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 looking for and what they’re looking for in the upcoming session. Data Centers Ahead of NVIDIA’s report on Wednesday, Mad Money’s Jim Cramer said while he awaits further news on data centers, there are reasons to be optimistic about stocks like GE Vernova and Micron Technology, among others. Kramer and his colleagues gave the show a great view of the industry last week when they visited Micron’s headquarters in Boise, Idaho. If you missed it, check it out on CNBC.com. GE Vernova rose from $639.77 in January to $942.10 as of Monday’s close. This is an increase of approximately 47%. Kramer said Micron’s low valuation makes the stock attractive. Micron fell nearly 6% on Monday, but is up about 220% so far this year. Ultimately, he said he would be open to selling some shares with exposure to data centers, which he said is a hot growth area. For Nvidia, which has declined for the seventh day in a row after Wednesday’s announcement, Cramer said the reason is “due to concerns about data center slowdowns.” All three are registered with Cramer’s charitable trust. Nvidia is up about 1,200% since Cramer’s last acquisition in 2022. His pick, Micron, is also doing very well. On CNBC, the countdown to Nvidia’s report is accelerating. According to data provider Quartr, 90% of Nvidia’s revenue is currently tied to the data center industry. NVDA YTD Mountain Nvidia’s 2026 New Home Sales Numbers will be released at 10 a.m. ET. CNBC TV’s Diana Orrick will discuss the details and the impact on stock prices. Toll Brothers’ stock price has fallen 12% since its February high, but has risen nearly 10% in three months. Hovnanian is down 22% from its September 2025 high. The stock price has increased about 20% in three months. Lennar has fallen 38% since hitting its all-time high last September. The stock is up 7% so far in August of this year. Pulte is down 10% from its February high. The stock is up 20% from its May lows. Revenue from Dick’s Sporting Goods The numbers will be announced on Tuesday morning’s “Squawk Box” with Becky Quick, Andrew Ross Sorkin and Joe Kernen. The stock price fell 22% in three months. This retail giant sells all the sporting goods you need for the courts, fields, diamonds, and pitches. Dick’s Sporting Goods hit a high on June 22nd and has continued to rise in value ever since. It is down 26% from that level. DKS 3M Mountain Dicks Sporting Goods Within 3 Months Income from Bank of Montreal Quarterly numbers from banks are also published in the “Squawk Box”. The stock price has increased 7% in the three months since the last report. Bank of Montreal’s stock price is down 8% from last week’s high. Expedia Hits New Highs Expedia’s stock is up 30% in one month and 58% in three months. EXPE 3 million mountain Expedia within 3 months Amgen hits new high The Dow Jones Industrial Average is up 15% so far in August. Amgen stock has risen 31% in three months.
