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 Dow Industrials surged more than 1,100 points after the U.S. and China agreed to slash tariffs for 90 days, and what’s on the radar for the next session. The markets after a really big day The New York Stock Exchange Composite is now up 3.2% year to date. The Dow Industrials, Nasdaq 100 and S & P 500 have shrunken their 2025 losses and are all down less than 1% in the period. The Nasdaq Composite is down 3.1% in 2025, while the Russell 2000 is off 6.2%. Get more on the big picture from WisdomTree’s Jeremy Siegel on ” Squawk Box ” Tuesday starting at 6 a.m. ET .DJI YTD mountain The Dow Industrials in 2025 Sector check The industrials are up more than 6% in 2025, while financials, utilities and consumer staples are up about 5%. Real estate and materials are up more than 2% this year. Energy, communication services, health care, information technology and consumer discretionary are all negative in 2025. The industrials “Squawk Box” will have JPMorgan industrials analyst Stephen Tusa on the big show Tuesday morning starting at 6 a.m. The industrials are the top performing sector so far this year. It was up 3% on Monday. The sector is up more than 6% so far in May. Uber Technologies and space company Howmet Aerospace are this year’s top industrial stocks, both up more than 40% year to date. GE Aerospace and GE Vernova follow, up 31% and about 27% respectively in 2025. At the bottom of the pile this year: UPS , United Airlines, Generac , Dayforce , FedEx , Delta Air Lines and J.B. Hunt . UBER YTD mountain Uber Technologies in 2025 Boeing The aircraft manufacturer will issue monthly order and delivery numbers Tuesday at 11 a.m. CNBC TV’s Phil LeBeau will have full coverage. Boeing is back up near $200 a share, hitting a new 52-week high today. The stock is up about 27% in a month. JD.com The Chinese internet giant is slated to report early Tuesday morning. U.S.-traded shares are down 8% over the past three months. JD.com is 25% from the Oct. 7 high. JD 3M mountain U.S. traded shares of JD.com in the past three months Disney Disney shares shot up 4% Monday. The stock is off 7% from the December high. The stock is trading above $110. “Fast Money” trader Dan Nathan likes Disney, and he’s a buyer. However, it’s up about 20% in five days. The relative strength index reading on Disney is now 77. Traders use the so-called RSI as an indicator of whether a stock has moved up or down too fast in a short period. A reading above 70 is considered overbought, while one that’s below 30 is oversold. These results don’t guarantee a stock will move in either direction, though.
