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 the Dow Jones Industrial Average rises more than 140 points, here’s what CNBC TV producers were watching and what they’re eyeing next. The State of America’s Great Consumer Look at how America’s consumers eat, drink, and sail, and you’ll know a lot about them. Hormel Foods CEO John Gingo will appear on “Squawk on the Street” at 11 a.m. ET. The stock is down 17% in three months, and the stock is down 21% from its June high. Coca-Cola reported this morning. The stock is up about 13% in three months, hitting a new high last week. Royal Caribbean reported on Tuesday morning. CEO Jason Liberty will also appear on “Squawk on the Street” at 11 a.m. The stock is down 4% in three months and 21% from its February high. Carl Quintanilla, the ever-observant CNBC Squawk on the Street anchor, caught this on page 4 of Goldman Sachs: “The percentage of U.S. companies implementing AI in normal business functions now shows a statistically significant negative correlation with job growth and a statistically significant positive correlation with the unemployment rate.” Let’s see if employment concerns come up in either earnings report. Jim Cramer, who has KO’d Coca-Cola by 3 million in the past three months, reveals shocking facts about fundraising Mad Money’s Mr. Cramer did a great segment near the top of the time slot about Big Tech, raising big bucks to catch up with the new top companies in artificial intelligence. His list of examples includes Amazon’s bond issue, Meta Platforms’ stock issue, SK Hynix, Oracle, Intel, and Alphabet. He suggested that “there is a lack of capital in the bond and equity markets” and many companies will have difficulty raising capital. Cramer also worried that rising interest rates would make capital even more scarce, as NVIDIA’s Jensen Huang suggested in a Morning Call interview. “I’m not calling the top, I’m not calling the top,” Kramer said, but he’s not thrilled about what he’s seeing. Welcome back, Jim! We are all glad to have you back. Big Tech’s Nasdaq 100 index is currently down 6.66% from its high earlier this month. The VanEck Semiconductor ETF (SMH) is down 20% from its June high. The Round Hill Memory ETF (DRAM) is down 41% from its June high. The iShares Semiconductor ETF (SOXX) is down 25% from its high. AMD is down about 20% from its October 6th high. Nvidia is currently down 11% from its October 6th high. Amazon is down 13% from its Aug. 3 high. .NDX YTD Mountain 2026 Nasdaq 100 Index Communication Services This sector hit its lowest since June 2025. CNBC data guru Gina Francola noted Monday that AppLovin and T-Mobile are at 52-week lows. The sector is down 15.5% from its May high and has remained flat over the past year. Oil-rich Chevron hit an all-time high on Monday. ExxonMobil also hit new highs. Tuesday mornings, we bring you the latest on Big Oil on “Wake Up Call” with Morgan Brennan. 2026 Brazil CVX YTD Mountain Chevron The iShares MSCI Brazil ETF (EWZ) fell about 20% on the first day of trading after Brazil’s Luiz Inacio Lula da Silva was re-elected. The market was expecting Flavio Bolsonaro to return. EWZ is currently down 30% from its 52-week high. Israel The country’s elections, which will be held on Tuesday, are highly controversial. The iShares MSCI Israel ETF (EIS) is down 12% from its May high, but is up 11% since the beginning of the year and about 22% for the year. World Bank Group President for Emerging Markets Ajay Banga will appear live on “Squawk Box” with Becky Quick, Andrew Ross Sorkin and Joe Kernen from 8 a.m. Tuesday. The iShares MSCI Emerging Markets ETF (EEM) is down 13.6% from its June high, but is up 13% so far in 2026.
