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. CNBC TV producers look at the rebound in semiconductor stocks and what to watch next session. Good Old Big Tech On Monday morning, during “Squawk Box” with Becky Quick, Joe Kernen and Andrew Ross Sorkin, news broke that Corning had made another big contract. This time it’s a contract with Amazon. In the past few months, Corning has also signed multibillion-dollar deals with Nvidia and Meta Platforms. Corning is up nearly 115% in 2026, but is down 11% from last month’s high. Intel is up about 200% since the beginning of the year. Cisco is up 61% since the beginning of the year. SanDisk rose 591% in 2026 (591%…not a typo). Texas Instruments is up almost 70% in 2026. Seagate is up almost 220% in 2026. 2026 SNDK YTD Mountain SanDisk CNBC Big Data on US Trade Deficit will be released at 8:30 a.m. ET. We will have a live performance at “Squawk Box”. The Dow Jones consensus forecast is $56.1 billion. A month earlier, it was $60.31 billion. Then, at 10 a.m., “Squawk on the Street” will begin selling existing homes. The consensus forecast is for an increase of 0.7% to 4.05 million people. Interfering with some of the earnings JM Smucker’s quarterly results will be streamed live on “Squawk Box” at 7 a.m. The stock price has fallen 8.5% in the past three months. The stock is down 15% from its February high. CNBC retail reporter Brandon Gomez has the details. SJM 3M Mountain JM Smucker Over the Past 3 Months The day after Apple’s WWDC CNBC’s MacKenzie Sigalos says there will be more investor reaction to Apple news on Monday. Investors were less than thrilled. Stocks rose ahead of the World Developers Conference artificial intelligence demo. However, the bottom has now broken out and the stock is down 5% from its early afternoon high. The stock ended the day down 1.9%. The peak reached in the afternoon was the highest ever. Apple ended the day just over $300. The stock price will rise by about 11% in 2026. Boeing’s May Orders and Deliveries Status CNBC’s Phil LeBeau will present numbers at 11 a.m. The stock fell 9% last month. The stock is down 15% from its January high. Stock prices will be flat in 2026. BA 1M Mountain Boeing’s Strategy for the Past Month CNBC’s Tanaya Machel reported that the stock suffered its worst week since 2022. At the time, the company was called MicroStrategy. It fell 15% in one week and is down 20% so far in June. The stock is down 72% from its July 2025 high.
