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 Dow Industrials hit a new record, and what’s on the radar for the next session. Housing starts The number comes out at 8:30 a.m. on Tuesday. CNBC TV’s housing reporter Diana Olick will have the details and stock impact throughout the day. Toll Brothers is up about 18% in a month. The stock is up 7% in June and is down 11% from the February high. Hovnanian is up about 25% in a month, and it’s up almost 11% in a week. The stock is still down 26% from the September high. D.R. Horton is up 5.4% in June. Shares are up 14.5% in a month but still off 16% from the September high. Lennar is flat in June but up 9% in a month. The stock is down 37% from the September high. PulteGroup is up 11.5% in a month. Shares are up about 4% in June and are down 15% from the February high. DHI 1M mountain D.R. Horton in the past month SpaceX Options begin trading Tuesday on the Cboe. CNBC will have full details with our man in the options pit, Oliver Renick. On day two of trading SpaceX , the stock gained nearly 20% to close at $192.50. The market cap is now $2.5 trillion dollars. For comparison’s sake, Amazon is $2.6 trillion. Workday’s annual meeting The stock is down 47% in a year. Workday shares hit a high in September 2025, but have fallen 48% since. Of the analysts tracked on FactSet, 22 rate it buy or overweight and 21 have a hold. The stock closed at $129.60 on Monday, falling 0.9%. The average price target is $173.56. WDAY 1Y mountain Workday shares in the past year Energy Oil is back in the low $80s: West Texas Intermediate futures were last trading around $81 a barrel. That’s still more than 20% higher than where things stood on the last trading day of February: the eve of the Iran war. The S & P Energy sector is down 7.3% in a month. It is off 12.5% from the March 27 high. ExxonMobil is down 20% from the March 30 high. On Monday, shares closed just shy of $141. Chevron closed at $180.40 a share. Shares are off 16% from the March 30 high. Market check The Russell 2000 hit a new high Monday. It is up 6% in a month. The NYSE Composite hit a new high. It is up about 7.3% in three months. The Dow Industrials hit a new high. The index is up almost 11% in three months. The Nasdaq 100 is off 0.7% from the high. The S & P 500 is down 0.87% from the high.
