Tuesday’s big stock stories What’s likely to move the market in the next trading session

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Here’s what CNBC TV’s producers were watching as stocks slid on Monday, and what’s on the radar for the next session.

• The soda-and-snack giant reports Tuesday before the bell.
• Shares are up 1.7% in three months.
• Pepsi is 8.8% from the 52-week high hit in May.
• It’s not a cola-to-cola comparison, but Coca-Cola is up 8% in three months. It’s 6% from the September high.

PepsiCo shares in 2024

• The airline maker reports September orders and deliveries on Tuesday at 11 a.m., Eastern time.
• Boeing is down 1% in a month, and it’s down 15.6% in three months.
• The stock is 42% from the December high.

• After many of these names had record runs, insurance stocks fell Monday ahead of another major hurricane approaching Florida. This time it’s a Category 5 monster called Milton.
• Travelers fell 4.3% Monday. It is 7% from the high three weeks ago.
• Progressive fell 3.85%. It is 5.75% from the mid-September high.
• W.R. Berkley lost 3.47% Monday. It is 8% from the September high.
• Hartford lost 3%. The stock is 4% from the high hit last week.
• Hanover Insurance dropped 2.8% Monday. The stock is 4% from the Sept. 19 high.

Traverlers Cos. in 2024

• The stock was up nearly 16% on Monday as Super Micro Computer said sales are still going strong.
• It remains 61% from the 52-week high hit back in March.
• The stock closed at $47.74. The all-time high is $122.90.

Super Micro Computer’s performance in 2024

• Both giants were hit with analyst downgrades on Monday.
• Wells Fargo took down its rating on Amazon to equal weight from overweight. Jefferies dropped Apple to hold from buy.
• Both stocks lost about $5 a share Monday. That’s a 3% decline for Amazon, and a 2.25% decline for Apple.
• Amazon is now 10% from the July high.
• Apple is 6.5% from the July high.

• The White House’s national climate advisor Ali Zaidi said Monday that the administration is working to restart more nuclear reactors in the U.S.
• He mentioned the two projects CNBC has previously reported on. One is in Michigan, and the other is in Pennsylvania. It’s unclear if more are coming soon.
• Vistra dropped 5% Monday.
• NextEra fell 4.25%. It is 6.75% from last week’s high.
• Uranium Energy fell 3.46% Monday. It is now 20% from the Feb. 1 high.
• The Sprott Uranium Miners ETF (URNM) declined about 2.4%.