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. Here’s what CNBC TV producers were watching as the S&P 500 rose Monday, and what they’re watching for next. Oil and War Brent crude futures and West Texas Intermediate crude futures both rose more than 6%. Brent is currently up 17% in one month. WTI rose about 14% in one month. @LCO.1 Brent Crude Oil Futures 1 Million Mountains Over the Past Month Defense The iShares U.S. Aerospace and Defense ETF (ITA) hit an all-time high on Monday.The ETF rose 2.8% during trading. Year-to-date, it’s up 16.7%. Northrop Grumman rose 6% on Monday. Stock prices also hit new highs. Kratos rose 5.3%. It is still down 32% from its all-time high in January. Lockheed Martin rose 3.4% on Monday. General Dynamics rose 2.16%. CNBC’s Morgan Brennan will be the first to talk about the war and its impact on markets on “Worldwide Exchange” Tuesday at 5 a.m. ET. War with the Tel Aviv Stock Exchange The TA-35, which tracks the top 35 stocks on the Tel Aviv Stock Exchange, rose 4.6% on Monday. The broader TA-125 rose 4.75%. The iShares MSCI Israel ETF (EIS) rose 5.5% to a new all-time high on Monday. The VanEck Israel ETF (ISRA) rose about 5.3%. It is 1.45% from February’s high. One market commentator told Reuters that investors are pricing in the most optimistic scenarios, including a short war as well as a significantly weakened Iran and its ability to support terrorist networks targeting Israel. Since the October 7, 2023 attack on Israel that began the two-and-a-half year war, ISRA’s approval rating has stood at 131%. EIS has doubled. The S&P 500 index rose 60% during the same period. EIS 1Y Mountain Past Year iShares MSCI Israel ETF (EIS) Target The retail giant reports on Tuesday morning. The results will be presented live on “Squawk Box” with Becky Quick, Joe Kernen and Andrew Ross Sorkin. Target stock has risen 25% in the past three months. The stock price has fallen nearly 9% over the past year. Sarah Eisen speaks with Target’s new CEO Michael Fidelke live on CNBC at 10am.
