Stocks @ Night is a daily newsletter delivered after hours, giving you the first information about tomorrow and the last information about today. Sign up for free to receive it straight to your inbox. Here’s what CNBC TV producers were looking at Monday and what they’re looking at for Tuesday’s session. Bank begins live reporting on ‘Squawk Box’ Bank of America is up 11.5% in the three months since its last report. The stock is up 2% from its July high. Citigroup is up 11% in three months and 5% from its June 18 high. Goldman Sachs is up 17% in three months. The stock is up 7% from its mid-June high. JPMorgan Chase & Co. is up 6.7% since its last earnings report and 2.6% from its June high. Wells Fargo is up 1% from its last report three months ago. The stock is up 10% from its January high. CNBC’s Ollie Rennick covers the options market. He reports that calls were bought 4.5 times compared to puts in the State Street Financial Select Sector SPDR ETF (XLF) on Monday. However, in the State Street SPDR S&P Regional Banking ETF (KRE), puts were bought four times more than calls. Several bank executives will appear on CNBC on Tuesday, including Bank of America CEO Brian Moynihan and Wells Fargo Chief Financial Officer Mike Santomassimo, and Goldman Sachs CEO David Solomon will appear on “Halftime Report” at noon. Oil prices soar Brent and West Texas Intermediate crude oil both rose more than 9% on Monday as Iran continued to attack ships in the Strait of Hormuz and scrapped its deal with the United States. The US is striking back inside Iran tonight. Brent is over $80 per barrel. Chevron rose 3.3% today. The stock rose 8% in one week and 10% in July. However, it is still only 15% of its March 30th high. ExxonMobil rose 4% today. The stock rose 6% in one week and continued to rise 6% in July. The stock is up 18% from its March 30th high. XOM YTD Mountain ExxonMobil Stock Year-to-date Gasoline Up RBOB Gasoline futures are up 5% for the week. The average price for a gallon of regular gasoline across the United States is now back to $3.876. U.S. Energy Secretary Chris Wright will appear live on “Closing Bell Overtime” with CNBC’s Morgan Brennan on Tuesday. Retail Part of the Story The State Street SPDR S&P Retail ETF (XRT) fell modestly last week. As gas prices rise, the threat of retail contraction becomes even greater. XRT is up 4.6% from its January high. I’ll be watching CNBC all day tomorrow. Inflation data on the way The Consumer Price Index will be released on “Squawk Box” at 8:30 a.m. ET. The Dow Jones consensus forecast is for a decline of 0.2% from the previous month. However, excluding food and energy, the consensus is for a 0.2% month-over-month increase. Year-on-year consensus predicts headline rates to rise 3.8%. However, if you subtract food and energy, the consensus is for a 2.8% increase over last year. Prediction market Kalsi says 73% are pinning money on year-on-year CPI data, and that this number will rise above 3.7%. 30% answered that it exceeded 3.8%. Boeing Orders Boeing orders and deliveries for June will be placed at 11 a.m. Eastern Time. CNBC TV’s Phil LeBeau has the details. The stock has fallen 1.6% since the last release of delivery data a month ago. The stock is up 15% from its January 27 high. SK Hynix withdraws We will continue to closely monitor SK Hynix tomorrow morning. The Korean market will be a good indicator of the direction in which stock prices will move. After the start of trading on Friday, the stock price rose to $177. Shares had fallen to $152 on Monday night, a 14% drop from that high. iShares MSCI Korea ETF (EWY) is an ETF that tracks the Korean market. It is currently up 24% from its June 18th high. It fell 8.5% today. Apple hits new highs CNBC’s “Squawk Box” takes a special look at Apple’s stock as it hits new highs. Citi raised its price target to $365 per share on Monday. Stock prices rose again today, reaching new highs. Apple closed at $317.31. Apple rose 9.7% in July and is up 22% in three months. AAPL 3M Mountain Apple Stock Performance Two big events on CNBC on Tuesday Venuto financier Chamath Palihapitiya joins ‘Squawk Box’ at 7 a.m. Federal Reserve Chairman Kevin Warsh will be broadcast live on Capitol Hill testifying before the House Financial Services Committee at 10 a.m.
