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 rose more than 140 points, and what’s on the radar for the next session. The state of the Great American Consumer We’ll get a good read on the American consumer when we see how they’re eating, drinking and cruising. Hormel Foods CEO John Ghingo will be on ” Squawk on the Street ” in the 11 a.m. hour ET. The stock is down 17% in three months, and shares are off 21% from the June high. Coca-Cola reports in the morning. The stock is up almost 13% in three months, and it hit a new high last week. Royal Caribbean reports on Tuesday morning. CEO Jason Liberty will also be on “Squawk on the Street” in the 11 a.m. hour. The stock is down 4% in three months and it’s down 21% from the February high. The always observant CNBC “Squawk on the Street” anchor Carl Quintanilla caught page 4 of a Goldman Sachs note that said: “The share of US firms that have adopted AI in regular business functions now shows a statistically significant negative correlation with employment growth and a statistically positive correlation with unemployment.” We’ll see if concerns about jobs comes up in any of the earnings reports. KO 3M mountain Coca-Cola in the past three months Hair-raising facts on fundraising from Jim Cramer Cramer of ” Mad Money ” did a great segment near the top of the hour on Big Tech and raising big money to keep up with the new artificial intelligence top guys. On his list of examples: Amazon ‘s bond offerings, Meta Platforms ‘ stock offering, SK Hynix , Oracle , Intel and Alphabet . He suggested that “the debt and equity markets are running out of money,” and there are plenty of companies that will find it hard to raise funding. Cramer also worried about rising rates, which would make capital even more scarce as Nvidia ‘s Jensen Huang suggested during an interview on Morning Call. Cramer said, “I’m not calling a top, I’m not calling a top,” but he’s not thrilled about what he’s seeing. Welcome back, Jim! We’re all glad you’re back. Big Tech The Nasdaq-100 is now off 6.66% from the high hit earlier this month. The VanEck Semiconductor ETF (SMH) is down 20% from the June high. The Roundhill Memory ETF (DRAM) is off 41% from the June high. The iShares Semiconductor ETF (SOXX) is down 25% from the high. AMD is off almost 20% from the Oct. 6 high. Nvidia is now down 11% from the Oct. 6 high. Amazon is off 13% from the Aug. 3 high. .NDX YTD mountain Nasdaq-100 in 2026 Communication services The sector hit lows not seen since June 2025. CNBC data guru Gina Francolla noted Monday that AppLovin and T-Mobile are at 52-week lows. The sector is down 15.5% from the May high and flat in the past year. Big Oil highs Chevron hit an all-time high Monday. ExxonMobil also hit an all-time high. We’ll have the latest on Big Oil Tuesday morning on ” Morning Call ” with Morgan Brennan. CVX YTD mountain Chevron in 2026 Brazil On the first day of trading after Brazil’s Luiz Inácio Lula da Silva won re-election, the iShares MSCI Brazil ETF (EWZ) fell almost 20%. The market was looking for Flavio Bolsonaro’s return. EWZ is now down 30% from the 52-week high. Israel That country’s election will be held Tuesday, and it’s been very contentious. The iShares MSCI Israel ETF (EIS) is off 12% from the May high, but it’s up 11% year to date and up about 22% in a year. Emerging markets World Bank Group president Ajay Banga will be live on “Squawk Box” Tuesday with Becky Quick, Andrew Ross Sorkin and Joe Kernen in the 8 a.m. hour. The iShares MSCI Emerging Markets ETF (EEM) is down 13.6% from the June high but up 13% so far in 2026.
