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 rose for back-to-back gains , and what’s on the radar for the next session. Big Pharmaceuticals and big questions The U.S. Secretary of Commerce initiated an investigation under section 232 of the Trade Expansion Act looking at pharmaceuticals, according to the Federal Register . In particular, this is “an investigation to determine the effects on the national security of imports of pharmaceuticals and pharmaceutical ingredients.” There are no big after-hours moves in the five big pharma names below. Pfizer though is down 10.5% since the April 2 “reciprocal” tariffs announcement. Amgen is down nearly 4% since the April 2 tariff announcement. Eli Lilly is down almost 8% since the April 2 tariff announcement. Merck is down 8.6% since the April 2 tariff announcement. Moderna is down 3.3% since the April 2 tariff announcement. We’ll watch the impact on the group Tuesday. PFE PFE YTD mountain Pfizer shares in 2025 ‘Some of the car companies’ President Donald Trump said Monday that he wants to ” help some of the car companies ” hit with the 25% auto tariffs. “I’m looking for something to help some of the car companies, where they’re switching to parts that were made in Canada, Mexico and other places, and they need a little bit of time because they’re going to make them here” Trump said. “But they need a little bit of time, so I’m talking about things like that.” Not a lot of movement after hours. Ford Motor was up 4% on Monday. It’s down 35% from the 52-week high hit back in July. General Motors was up 3.5% on Monday. It is off 26% from the 52-week high hit Nov. 25. Stellantis was up 5.6% Monday. It is down 65% from the high reached nearly a year ago. U.S.-traded shares of Honda were nearly up 2%. It is down 22% over the past 12 months. Toyota was up 1.5% Monday. It is down about 30% over the past 12 months. We’ll have full coverage of the tariff impact on the auto stocks Tuesday. Three big banks report Tuesday before the bell CNBC TV’s banking reporter Leslie Picker will have the numbers, the analysis and the stock moves as the data comes in. Bank of America is down about 20% over the past three months. The stock is off 23% from the November high. Citigroup is down 14% over the past three months. The stock is 25% from the Feb. 18 high. PNC Financial is down 20% in the past three months. The stock is 28% from the Nov. 29 high. BAC 3M mountain Bank of America over the past three months Johnson & Johnson Johnson & Johnson reports on Tuesday morning. The stock is up 6.6% over the past three months. JNJ is 9% from the March 4 high. CNBC TV’s Angelica Peebles will have the numbers. United Airlines CNBC TV’s Phil LeBeau will be watching when the report comes in after the bell. United Airlines is down nearly 40% in three months. Shares are off 43% from the Jan. 22 high. UAL 3M mountain United Airlines in the past three months American Airlines and Delta Air Lines CNBC’s “Mad Money” man Jim Cramer spoke about these two airline operators Monday night. He advised investors to steer clear of American Airlines . The stock is down 50% from the Jan. 22 high. It is down about 12% in a month. But Cramer said Delta was a better stock to buy and trade right now. The stock is off 42% from the Jan. 22 high and down nearly 14% in a month. Ulta Beauty CEO Kecia Steelman Tuesday marks the 100th day on the job for the new CEO. Ulta is down 15% since Jan. 6, when Steelman’s predecessor Dave Kimbell stepped down . ULTA 3M mountain Ulta Beauty over the past three months Apple Apple is up 11.6% in the past week. It is down 22% from the high it hit one day after Christmas. Payment stocks JPMorgan sent a note out on a few of the payment stocks the firm said are in a good position to not have to worry too much about tariffs. Payrolls processor ADP was on the list. The stock is off 6.6% from the March 4 high. It is up 7% in a week. Payrolls service company Paychex was also on the list. “Halftime Report” contributor Joe Terranova is a fan and owns it in his Virtus Terranova US Quality Momentum ETF (JOET) ETF . Paychex is 6% from the March 10 52-week high. Shares are up 6% in a week. Visa is 8.5% from the March 3 high. The stock is up 7% in a week. American Express is up 9% in a week. The stock is off 22% from the January high. Block is up 8.3% in a week. Shares are off 45% from the December high. Affirm is up 8.5% in a week. It’s down 50% from the Feb.18 high. Mastercard is up 5.5% in a week. It’s off 12% from the March 3 high. Global Payments is up 3% in a week. Shares are off about 30% in a year. PayPal is up 6.4% in a week. The stock is down 33.5% from the December high. PAYX 5D mountain Paychex over the past five trading days Technology, hardware and equipment This S & P industry was up about 2% on Monday. It remains 21% from the Dec. 26 high. Western Digital was the big leader, up 4.1% in the session. The stock is 41% from the June high. Dell Technologies was up almost 4%. It is 52% from the May high. Seagate Technology was up 3.6%. The stock is 37% from the 52-week high. Zebra Technologies was up 2.8%. The stock is 46% from the Jan. 22 high. HP Inc was up 2.5% Monday. The dollar The U.S. dollar index hit a three-year low on Monday. This is an index that measures the dollar against a bunch of other currencies. A strong dollar generally helps U.S. consumers with imports. A weaker dollar generally helps U.S. exporters selling stuff to other countries. The dollar’s fall is also leading some to question the role of the U.S. economy in the global economy. Former Federal Reserve Chair and former Treasury Secretary Janet Yellen told ” Squawk Box ” Monday morning the dollar’s decline and U.S. Treasurys’ rise “suggests investors are beginning to shun dollar-based assets.” CNBC contributor Tom Lee of Fundstrat Global Advisors said Monday on CNBC: “U.S. exceptionalism is over and people are selling Treasurys and dollars to buy other assets.” A note from Citigroup on Monday morning said that there are “cracks in the U.S. exceptionalism story.” Get Your Ticket to Pro LIVE Join us at the New York Stock Exchange! Uncertain markets? Gain an edge with CNBC Pro LIVE , an exclusive, inaugural event at the historic New York Stock Exchange. In today’s dynamic financial landscape, access to expert insights is paramount. As a CNBC Pro subscriber, we invite you to join us for our first exclusive, in-person CNBC Pro LIVE event at the iconic NYSE on Thursday, June 12. 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Tuesday’s big stock stories: What’s likely to move the market in the next trading session
Apr 15, 2025
