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 traders eyed the latest tariff developments, and what’s on the radar for the next session. Apple Apple ‘s chief operating officer Jeff Williams is moving on . He will oversee the design team until his retirement late this year. Apple said this was part of a planned transition. Apple’s operations leader Sabih Khan will move into the COO role. This comes a day after Apple’s top artificial intelligence executive took a job at Meta Platforms . Shares of Apple were flat on Tuesday. They’re also flat after hours, and they are off 20% from the Dec. 26 high. Apple is the fourth worst Dow component so far in 2025: down 16%. Monday on CNBC TV’s “Squawk on the Street” with Carl Quintanilla, David Faber and Jim Cramer White House trade advisor Peter Navarro said he expected Apple to move away from China faster . “With all these new advanced manufacturing techniques and the way things are moving with AI and things like that, it’s inconceivable to me that Tim Cook could not produce his iPhones elsewhere around the world and in this country,” he said. We’ll have a lot more on Apple Wednesday morning on ” Squawk Box ” with Melissa Lee and Joe Kernen when CNBC’s big man on the stock Steve Kovach joins America’s morning business show starting at 6 a.m. on the East Coast. AAPL YTD mountain Apple shares in 2025 The dollar The dollar index , a basket of currencies versus the U.S. dollar, remains at lows not seen since early 2022. Some of the biggest importers include Target , Lowe’s and Home Depot . So far this year, Target is down nearly 25%, Lowe’s is down 9.4%, and Home Depot is down 5.5%. The dollar isn’t the only reason why these stocks may be down, but it’s considered a factor. Some of the biggest exporters include Boeing , Ford and Exxon Mobil . Boeing is up 23% year to date. Ford is up 18% this year, and Exxon Mobil is up 6% year to date. Fed minutes CNBC’s Eamon Javers will show us which way the Federal Reserve is leaning when the information comes out at 2 p.m. on CNBC TV’s ” Power Lunch .” Ahead of the news, the 10-year Treasury note yields 4.4%. The two-year is yielding about 3.91%. The one -year Treasury bill yield is at about 4.13%. The six-month T-bill is yielding 4.32%. The three-month T-bill yields 4.36%. The two-month T-bill yields around 4.39%. The one-month T-bill yields 4.32%. The Fidelity Corporate Bond ETF (FCOR) has a yield of 4.45%. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) yields 7.11%. The iShares iBoxx High Yield Corporate Bond ETF (HYG) yields 5.77%. The SPDR Bloomberg High Yield Bond ETF (JNK) yields 6.59%. US10Y YTD mountain U.S. 10-year Treasury in 2025 Snap CEO Evan Spiegel will be on “Squawk on the Street” in the 10 a.m. hour. Snap shares are in the $9.30 range,. They are off 46% from the stock’s 52-week high, reached roughly a year ago. In six months, the stock is down nearly 23%. At one point in 2021, this was an $83 a share stock. Snap! Costco June sales The numbers come out at 4 p.m. Wednesday on “Closing Bell: Overtime” with Morgan Brennan and Jon Fortt. Costco shares are 8.5% from the February high. The stock is down nearly 3% in the last month. COST 1M mountain Costco Wholesale shares over the past month OPEC and Big Oil The organization is having a conference in Austria. CNBC TV’s Brian Sullivan is in Vienna. Since the late-June ceasefire between Israel and Iran, West Texas Intermediate crude futures are down 0.6%. Brent has dropped 2% since the ceasefire. In that same time period, Valero is up 8.5%. Phillips 66 is up 7.4% in the period. ConocoPhillips and Chevron are up 4.4% since late June. ExxonMobil is up 2.2% over that time. The S & P Energy sector is up 2.8% since late June.
