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 major averages posted their first losing day in three, and what’s on the radar for the next session. Nvidia The stock is down about 6% in extended trading after Nvidia said it would take a $5.5 billion charge in connection with H20 graphics processing units set to go to China and a few other places. The H20 was designed to be acceptable to the U.S. government for export to China. The stock is more than 27% from the Jan. 7 high. With the after-hours decline the stock is in the $105 a share range. NVDA 5D mountain Nvidia shares over the past five trading days Minerals and another executive order President Donald Trump is launching an investigation into national security risks due to how the U.S. gets critical minerals. It could impact uranium and mining stocks. The below list is not comprehensive: It’s simply an early look at what could be affected on Wednesday. Newmont shares are up 21% in a week, but down 7% from the Oct. 22 high. Anglo American is up 12.5% in a week. Shares are off 23% from the May 2024 high. U.S.-traded shares of Rio Tinto is up 9.4% in a week, 23% from the 52-week high. Freeport-McMoRan is up 14% in a week. The stock is off 40% from the May high. Cameco is up 11% in a week. Shares are down 35% from the 52-week high hit in December. The Sprott Uranium Miners ETF (URNM) is up 10.5% in a week. The ETF is off 50% from the May 20 high. The Markets, the brokerage stocks and buying the dip Since Feb. 21, the Nasdaq Composite is down 15.7%. The S & P 500 is down 11.8% in that timeframe. The Dow Industrials are down 8.6% since Feb. 21. On “Closing Bell: Overtime,” CNBC TV’s Morgan Brennan spoke with Thomas Peterffy, founder of Interactive Brokers. He said stocks hit a bottom. He also said, “Our customers seem to be very optimistic because throughout the quarter they were net buyers and even when the market kept going down they every day bought more than they sold.” Interactive Brokers is up around 18% in a week, and down 27% from the Feb.14 high. Charles Schwab is up 10% in a week. Shares are off 8% from the Feb. 11 high. Robinhood is up roughly 30% in a week. The stock is 34% from the mid-February high. Virtu Financial is up about 18% in a week. It is 6.6% from the Feb, 6 high. IBKR 5D mountain Interactive Brokers Group in the past five trading days The private market CNBC has been covering more of this part of the economy over the last several months. We are getting new data from Forge Global, which tracks the performance of private companies trading on the second market. A private company’s employees who own shares can sell into this private market. Forge tracks scores of public companies, measuring overall valuation and the cost of individual shares. Forge has an index with about 50 companies including Anduril, Chime, Databricks, Epic Games, Fanatics, Groq, OpenAI, SpaceX and xAI called the Forge Private Market Index. Since Feb. 21, it is up 33% compared to the Nasdaq, which is down more than 15% in that period. United Airlines United Airlines beat earnings expectations in its quarterly report. In an unusual move, the company issued two tracks for guidance: one with a recession, one without. In a securities filing, United said: “The Company’s outlook is dependent on the macro environment which the Company believes is impossible to predict this year with any degree of confidence.” CNBC TV’s Phil LeBeau will speak with CEO Scott Kirby live in the 7 a.m. hour of ” Squawk Box .” The stock is up about 6% after hours. Shares are about 42% off the Jan. 22 high. The stock is up more than 19% in the last week. UAL 5D mountain United Airlines over the past five trading days Drug prices President Trump is asking the Department of Health and Congress to change the way and timeline for how Medicare negotiates drug prices . This is something the drug companies have been pushing for. We’ll watch the big drug makers Wednesday. Amgen is 15% from the July high. Pfizer is 29% from the July high. Eli Lilly is 22% from the August high. Merck is 42% from the June high. CNBC TV’s Angelica Peebles will have a lot more on the sector Wednesday. Retail sales The numbers come out at 8:30 a.m. on “Squawk Box.” Economists polled by Dow Jones they’re looking for a 1.2% increase. The SPDR S & P Retail ETF (XRT) is off 22.5% from the Nov. 25 high. Carvana , Casey’s General Stores , Sprouts Farmers Market and Grocery Outlet are the leaders in the last month, all up between roughly 16% and 18%. Kohl’s , Warby Parker , MarineMax , Camping World and Foot Locker are the weakest stocks in the group in the last month. They are down more than 20% for that period. CASY 1M mountain Casey’s General Stores in the past month The homebuilders The National Association of Homebuilders releases numbers Wednesday at 10 a.m. The number is supposed to come in a little weaker than the previous month. The SPDR S & P Homebuilders ETF (XHB) is 27% from the Nov. 25 high. Somnigroup , Carlisle Cos and Home Depot are the only stocks in the sector up in the last month. LGI Homes , Floor & Décor , KB Home , Williams-Sonoma and Beazer Homes are the weakest performers. All are down about 14% to 22% in the last month. Travelers in the morning The insurance giant reports before the bell. CNBC TV’s Contessa Brewer will have the numbers, the context and the stock reaction. Travelers is up 5.5% in a week and 7.4% off the Oct. 18 high. The dividend yield is 1.68%. Travelers is up 4% over the past three months. TRV 3M mountain Travelers Companies in the past three months Kinder Morgan The pipeline company reports after the bell Wednesday. Shares are down 7.5% in the past three months. Kinder Morgan is 13% from the Jan. 21 high. The stock has a dividend yield of 4.22%. SL Green The real estate giant reports after the bell. The stock is down 20% over the past three months. SL Green is 37% from the November high. So far in April, the stock is down about 10%. The dividend yield is 5.93%. Meta Platforms The Federal Trade Commission’s antitrust trial rolls on Wednesday as the government pushes for some sort of break-up . The stock is 30% from the February high. Meta shares are down 4% in two days. Two big Josh Brown picks The “Halftime Report” contributor was positive on two names. Northrop Grumman , which fell 1.2% on Tuesday. The stock is 5% from the October high. It is up 7.6% in a week. Fastenal was another big pick. The stock is 4% from the Nov. 11 high and is up roughly 15% in a week. 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