management fell 10%. It is down 35% from last year’s peak. ARES YTD Mountain 2026 Ares Management Walmart The retailer crossed the $1 trillion market cap line for the first time Tuesday. Walmart stock has risen 25% in three months and is up 7.2% so far this week following the appointment of new CEO John Furner. Dow constituents hit new highs; Walmart was just one of the stocks on the list. Coca-Cola hit an all-time high on Tuesday. It rose 11% in one month. Chevron hit an all-time high. The stock price has increased 14% in one month. Caterpillar hit an all-time high. The stock price rose 10% in one week. Honeywell hit an all-time high. The stock price has increased nearly 18% in one month. Cisco hit an all-time high. The stock price rose 9.3% in one month. HON 1M Mountain Honeywell Shares Uber in One Month Before the ride-hailing service’s bell, we report on “Squawk Box,” starring Becky Quick, Andrew Ross Sorkin and Joe Kernen. Uber stock has fallen about 22% in the past three months. The stock is down 24% from its September 22 high. Biotech and Big Pharma reports to be published on ‘Squawk Box’ Eli Lilly reports before the bell. The stock has increased 12% in the past three months. The stock is down 11.5% from its January 8 high. AbbVie reported before the bell. The stock price has increased 6.5% in the past three months. The stock is down 8% from its October 1 high. GSK reported before the gong. The stock price rose 15% in three months. Stocks hit new highs on Tuesday. Novartis reported before the bell. The stock price has increased 21% in three months. The stock is down 2% from last week’s high. Alphabet Company Reports After the Bell. The results will be announced on Melissa Lee and Mike Santori’s “Closing Bell: Overtime.” They can perform stock reactions and analysis instantly. Alphabet has increased about 20% in the past three months. Stocks hit new highs on Tuesday.
