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. Pfizer reports in the morning The pharmaceutical giant announced its quarterly numbers Tuesday morning live on “Squawk Box” with Becky Quick, Andrew Ross Sorkin and Joe Kernen. The team will know the numbers and the stock price reaction. Pfizer stock has risen 5% in the three months since the company’s last earnings release. The stock price has fallen 10% in the last month. Amgen reported after the bell that he will appear on “Closing Bell: Overtime” with Morgan Brennan and John Fort on Tuesday. The stock price has been roughly flat over the past three months. The stock is up nearly 14% so far this year. AMGN 6 million piles of Amgen stock in the past 6 months. Palantir Follow Palantir’s story starting Tuesdays at 5 a.m. ET on “Worldwide Exchange” with Frank Holland. The security technology company reported higher sales and profits on Monday. The stock rose as much as 4% after hours, but has recently fallen more than 2%. The stock hit another all-time high in Monday trading. The stock price has increased about 20% in the last month. As we enter the final month of June of 2025…the Nasdaq 100 is up 23.6% year-to-date. The Nasdaq Composite Index is up 23.4% since the beginning of the year. S&P 500 is up 16.5% year-to-date NYSE Composite Index is up 12.2% year-to-date Dow 30 is up 11.3% year-to-date. The Russell 2000 has added 10.8% since the beginning of the year. Sector Check Tech has been the best performing sector so far in 2025, up 29.8%. Communication services rose 25.4%. S&P Utilities rose 17.5%. As of 2025, only the daily necessities sector will be negative, with a 1% decline. Top S&P Stocks for 2025 Robinhood is the best performing stock so far this year, up 295%. Western Digital rose 251%. Seagate Technology rose 207%. Micron Technology rose 178%. Palantir rose 174%. HOOD YTD Mountain Robinhood stock price year-to-date. Tomorrow’s tariff news from CNBC’s Tom Rotunno What we learned today: Wolf Research updated its tariff tracking tool over the weekend, and its latest analysis found that “approximately 62% of current (and projected) 232 tariffs have been absorbed by major channels, disproportionately felt by consumers.” The industries Wolf said are likely to take a big hit to profits are furniture and auto retailers. Analyst Stephanie Ross said the company expects “some of these costs to be passed on to consumers in the coming months.” What you might learn tomorrow: Revenue comes from Capri Holdings, the parent company of brands like Versace, Jimmy Choo, and Michael Kors. In August, the company raised its estimate for the impact of unmitigated tariffs to approximately $85 million in fiscal 2026, up from a previous estimate of $60 million. Capri is up 65% since April 9, including a 22% increase over the past three months. It has fallen about 2% since the beginning of the year. Some analysts became more positive on the stock in October. Raymond James said he likes his current setup because he is “seeing incremental improvements” in channel checks, and has upgraded to outperform market performance. Wells Fargo named it one of the “Top 6 Long Ideas” in retail. CPRI YTD Mountain Capri Holdings stock year-to-date.
