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 the S & P 500 posted back-to-back gains Monday, and what’s on the radar for the next session. Apple and the supply chain The stock fell 1.2% Monday during its Worldwide Developers Conference 2025. Apple is now 22.55% from the Dec. 26 high. The New York Times led its coverage of the day’s event with this: “At a time when most of the tech industry is building new artificial intelligence systems into our devices, Apple is focusing on making its products look prettier.” The Wall Street Journal’s headline was: “Apple Unveils Array of New Software, but AI Comeback Remains Far Off.” The CNBC.com blog on the event’s top was: “Apple touted several software updates at its annual Worldwide Developers Conference keynote on Monday. Artificial intelligence capabilities are on the way to the iPhone, but applause was subdued throughout the keynote as the company had few surprises to unveil.” Apple performed worse on Monday than every stock on the latest supplier list. Qualcomm was up 4% Monday. The stock is off 32% from the June 2024 high. Texas Instruments was up 3.5%. The stock is down 9.6% from the November high. Qorvo was up 3.2% on Monday. Shares are off 38% from the July high. Corning was up 0.35%. Shares are down 8% from the January high. AAPL YTD mountain Apple’s year-to-date performance The vaccines and RFK Jr. Pfizer , Merck , Eli Lilly , Amgen , GSK are all flat after the bell. Moderna is down about 1%, and Sanofi is up 1%. This after Robert F. Kennedy Jr., secretary of Health and Human Services, said he was dismissing everyone on a key Centers for Disease Control and Prevention vaccine panel. Pfizer is down 24% from the July 2024 high. Merck is off 41% from the June 2024 high. Lilly is 20% from the August 2024 high. Amgen is off 16% from the July 2024 high. Moderna is down 81% from last year’s high. Sanofi is off 17% from the March high. Boeing “For five years, Boeing has not shown up on a momentum screen. It is now,” said “Halftime Report” trader Joe Terranova. Shares of Boeing were up 3.2% on Monday. The stock hit a new high. Boeing is up 41% in three months, and it sits just shy of the $220 a share mark. CNBC TV’s Phil LeBeau will cover the company’s May deliveries report at 11a.m. on Tuesday. This number often moves the stock, which is up 11.6% in a month. BA 1M mountain Boeing shares in the past month Microsoft The stock hit another all-time high on Monday. Microsoft ended the session at $472.75 a share. The stock is up 11% in the past 12 months. CNBC data man Nick Wells points out the company is now the world’s most valuable with a market cap of $3.5 trillion. He also said that the stock is very close to having its 50-day moving average cross above the 200-day moving average. Traders call this chart formation a “golden cross,” and it may suggest that a potential uptrend is in the cards for the stock. The stock’s relative strength index is now at 76. A reading of 70 generally indicates a stock is overbought and 30 often indicates oversold. These results are no guarantee of an immediate pop or decline for shares. Rather, the so-called RSI is one of the many metrics traders watch to decide if a stock has run up too fast or fallen too quickly. McDonald’s Morgan Stanley and Loop Capital recently downgraded the hamburger giant. McDonald’s is trading around 25 times earnings, and it’s not immune to concerns in the fast-food industry according to analysts. Jim Cramer of ” Mad Money ” weighed in on all that with a shake and large fries. He said, “It has never paid to downgrade McDonald’s. It’s the king. It offers good value and is incredibly well run.” The stock fell 0.8% on Monday. It is 6.6% from the March high. McDonald’s is up about 19% in the past year. MCD 1Y mountain McDonald’s shares in the past 12 months Buzz CNBC’s Nick Wells was also looking at the VanEck Social Sentiment ETF (BUZZ) . It hit a new closing high Monday. Components are stocks with bullish sentiment based on social media posts, news reports and blogs. Rocket Lab , AST SpaceMobile, Super Micro Computer , Robinhood and Roblox , all up about 30% or more in the past month, have led the way, according to Wells.
