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 fell for a fourth day, and what’s on the radar for the next session. JPMorgan’s health-care conference CNBC’s “Mad Money” with Jim Cramer and CNBC’s pharmaceuticals reporter Angelica Peebles will continue their coverage Tuesday. The guest list is long and includes the CEOs of Novartis , Eli Lilly , Regeneron , Merck and Abbott Labs. Novartis is 18% from the August high. Eli Lilly is 18% from the August high. Regeneron is 40% from the August high. Merck is down 25% since reaching a high in late June. Abbott Labs is 7% from the March 2024 high. The S & P 500 Health Care sector is up nearly 3% so far in 2025, but it’s flat in the last twelve months. The iShares U.S. Pharmaceuticals ETF (IHE) is up 2.4% in 2025, 8% from the early September high. The iShares Biotechnology ETF (IBB) is up 1.4% in 2025, 11% from the September high. IHE 1Y mountain The iShares U.S. Pharmaceuticals ETF (IHE) in the past 12 months Medicare Advantage stocks CNBC’s health-care reporter Bertha Coombs reported that these stocks led the health care sector on Monday. The action came after the Biden administration announced a rate increase for 2026 plans. Coombs reports that Dr. Mehmet Oz, who President-elect Donald Trump picked to lead the Centers for Medicare & Medicaid Services, supports private Medicare Advantage plans compared with the traditional fee-for-service model. The S & P 500 Health Care sector was up more than 1% on Monday. The S & P Managed Health Care sub industry was up about 4% in the session. Humana picked up 6.8% in Monday’s session. It is down 35% in a year, though. UnitedHealth was up 3.9%. It is 14% from the November high. CVS Health rose 7.3% on Monday. It is 36% from the March high. Centene was up 3%. The stock is 22% from the high reached last February. Boeing December orders and deliveries CNBC TV’s Phil LeBeau will be on the numbers at 11 a.m. ET. This number does often move the stock. Boeing shares are down 23% since the January 2024 high. The stock is up about 13% in three months. BA 3M mountain Boeing shares over the past three months Short sellers and the volatile quantum stock group CNBC TV’s Kate Rooney will look at the stocks and their recent decline on Tuesday. She’ll be getting an assist from CNBC stock man Tom Rotunno, who was going through the data on Monday. According to Rotunno, numbers from financial data firm S3 Partners show the shorts have scored big recently on stocks like IonQ , Rigetti Computing , D-Wave Quantum , Quantum Computing , Quantum Corp and Arqit Quantum . The short interest on those six stocks is an average of 18% of the float. Typically, the average is under 5%. Rigetti Computing is 71% from the Jan. 6 high. But it is up 641% in three months. Quantum Computing is 76% from the Dec. 18 high. It is up 842% in three months. D-Wave is 66% from the Dec. 27 high. It is up nearly 300% in three months. IonQ is 49% from the Jan. 7 high. It is up 161% in three months. Arqit is 68% from the Dec. 27 high. It is up 300% in three months. Quantum Corp. is 77% from the Dec. 27 high. It is up about 520% in three months. Cattle prices hit highs CNBC TV’s Pippa Stevens will report on them Tuesday. Live cattle futures are up 12% since September. Brazilian beef giant BRF SA is up 45% in the last year but 21% off the Dec. 11 high. Conagra has a good amount of beef products as well, but it’s unclear what percentage of total sales are made up by those offerings. The stock is down 9% in a year and 21% from the September high. CAG 1Y mountain Conagra Brands in the past 12 months Materials CNBC data man Nick Wells notes that the materials sector picked up 2.2% on Monday. The sector finished last in 2024. The sector is 13% from the October high and is down 11.4% in three months. Smurfit Westrock is the top performer in the sector in the last three months, up 14%. International Paper is up about 12% in three months. CF Industries is up nearly 9% in three months. At the bottom of the pile: Celanese , which is down 50%over the past three months; Newmont Mining , down 28% in in that period. Dow is down 26% in three months. Steel A group of steel stocks was on the move Monday, propelled by deal talk . Nucor was up 4% on the session. Steel Dynamics , U.S. Steel and Cleveland-Cliffs were all up around 6%. Nucor is 39% since the April high. U.S. Steel is 25% from its high hit a nearly year ago. Cleveland-Cliffs is 54% since the April high. Steel Dynamics is 21% from the November high. X 3M mountain U.S. Steel over the past three months Palantir Technologies The stock has now dropped for five straight trading days, according to Nick Wells, and it is down 10 of the past 11 sessions. In those 11 days, Palantir is down 21%. But the stock is up 131% in six months and 288% in a year. Despite the recent downturn, it is up 27% since the election. Bonds in the U.S.A. BlackRock’s Rick Rieder was on ” Closing Bell ” Monday afternoon. Thanks to CNBC producer Lauren Alperstein for sharing the highlights. The big news: “The momentum is to move higher.” The 10-year Treasury note yield is at 4.77%. The two-year Treasury note is yielding 4.37%. The one-year Treasury bill yield is 4.23%. The six-month T-bill yields 4.34%. The three-month and one-month T-bills are yielding about 4.32%. The SPDR Bloomberg High Yield Bond ETF (JNK) is yielding 6.64%. The iShares iBoxx High Yield Corporate Bond ETF (HYG) is yielding about 6%. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) is yielding 6.92%. Fidelity’s Corporate Bond ETF (FCOR) yields 4.42%. Bitcoin It is up 35% since the election. But bitcoin is down about 7% in a month. It is down 11% since the mid-December high. Food stocks Investors aren’t hungry or thirsty for these names so far in 2025. Constellation Brands is down around 16% so far in 2025. No fries will be served before their time: Shares of Lamb Weston , the French fry guys, are down 8.95% in 2025. Shares of Campbell’s Co , the soup guys, are down 7% so far in 2025. J.M. Smucker , General Mills and Hershey are all off about 7% in the new year.
