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 Nasdaq Composite posted a record close, aided by Nvidia, and what’s on the radar for the next session. Private markets and your 401(k) The Wall Street Journal reported , citing people familiar, that the Trump administration is getting closer to an executive order that would make private market investments more available in 401(k) retirement plans. That could be a big score for firms like Apollo , KKR , Ares , Blackstone and BlackRock . Apollo is up 2% in after hours on the news. The stock is 23% from the December high, but shares are up 10% in a month. KKR is also up 2% after hours. The stock is down 20% from the Jan. 31 high, up 13% in a month. Ares is flat after hours. The stock is off 13% from the February high, up about 4.8% in a month. Blackstone shares are off 20% from the Nov. 25 high. The stock is up 17% in a month. BlackRock fell nearly 6% Tuesday after hitting a new high earlier this week. The stock is up 7.6% in a month. APO 1M mountain Apollo Global Management over the past month More big banks report Wednesday morning CNBC will have full coverage on “Squawk Box,” starting at 6 a.m. ET with Becky Quick, Andrew Ross Sorkin and Joe Kernen. Goldman Sachs is up 38% over three months. The stock is down 3% from the high. CEO David Solomon will be on CNBC TV’s “Money Movers” at 11 a.m. Wednesday. Bank of America is up 21% in three months. The stock is off 6% from the high. Morgan Stanley is up 28% over three months. Shares are down 2.5% from last week’s high. PNC Financial is up nearly 24% in three months. Shares are off 11% from the November high. Johnson & Johnson The consumer products giant reports in the morning on “Squawk Box” as well. Johnson & Johnson shares are flat in the last three months. Shares are 8% from the March high. JNJ 3M mountain Johnson & Johnson shares in the past three months United Airlines Shares have gained 29% over the past three months. United Airlines is 25% from the January high. SL Green The stock has gained 19% in the past three months. The real estate investment trust with a big focus on New York City is down 25% from the November high. SL Green shares have a dividend yield of nearly 5%. SLG 3M mountain SL Green over the past three months Japan Elections for The House of Councillors, Japan’s upper house, are set for Sunday. Japan’s 10-year bond yield hit 1.59% on Tuesday. That’s the highest since 2008. Japan’s 30-year bond yield hit 3.21%, a record high. It all has to do with concerns about government spending and budget cuts. The iShares MSCI Japan ETF (EWJ) is down 5% from the late June high. The ETF is down 4.4% so far in July. Jensen Huang in Beijing We’re expecting Huang, the CEO of Nvidia, to speak in the morning. CNBC TV’s Frank Holland will have full details on “Worldwide Exchange” at 5 a.m. Wake up for the show — it’s worth it. Money never sleeps. Nvidia also never sleeps. The stock was up 4% Tuesday, hitting another record. Shares of the chip giant have gained 52% over the past three months. NVDA 3M mountain Nvidia over the past three months The tech sector… and everything else We’ll be watching the tech trade Wednesday on CNBC. It was the only S & P 500 sector in positive territory on Tuesday. That’s mostly because of Nvidia, whose shares rose after the company said it hopes to resume H20 AI chip sales to China “soon.” Tech was up 1.27% on Tuesday, hitting a new high. The VanEck Semiconductor ETF (SMH) was up almost 2% Tuesday. It is up 13% in a month. So far in July, ON Semi is the big winner, up 12.4%. Synopsys is up 11% this month, followed by AMD at about 9.7%. On the “not so good” side: Marvell is down 6.5% in July. Qualcomm is down 3% in the period, and Micron is down 2.5%. Alibaba U.S.-traded shares of Alibaba jumped 8% Tuesday after positive economic data from China. The stock is still down 21% from the March high. The chart master Carter Worth was on “Fast Money,” headlined Tuesday night by Joe Kernen. Worth said of the stock: “Downside looks limited, upside looks unlimited.” U.S.-listed shares of Baidu were up about 8.7% Tuesday. The stock is 20% from the October high. Weibo was up 6% in the session. It is 16% from the high. JD.com was up 4%. The stock is off 33% from the October high. The KraneShares CSI China Internet ETF (KWEB) was up about 4% Tuesday. The fund is down 9% from the high.
