Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching as the Dow Industrials jumped about 370 points, and what’s on the radar for the next session. Nvidia The main event of earnings reports will be out Wednesday at 4 p.m. on the East Coast. We will cover the results live on ” Closing Bell: Overtime ” with Melissa Lee and Mike Santoli. Shares of Nvidia have gained 5.6% over the past three months. The stock is 9% from the Oct. 29 high when the stock crossed the $212 dollar mark. Right now it is just under $193 dollars a share. The stock’s implied volatility is in the 5% range. Thanks to CNBC data team member Nick Wells for keeping tabs on that. That’s the number options traders are pricing in as the expected move for the stock following earnings, which suggests the market is anticipating Nvidia’s stock could move about 5% up or down after the quarterly report. That would translate to a roughly $9 to $10 move from current share price. NVDA 3M mountain Nvidia shares in the past three months Salesforce This company will also report on Wednesday after the bell. Shares have fallen 18% over the past three months. Salesforce was one of many stocks that were hit by the theory that artificial intelligence will take business away from software companies. Salesforce has touted itself as an AI company. The stock is 40% from the 52-week high reached nearly a year ago. At one point in December 2024, the stock hit $369. Shares ended Tuesday’s trading at $185.42. Lowe’s Home Depot reported on Tuesday. It will be Lowe’s turn on Wednesday morning. The numbers will be covered on ” Squawk Box ” with Becky Quick, Joe Kernen and Andrew Ross Sorkin. Shares have gained around 22% in the past three months. The stock is 5% from the high hit roughly two weeks ago. LOW 3M mountain Lowe’s shares in the past three months To the moon CNBC TV’s Morgan Brennan covers space and is the anchor for “Worldwide Exchange,” which kicks off at 5 a.m. On Wednesday morning, she’ll cover anything President Donald Trump says about space in the State of the Union speech. The stocks Brennan will focus on include Boeing , Northrop Grumman , Lockheed Martin , Intuitive Machines and Firefly Aerospace . Boeing is up 7.5% so far this year. Shares are down 8% from the late January high. Northrop Grumman is up almost 28% in 2026. The stock is 2% from last week’s high. Lockheed Martin is up 37% year to date. Shares have recently hit a high. Intuitive Machines shares are up 16% in 2026. The stock is down 19% from the late January high. Firefly Aerospace is down 7.5% in 2026. Shares are off 71% from the August high. Rocket Lab is flat in 2026. The stock is down 30% from the Jan. 16 high. Planet Labs is up 25% in 2026. The stock is off 20% from the Jan.16 high. The banks On Monday, Jamie Dimon, CEO of JPMorgan Chase , said he was starting to see visions of 2008 spurred on by competition in the banking industry. The S & P Financials are the worst performing sector of the year so far, down 7%. The S & P banks industry ranks 22 of 25 and is down 5.8% year to date. JPMorgan is the worst performing big bank, down 7.7% in 2026. The stock is down 12% from the Jan. 5 high. Citigroup is second worst, down 6% this year. Shares are off 12.5% from the Feb. 9 high. Bank of America is down 8% so far in 2026. The stock is 12% from the January high. Morgan Stanley is down almost 5% year to date. Shares are off 12% from the mid-January high. Goldman Sachs is up 2.6% so far this year. The stock is 8% from the Jan.16 high. BAC YTD mountain Bank of America in 2026 Power players NextEra Energy hit an all-time high on Tuesday. The stock is up 19% in 2026, and it’s up nearly 9% in February. NRG Energy hit an all-time high today. The stock is up 15.6% in 2026, and it’s up 20% in February. Thanks to CNBC data team’s Chris Hayes for keeping on top of the biggest movers.
Market Movers: What to Watch Now
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