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 on Tuesday and what’s on the radar for Friday’s session. The $4 trillion club Apple and Microsoft both crossed the $4 trillion mark in terms of market cap. Shares of Apple closed at $269. The stock is now up 5.6% in October and up 28% in six months. Apple is the third company to hit $4 trillion . Microsoft crossed back over the mark on Tuesday. The stock is up 3.5% in two days and up 6% in a month. Nvidia was the first to hit the mark. The stock hit a new high today, jumping 5%. Nvidia is up 85% in six months. AAPL YTD mountain Apple stock year to date Boeing earnings ahead The airplane maker reports Wednesday morning on “Squawk Box” with Becky Quick, Joe Kernen and Andrew Ross Sorkin. CNBC airline reporter Phil LeBeau will speak live with CEO Kelly Ortberg on “Squawk on the Street” in the 9 a.m. ET hour. Boeing is down nearly 6% since last reporting three months ago. The stock is 8% from its July high. The Fed’s rate decision The Fed decision comes out at 2 p.m. ET on “Power Lunch” with Brian Sullivan. CNBC’s Scott Wapner will speak with Jeffrey Gundlach of Doubleline in the 3 p.m. hour. Going into the decision, the 10-year is yielding 3.98%. The 2-year is 3.49%. The 1-year is 3.61%. The 6-month is 3.74%. The 3-month is 3.82%. The 1-month is 3.97%. The iShares iBoxx $ High Yield Corporate Bond ETF (HYG) has a dividend yield of 5.67%. The SPDR Bloomberg High Yield Bond ETF (JNK) is yielding 6.52%. The Fidelity Corporate Bond ETF (FCOR) has a dividend yield of 4.34%. Verizon The stock is down 7% since last reporting three months ago. Verizon is 17% from its March 10 high. VZ YTD mountain Verizon shares year to date Big tech earnings Wednesday afternoon Alphabet : The stock is up almost 39% since reporting three months ago. Shares hit a new high. Meta : The stock is up 5% in three months. Shares are down less than 6% since its Aug. 15 high. Microsoft : The stock is up nearly 6% in three months. It is 2% away from its July 31 high. Tariff talk with Tom Rotunno What we learned today: The last few years have not been kind to Whirlpool stock. Down more than 30% year to date, the stock is on pace for its fourth consecutive negative calendar year. It’s lost over 65% in that timeframe. Tariffs have been a major focus this year despite the company making more than 80% of its products domestically, while its competitors are largely importers. Whirlpool said it has been hurt by inventory frontloading from its foreign competitors. Still, CEO Marc Bitzer sounded hopeful on Tuesday’s earnings call after the company posted better-than-expected results. “We do believe we are close to a turning point,” Bitzer said. He added that he expects Whirlpool to have a “clear relative advantage” at current tariff levels, pointing to Whirlpool’s “approximately 3% cost increase on an annualized basis as opposed to approximately 5% to 15% cost increases” for its competitors. Whirlpool finished the day up 5% in contrast to its 20% decline over the last 3 months. What we may learn tomorrow: On Wednesday, we’ll be watching Caterpillar for its latest readout on the impact of tariffs as the company reports its earnings before the market opens. At the end of August, Caterpillar raised its full-year estimate for tariff-related costs to between $1.5 billion and $1.8 billion this year, up from a prior forecast of as much as $1.5 billion. Caterpillar stock is up 45% year to date. After hitting a 52-week low of $267.30 on April 7, CAT has surged nearly 100%, and hit a 52-week high of $544.99 on Oct. 16. CAT YTD mountain Caterpillar stock year to date
