Tuesday’s big stock stories: What’s likely to move the market in the next trading session

Traders work on the floor of the New York Stock Exchange during morning trading in New York City.

Michael M. Santiago | Getty Images

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Here’s what CNBC TV’s producers were watching as the Dow topped 43,000 for the first time, and what’s on the radar for the next session.

• The stock is nearing an all-time high. It’s just 1.9% away from the $140.76 June record. Shares ended Monday’s trading at $138.07.
• Nvidia is up nearly 14% in October.

Nvidia’s performance in 2024

• The VanEck Semiconductor ETF (SMH) is up 6.5% in October.
• It is 7.7% from the July 11 high.
• In the last month, Intel is up 19%. The stock is 54% from the December high.
• Micron Technology is up about 19% in a month, as well. The stock is 31% from the June high. CEO Sanjay Mehrotra was on “Mad Money” with Jim Cramer Monday night. “AI is all about memory and experiences, and that’s what’s driving the tremendous growth,” he said. “Smart phones and PCs are starting to come up, but momentum is really just starting.”
• Nvidia comes next: Shares are up about 16% in a month. It’s followed by Applied Materialsup 13.5% in a month.
• Taiwan Semiconductor Manufacturing is up 11.4% in a month. It hit a high on Monday.
• At the bottom of the list: Skyworks Solutions is down 3% in the past month, and Qorvo is down nearly 3%. STMicroelectronics is down about 1% in a month.

• Bank of America: The stock is pretty flat over the past three months. It is 6% from the July high. Bank of America is up nearly 5% in a week.
• Citigroup: The bank is up 2.3% in three months, and it’s 2.5% from the July high. Citigroup is up 5.5% in a week.
• Goldman Sachs: The stock is up nearly 9% in three months, and it hit a new high Monday. It ended the session at $522.75. Goldman Sachs is up 5.7% in a week.
• PNC Financial: The stock is up almost 12% over the past three months. PNC hit a new high on Monday, and shares are up 3.5% in a week.

Goldman Sachs in the past three months

• CNBC TV’s Frank Holland will cover the numbers when they come out.
• J.B. Hunt is up 5.6% in the past three months, and it’s 20% from the February high.
• Holland will also discuss the rest of the transportation industry. He has a nifty story regarding stock performance for the companies in the sector and capacity. He will be naming names, so don’t miss it.

J.B. Hunt over the past three months