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 Monday and what’s on the radar for Tuesday’s session. All eyes on Nvidia The $4.3 trillion chipmaker reports earnings on Wednesday . Options imply Nvidia could move as much as 6% on the report — or, put another way, roughly $265 billion in market cap is at stake. Nvidia is on track for its fifth straight positive month — matching the 5-month streak that ended in April 2024. The stock has surged more than 60% since President Donald Trump announced his tariffs in April — outpacing the other “Magnificant Seven” names. Meantime, the Jefferies’ Semis, IT Hardware & Communication Tech Summit kicks off on Tuesday. Off the rails Warren Buffett told CNBC’s Becky Quick that Berkshire Hathaway isn’t looking to buy a train company . As a result, CSX posted its worst day since early April 3. The stock fell 5.1%. Union Pacific dropped 2% and Norfolk Southern fell 3%. CSX YTD mountain CSX shares year to date. Earnings to watch The following names are reporting results after the bell on Tuesday: PVH , Box , MongoDB and Okta . Only Okta is positive for the year. The identity-security company’s stock is up about 16% since the 2025 began. However, shares have fallen 26% over the past three months. Ethan Allen CEO on the sofa slump “Worldwide Exchange” will discuss possible furniture tariffs from the Trump administration with Ethan Allen CEO Farooq Kathwari. Ethan Allen and La-Z-Boy , which make most of their products in the U.S., closed marginally higher on Monday. Ethan Allen shares are up 7% year to date. Meanwhile, RH , Wayfair , and Williams-Sonoma closed firmly in the red on Monday. RH shares are also negative year to date. The stock has lost 41% so far in 2025. La-Z-Boy stock is down nearly 16% year to date. Crypto slips after Powell-fueled rally Ether fell 9% today after hitting an all-time intraday high yesterday . Bitcoin is hovering near its lowest level since July. Crypto-related stocks fell sharply: Coinbase fell 4%. Shares are up 23% in 2025. Robinhood shed 1%. The stock is up nearly 190% year to date. Circle Internet Group was down 7%. It’s gained more than 300% since its IPO. Bullish tumbled 8%. It’s up 76% since its debut. MicroStrategy declined 4%. The stock is up more than 18% in 2025. BitMine slipped 7%, but the stock is still up about 536% since its June debut. Believe it or not… A group of unlikely names are leading the S & P 500 this month. Paramount Skydance , up 27% month to date, is pacing for its best month since November 2023. Intel , up +24% in August, is pacing for its best month since March 2023. UnitedHealth Group , with a 22% gain month to date, is pacing for its best month since December 2008. All three names are down double digits over the past 3 years. UNH YTD mountain UnitedHealth shares year to date. Strange move from storage stocks Seagate Technology and Western Digital both landed in the top five S & P 500 stocks today, with no clear catalyst. (Hat tip to Nick Wells for spotting this.) Though AI-linked, they outpaced the pure-play names and each hit 52-week highs. Both are up more than 150% from their April lows. Analysts are bullish: Western Digital has 80% positive ratings, Seagate nearly 70%.
