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 tech shares sold off, and what’s on the radar for the next session. Critical minerals throughout the world The U.S. State Department will host miners from 50 countries on Wednesday. CNBC TV’s Pippa Stevens will be on the case. The Trump administration recently announced it was working on a strategic minerals reserve in the U.S. The Europeans offered the U.S. a partnership regarding their critical minerals. There were a lot of big movers ahead of the conference, including MP Materials , up 9.3% on Tuesday. The stock is up nearly 30% so far in 2026. American Resources Corp was up 17% on Tuesday. It’s a small market cap stock, though. Iperionix was up 2.6% Tuesday. The stock is up 38% in 2026. BHP , Rio Tinto , Freeport-McMoRan , Albemarle , and Vale were all up 3.5% or more. All have recently hit highs, and they’re all up at least 20% so far in 2026. AREC YTD mountain American Resources Corp in 2026 Hard day for software The S & P Software and Services Industry dropped almost 4% on Tuesday amid new worries about how the sector will hold up against artificial intelligence. The State Street SPDR S & P Software & Services ETF (XSW) is now down 24% from its high and down 16% so far this year. Among the hardest hit, Cognizant dropped 10%. Adobe , ServiceNow , Workday and Salesforce all lost about 7%. CNBC will have a lot more on the Dow stocks on ” Worldwide Exchange ” with Morgan Brennan starting at 5 a.m. on the East Coast. Another reason for the drop was a new Anthropic program for smaller attorneys’ offices. Anthropic is the company behind the Claude AI platform. Jim Cramer of “Mad Money” said the announcement certainly resonated with Wall Street, but his contacts in the legal world (Cramer is a Harvard Law graduate) aren’t so sure they’re ready to trust AI. Cramer bought CrowdStrike on Tuesday, saying it’s being unfairly punished by the software slide. The stock dropped nearly 4%, and it is off 25.5% from the high. The private equity guys They were hit hard on Tuesday as well, due to their ties to the software sector and (once again) AI anxiety. Thanks to Rebecca White of ” Squawk Box ” for keeping tabs on this part of the market. CNBC’s Leslie Picker did a great explainer of the AI anxiety’s impact on these stocks this evening for CNBC.com where she reported that “UBS analysts estimate 225% to 35% of the private-credit market is exposed to the risk of AI disruption.” Apollo Global lost about 5%. The stock is off 25% from last year’s high. KKR fell nearly 10%. Shares are down 37% from the February 2025 high. Blue Owl lost close to 10% as well. Shares are down 53% from last year’s high. Ares Management lost 10%. It is down 35% from last year’s high. ARES YTD mountain Ares Management in 2026 Walmart The retailer went over the trillion-dollar market cap line for the first time on Tuesday. Walmart shares are up 25% in three months and up 7.2% so far this week as John Furner, the new CEO takes over. Dow components hitting new highs Walmart was just one of the names on the list. Coca-Cola hit a high Tuesday. It is up 11% in a month. Chevron hit a high. The stock is up 14% in a month. Caterpillar hit a high. The stock is up 10% in a week. Honeywell hit a high. The stock is up nearly 18% in a month. Cisco hit a high. The stock is up 9.3% in a month. HON 1M mountain Honeywell shares in a month Uber The ride-sharing service reports before the bell on “Squawk Box” with Becky Quick, Andrew Ross Sorkin and Joe Kernen. Uber shares have fallen around 22% in the past three months. The stock is down 24% from the Sept. 22 high. Biotech and Big Pharma reports due out on ‘Squawk Box’ Eli Lilly will report before the bell. The stock has gained 12% over the past three months. The stock is down 11.5% from the Jan. 8 high. AbbVie reports before the bell. The stock has advanced 6.5% in the past three months. Shares are off 8% from the Oct. 1 high. GSK reports before the bell. The stock has gained 15% in three months. The stock hit a new high on Tuesday. Novartis reports before the bell. The stock has added 21% in three months. Shares are down 2% from last week’s high. Alphabet The company reports after the bell. Results will be on ” Closing Bell: Overtime ” with Melissa Lee and Mike Santoli. They’ll have instant stock reaction and analysis. Alphabet has added about 20% over the past three months. The stock hit a new high on Tuesday.
