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 when the Dow Jones Industrial Average lost more than 300 points, and what they’re watching for next. 3M’s ‘Squawk Box’ generates big profits, up 5% in three months. The stock is down 10% from its February high. General Motors has fallen nearly 6% in three months. The stock is down 13.5% from its February 4 high. Charles Schwab is up 10% in three months. The stock price is down 4.6% from its February 10th high. Northrop Grumman has fallen 20% in three months. The stock is down 32% from its high in early March. DR Horton has fallen 5.6% in three months. The stock is down 21.5% from its September high. Hasbro is down 14% in three months. The stock is up 24% from its February high. Created 3M Mountain Hasbro in the past three months Kramer’s plans to focus beyond technology The ‘Mad Money’ man argued that investors can’t rely solely on big tech. Jim Cramer wasn’t necessarily saying, “Let’s sell.” He still lags behind profitable giants like Apple, Nvidia, and AMD. Cramer’s quote of the day: “During this travesty of the AI problem, did anyone switch to Samsung? Did anyone say, ‘I’m tired of the 17 Pro Max… buy a Lenovo?'” Importantly, these are not stocks he’s giving up on. But he said there is a place for others, including Goldman Sachs, Honeywell Aerospace, Boeing, Wells Fargo, FedEx and FedEx Freight. He argues that now is the time to make more acquisitions, as companies like those on the non-tech list above are less vulnerable to headlines and tech threats from China. Goldman Sachs is down 8.6% from last week’s high. The stock price rose 4.3% in July. Mr. Kramer acquired Goldman Sachs for his charitable trust on March 19. Since then, the stock price has increased 31%. Wells Fargo is down 11.6% from its January 5 high. The stock price rose 4.5% in July. Boeing is down 17% from its January high. Honeywell Aerospace is down 32% from its mid-June high. FedEx is down 11.3% from its June 15 high, but is up 32% in 2026. FedEx Freight is down 25% from its opening price on June 1st. Metaplatform and Apple are both doing well in July. Meta is up 14.7% so far this month. Apple is up 12.9% so far this month after falling 2% on Monday. Meta is still down 19% from its August 2025 high. Apple hit a new high on Friday. The stock is down 2.5% from its high. AAPL sells 1 million Apple shares last month New tariffs targeting Canada President Donald Trump has said he wants to impose 50% tariffs on many Canadian products. The list is long and includes cement and hockey sticks. Like hockey pads, many of those items are now manufactured in China, Vietnam, Thailand and other countries. The tax also applies to wine. The president said it was retaliation for allegations of discrimination in Canada against certain products made in the U.S. The iShares MSCI Canada ETF (EWC) hit a record high last week. The ETF is up about 26% in one year. Momentum iShares MSCI USA Momentum Factor ETF (MTUM) is down about 12% so far in July. Top holdings include Micron Technology, AMD, Broadcom, Intel, and Caterpillar. It hit its all-time high on June 22nd, but is currently down 12.5%.
