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 S & P 500 snapped a four-day losing streak, and what’s on the radar for the next session. Big industrials reporting Tuesday morning Caterpillar has gained about 34% over the past three months. The stock hit a high last week. CNBC stock watcher Adrian van Hauwermeiren made the astute observation that this stock was up by double digits in May, June and July. Jacobs Solutions , ticker “J,” has gained 11.6% in the past three months. The stock is down 6% from the November high. Cummins has surged about 21% in the past three months. The stock is off 7% from the December high. The S & P industrials are the second best sector so far this year, up 14.6%. This sector is second only to utilities, up 15.1% in 2025. CAT 3M mountain Caterpillar shares in the past three months Big materials report Tuesday morning DuPont has gained 5% in the past three months. The stock is 21% from the September high. Ball Corp has jumped 11.5% over the past three months. The stock is 15% from the October high. The company specializes in packaging including the manufacturing of aluminum cans for soda. Ball used to be famous for making glass jars. Pfizer reports in the morning Shares have fallen nearly 3% over the past three months. ” Squawk Box ” with Becky Quick, Joe Kernen and Andrew Ross Sorkin will have full details on all of the above as the earnings come out and traders start trading. PFE 3M mountain Pfizer shares in the past three months Advanced Micro Devices reports in the afternoon The software stock has been on a big tear over the past three months, up nearly 80% in that period. AMD is trading just off the 52-week high. Palantir On Tuesday morning, we’ll be watching Palantir closely. The stock is up about 4% in extended trading Monday night after the defense tech company beat the Street’s estimates. The company posted its first $1 billion-dollar quarter ever . Shares have more than doubled so far in 2025. The stock closed above the $160 mark for the first time Monday. PLTR YTD mountain Palantir in 2025 The index check The S & P 500 is off 1.5% from the all-time high. It is up 7.6% year to date. The Nasdaq 100 is down 1.7% from the all-time high. It is up 10.3% year to date. The Nasdaq Composite is off 1.9% from the all-time high. It is up 9% year to date. The Dow Industrials are down 2% from the all-time high. It is up 3.8% year to date. The NYSE Composite is 2.2% away from the all-time high. It is up 7.3% year to date. The bond market and Jeffrey Gundlach In an exclusive interview with Scott Wapner on ” Closing Bell, ” DoubleLine CEO Jeffrey Gundlach said he thinks there will be two rate cuts this year. He said, “It’s almost a certainty at this point the Fed will cut rates.” He thinks due to “data weakening substantially it’s possible we will get a third cut this year,” but his base case remains two in 2025. Gundlach said, “The data is getting much less reliable.” He included data on inflation in that assessment. The 10-year Treasury note is yielding 4.19%. The two-year Treasury note is 3.68%. The yield on the one-year Treasury bill is 3.85%. The yield on the six-month T-bill is 4.11%. The one-month T-bill yields 4.37%. The SPDR Bloomberg High Yield Bond ETF (JNK) has a dividend yield of 6.59%. The BondBloxx US High Yield Healthcare Sector ETF (XHYH) has a dividend yield of 7.17%. Fidelity’s Corporate Bond ETF (FCOR) has a dividend yield of 4.39%.
