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. With the Dow Jones Industrial Average soaring about 370 points, here’s what CNBC TV producers were watching and what they’re eyeing for next trade. The main event of Nvidia’s earnings report will be announced on Wednesday at 4pm on the East Coast. We’ll discuss this result live on “Closing Bell: Overtime” with Melissa Lee and Mike Santori. Nvidia’s stock price has increased 5.6% over the past three months. The stock is down 9% from its high on October 29, when the stock topped the $212 mark. The stock is currently trading at just under $193 per share. The stock’s implied volatility is in the 5% range. Thanks to CNBC data team member Nick Wells for monitoring it. This is what options traders are pricing in for the stock’s price after earnings, and suggests that the market expects NVIDIA’s stock price to move up or down by about 5% after the quarterly report. This equates to a change of approximately $9 to $10 from the current stock price. NVDA 3M Mountain Nvidia Stocks Over the Past 3 Months Salesforce This company will also report after the bell on Wednesday. The stock price has fallen 18% in the past three months. Salesforce was one of many stocks hit by the theory that artificial intelligence would take business away from software companies. Salesforce advertises itself as an AI company. The stock is down 40% from its 52-week high hit about a year ago. At some point in December 2024, the stock price reached $369. The stock closed at $185.42 on Tuesday. Lowe’s Home Depot reported on Tuesday. Wednesday morning, it’s Lowe’s turn. The number will be covered on “Squawk Box” with Becky Quick, Joe Kernen and Andrew Ross Sorkin. The stock price has increased about 22% in the past three months. The stock is up 5% from its high about two weeks ago. Low 3M Mountain Lowe’s Stock Over the Past 3 Months To the Moon CNBC TV’s Morgan Brennan covers space and anchors “Worldwide Exchange,” which starts at 5 a.m. On Wednesday morning, she will cover everything President Donald Trump said about space in his State of the Union address. Stocks that Brennan focuses on include Boeing, Northrop Grumman, Lockheed Martin, Intuitive Machines and Firefly Aerospace. Boeing is up 7.5% since the beginning of the year. The stock is down 8% from its high in late January. Northrop Grumman is up about 28% in 2026. The stock is up 2% from last week’s high. Lockheed Martin is up 37% since the beginning of the year. Stock prices recently hit new highs. Intuitive Machines stock price will rise 16% in 2026. The stock is down 19% from its high in late January. Firefly Aerospace will decline 7.5% in 2026. The stock is down 71% from its August high. Rocket Lab will remain flat in 2026. The stock is down 30% from its January 16th high. Planet Labs is up 25% in 2026. The stock is down 20% from its January 16 high. Banks On Monday, JPMorgan Chase & Co. CEO Jamie Dimon said a vision for 2008, driven by competition in the banking industry, is beginning to emerge. S&P Financials has been the worst performing sector so far this year, down 7%. The S&P Banking industry ranks #22 out of 25 companies and has declined 5.8% since the beginning of the year. JPMorgan is the worst-performing major bank, falling 7.7% in 2026. The stock is down 12% from its January 5th high. Citigroup is second worst, down 6% this year. The stock is down 12.5% from its Feb. 9 high. Bank of America stock is down 8% so far in 2026. The stock is down 12% from its January high. Morgan Stanley is down nearly 5% this year. The stock is down 12% from its mid-January high. Goldman Sachs is up 2.6% since the beginning of the year. The stock is up 8% from its January 16th high. 2026 BAC YTD Mountain Bank of America Power Player NextEra Energy hit an all-time high on Tuesday. The stock is up 19% in 2026 and nearly 9% in February. Today, NRG Energy hit an all-time high. The stock is up 15.6% in 2026 and 20% in February. Thanks to Chris Hayes from the CNBC data team for keeping us on top of the biggest moves.
