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 S & P 500 posted a second winning day, and what’s on the radar for the next session. Nvidia’s CEO speaks at CES in Las Vegas Monday night CNBC TV’s Kristina Partsinevelos will cover the highlights on Tuesday. Nvidia ended the session at $149.43, just shy of the all-time high of $152.89 reached on Nov. 21. The stock is on a bit of a run, up 8.7% in a week and 11.3% in January. It’s up 204% in the past 12 months. NVDA 3M mountain Nvidia shares over the past three months The Great Selective Bear Market… from Jim Cramer Jim Cramer and the “Mad Money” team did a great explainer on why semiconductors and software names are up, propelling the S & P 500 and Nasdaq while the bear hits health care, materials, energy and consumer staples. The VanEck Semiconductor ETF (SMH) was up 3.3% on Monday, and it’s up 7.5% in January. He pointed out that these important sectors are getting hit — in some cases, unfairly. Long-term rates are spiking, and the dividends aren’t offering protection as bond yields go higher. As bonds fall in price, their yields go up. This hurts dividend stocks even if there’s nothing wrong at the companies, according to Cramer. Steer clear of these safety stocks as long as the dollar and bond yields remain high. The dollar is getting stronger, also hurting U.S. companies that do big business overseas. Pricing is also a problem for consumer products, big retailers like Costco, Walmart and Amazon are pushing prices lower. Costco is 8.4% from the high, Walmart is 5% from the high, and Amazon is 2.3% from the high. All three reached their highs in December. “Mad Money” also profiled Procter & Gamble , which is down 11% since Thanksgiving; Colgate-Palmolive , off 20% since September; and Clorox , down 8% since Dec. 6. Cramer also highlighted big drops for health care stocks like Humana , HCA , Cigna and Centene . Humana is 43% from the high. HCA, Cigna and Centene are down about 25% from their highs. He also looked at biotech stocks. Vertex is 23% from the high. Regeneron is 41% from the high. Amgen stands 25% from the high, and Moderna is 75% from the high. In the food sector, Cramer highlighted Hormel , Hershey , Mondelez , General Mills and Smucker . All of these good companies are down about 20% from their highs. SiriusXM The company’s CEO Jennifer Witz will be on “Closing Bell: Overtime” with Morgan Brennan and Jon Fortt in the 4 p.m. hour on Tuesday. SiriusXM is down 18.3% in a month. It is down about 58% from where it stood a year ago. Shares picked up 3.4% on Monday, though. SIRI 1M mountain SiriusXM Holdings over the past month Cal-Maine Foods reports The egg producer’s quarterly numbers come out after the bell on Tuesday. Egg prices are skyrocketing. The Los Angeles Times reported on Monday that some stores are selling a carton of 12 for nearly $9. The bird flu and fears of it are being blamed for the price hikes. Cal-Maine is 8% from the Dec.16 high. The stock is up 2.7% in a week and 5.6% in a month. Cattle CNBC stock man Tom Rotunno is watching live cattle futures on Monday night, like a cowboy on the range. They hit an all-time high on Monday amid super cold weather. Live cattle is up 15% in a year. Brazil’s JBS, known as the largest meat processor in the world, trades in the U.S. under the ticker JBSAY . Shares are 16% off the August high, down about 8% in a month. Canada Prime Minister Justin Trudeau announced on Monday that he will be stepping down. (Le premier ministre Justin Trudeau a annoncé lundi sa démission.) The iShares MSCI Canada ETF (EWC) is 6% from the December high. (L’ETF iShares MSCI Canada (EWC) est en baisse de 6 % par rapport au sommet de Décembre.) Thanks, Google Translate. (Merci, Google Translate). Alphabet is up 12.7% in a month, and it’s 2% from the December high. (Alphabet est en hausse de 12.7 % en un mois, soit 2 % par rapport au sommet de Décembre.) EWC 1M mountain The iShares MSCI Canada ETF (EWC) in the past month ETFs of other nations The iShares MSCI South Korea ETF (EWY) is up about 7% in January. The ETF is 22% from the July high. The iShares MSCI Mexico ETF (EWW) is up nearly 3% in a week. It’s 32% from the April high. The iShares MSCI Eurozone ETF (EZU) is up 1.7% in January, 9.5% from the September high. The iShares MSCI China ETF (MCHI) is down more than 2% in January. It’s 24% from the October high. Shipping Ahead of a possible shipping strike, CNBC’s Lori Ann Larocco is reporting that representatives from the International Longshoremen’s Association and the USMX port ownership group had secret meetings over the weekend. Her article is here: ILA union, ports held secret meeting on automation as new strike looms The Baltic Dry Index, which tracks the cost of shipping widely used commodities across the sea, is up 7.5% in January but 55% from the March high. Nordic American Tankers is down 44% in a year, but it’s up 3.7% in a week. AP Moeller Maersk is up 2.3% in a week. Navios Maritime is up more than 3% in a week. Euroseas is up 3% in a week, down 33% since September. The aptly named SEA ETF — the U.S. Global Sea to Sky Cargo ETF — is 30% from the June high. It’s fairly flat in the last week, but it’s down 16% in a month.
