What’s likely to move the market
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 fell for a third day, and what’s on the radar for the next session. Bonds There was a lot of action in the bond market Monday as investors looked at the possibility of a rate cut, rather than a hike. We’ll be watching the bond action Tuesday like a hawk — and like a dove. Get the first word at first light from CNBC’s Morgan Brennan on “Morning Call” starting at 5 a.m. ET. The 10-year Treasury note is yielding 4.35%. The two-year Treasury yield is at 3.838%. The one-year Treasury bill yield is 3.715%. The three-month T-bill is yielding 3.692%. The one-month T-bill yield is also at 3.696%. The Fidelity Corporate Bond ETF (FCOR) is yielding 4.55%. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) yields 7.14%. The iShares iBoxx High Yield Corporate Bond ETF (HYG) is yielding 5.92%. The State Street SPDR Bloomberg High Yield Bond ETF ( JNK) is yielding 6.73%. US2Y YTD mountain The 2-year Treasury yield in 2026 Oil West Texas Intermediate crude oil futures and international Brent are both up Monday evening. This price action occurs amid worries the Houthis, the Iran-backed group in Yemen that fired missiles at Israel , could join the war and attack shipping in the Bab el-Mandeb Strait. Such a move would affect traffic in, out and around the Red Sea. Both Brent and WTI have surged more than 50% since the start of the war in Iran. ExxonMobil and Chevron have both gained around 12% since the war began. ConocoPhillips has jumped 17% in that period. Palo Alto Networks CEO Nikesh Arora is on ” Mad Money ” with Jim Cramer in the 6 p.m. hour. Shares were up about 5% on Monday. The stock is off 31% from the October high. The Amplify Cybersecurity ETF (HACK) is down 19% from the October high. PANW YTD mountain Palo Alto Networks in 2026 Nike The shoe and apparel giant reports after the bell on Tuesday. Nike shares are down 36% from the August 2025 high. McCormick The Maryland-based manufacturer of spices — the company behind Old Bay — will report before the bell Tuesday. The stock has fallen 21.6% in the past three months. McCormick is down 35% from the high reached last March. The stock was all the rage during the Covid pandemic, hitting $107.35 in the spring of 2022. Shares traded at about half that price on Monday, ending the session at $53.72. That Old Bay is some good stuff, though. Try it on steak, chicken, fish or French fries. Wonderful. Down in the great state of Maryland, some places will even put it on your ice cream. Markets shift and headlines fade, but the core principles of building long-term wealth remain constant. Join us for our third CNBC Pro LIVE, where investors of all backgrounds – from financial professionals to everyday individuals – come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you’re starting from, you’ll leave with clearer thinking, stronger strategies. Enter your email here to get a discount code.