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 on Tuesday and what’s on the radar for Wednesday’s session. Stocks slip The S & P 500 snapped a seven-day winning streak on concerns over AI profitability. Consumer discretionary led losses after Ford posted its worst day since February 2025. Tomorrow morning, Sens. Dave McCormick and Ted Cruz will appear on “Squawk Box” to discuss the government shutdown. Former Dallas Fed President Richard Fisher will be on with reactions after the release of Federal Open Market Committee minutes at 2 p.m. ET. AI bubble brewing? Oracle shares dropped more than 5% intraday, following a report it lost nearly $100 million renting Nvidia chips. The stock closed down 2.5% Nvidia shares are up 17% over the past three months, outperforming the S & P 500’s 8% gain. Billionaire tech investor Orlando Bravo told CNBC AI company valuations “at a bubble.” Don’t miss highlights from Jim Cramer’s interview with Nvidia CEO Jensen Huang tomorrow. Tesla’s big tease falls flat Tesla shares fell 4% on Tuesday after it debuted more affordable versions of its popular Model Y and Model 3. Shares had climbed 5% Monday after the EV company shared a teaser clip over the weekend. Investors had hoped for updates on new products, like the next-gen Roadster Musk has promised for years. TSLA YTD mountain Tesla shares year to date. Trump’s comments hit home Housing stocks continue to slide after President Donald Trump called out the homebuilders. The iShares U.S. Home Construction ETF (ITB) posted its worst back-to-back days since early April, per CNBC’s Nick Wells. D.R. Horton posted its worst day since October 2024. Toll Brothers , KB Home and Pultegroup each notched their worst days since April. On Wednesday, we’ll get new mortgage applications data after last week’s jump in refinancing. ITB 3M mountain IShares U.S. Home Construction ETF (ITB) performance over the past three months. Crash to comeback Wednesday marks six months since the market’s “tariff crash” bottom. Since then, the S & P 500 has surged more than 30%. Top performer: Robinhood . It’s up more than 300%. Biggest laggard: Molina Healthcare . It’s down 40%.
