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

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 stocks rose on easing oil prices, and what’s on the radar for the next session. Nvidia CEO Jensen Huang will be live on " Squawk on the Street " in the 10 a.m. hour ET. He’ll be live at the GTC conference . Analysts and investors are watching every move closely. Earlier Monday, Morgan Stanley reiterated its bullish call on the stock. Shares of Nvidia are down 13.5% from the October high. The stock is down 1.76% so far in 2026, but shares have gained 50% in the past year. Jim Cramer of " Mad Money " has been a big backer for a long time. He last bought the stock for his charitable trust in the summer of 2022. Since then, the stock has gained 1,100%. NVDA 1Y mountain Nvidia in the past 12 months A hard time for software Orlando Bravo of Thoma Bravo will join " The Exchange " with CNBC TV’s Kelly Evans. He’s been a big driver for investment in software over the years. The sector has taken a big hit due to fears that artificial intelligence can do the job better. The S & P Software & Services Index is off 26% from the Oct. 28 high. It is down 18% so far in 2026. Only two names in the 30-stock Software & Services Index are up in 2026: Akamai and Fortinet . Workday , Gartner and GoDaddy are the worst performers in the index, all are down more than 30% in 2026. Vertiv CEO Giordano Albertazzi will join Jim Cramer on “Mad Money” on Tuesday. The stock has been a big beneficiary of the AI run, as it makes cooling equipment and power management systems for data centers. The stock is down 4% from the high hit last week. In the past year, Vertiv has gained nearly 203%. VRT 1Y mountain Vertiv shares in the past 12 months Lululemon The gym and yoga clothing company is slated to report Tuesday after the bell. Lululemon has lost about 22% in the past three months. The stock is down 54% from last March’s high point. Up in the air with CNBC TV’s Phil LeBeau Ed Bastian, CEO of Delta Air Lines will be on live and exclusively in the 6 a.m. hour. The stock is off 20% from the high hit last month, but shares have surged 30% in the past year. The stock is down 7.4% this month. Ben Minicucci, CEO of Alaska Air will go on in the 11 a.m. hour. The stock is down 41% from the September 2025 high. It is down 25% so far this month. Robert Isom, CEO of American Airlines live and exclusive in the 1 p.m. hour. The stock off 36% from the 52-week high hit back in January. Shares are down around 20% so far this month. Topics will include cancelled flights to the Middle East and navigating higher prices for jet fuel — both major concerns for the industry. Markets shift and headlines fade, but the core principles of building long-term wealth remain constant. Join us for our third CNBC Pro LIVE, where investors of all backgrounds - from financial professionals to everyday individuals - come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you’re starting from, you’ll leave with clearer thinking, stronger strategies. Enter your email here to get a discount code.