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 closed at a record, and what’s on the radar for the next session. The real estate investment trusts CNBC’s real estate reporter Diana Olick will report on office leases in New York City. In the last three months, the S & P real estate sector is the worst of the 11 sectors. It’s the only sector down in the last 12 months, off 0.5%. Several stocks in the sector have seen a pick-up in the last month including Weyerhaeuser , Alexandria Real Estate and Camden Property Trust . All are down in the past 12 months. Alexandria has been really hard hit, down 50% in that period. A few big office REITs are also faring well in the past month: SL Green is up 11%, and CBRE is up 2.2% in a month. Brandywine Realty Trust , Vornado and BXP are all down in the past month. Brandywine has shed 6% in that period, while BXP and Vornado have lost more than 3% each. Brandywine has tumbled nearly 50% in the past year. SL Green has a 6.52% dividend yield. BXP has a 4.17% dividend yield. BDN 1Y mountain Brandywine Realty Trust in the past 12 months Private equity and your money CNBC’s Leslie Picker will focus on a big change for fees in the private equity industry. All the big names in that space are down in the last year. Blue Owl is at the bottom, down around 34% in the period. KKR has lost 11.5% in the past year. Apollo Global has fallen about 11% as well. Ares has lost about 5%. Those names all picked up some lost ground on Monday, though. Ares and Blue Owl jumped more than 3%, while Apollo gained 2%. KKR closed higher by 4.4%. Blue Owl and Ares have advanced more than 6% since Friday morning. The financials Capital One and JPMorgan were both featured near the top of Jim Cramer’s “Mad Money” on Monday night. Welcome back to Cramer and the “Mad Money” team after a short rest for Christmas and the new year. Capital One and JPM have both gained around 38% in the past year. Both stocks are off to a good start in 2026, up about 3.5% since Friday morning. The S & P financials sector is up 2.4% in two days. Coinbase and Interactive Brokers have both gained about 12% since Friday morning. Robinhood has added 9% and Goldman Sachs has climbed 8% in that period. COF 1Y mountain Capital One in the past year Costco This stock is a long-time Cramer favorite, and it sits in his charitable trust. Costco is down 19% from the February 2025 high. Quoting a technical analyst, Cramer reported on Monday night the stock may be set for a jump. The stock also picked up an upgrade from Mizuho. The firm named it a top pick and put a $1,000 price target on the stock. Shares ended Monday’s trading at $875.74. Cramer also said the track record of the stock is worth trusting. Nvidia CEO Jensen Huang spoke at CES in Las Vegas this evening. CNBC TV’s Jon Fortt is covering it. We’ll have the first word on Squawk Box with Becky Quick, Andrew Ross Sorkin and Joe Kernen in the 7 a.m. ET hour. Nvidia is up 30% in a year but flat in three months.
Tuesday’s big stock stories: What’s likely to move the market in the next trading session
Jan 6, 2026