In a notable market session, the S&P 500 reached another record close, prompting interest in upcoming earnings reports and international market performances. CNBC’s daily newsletter, Stocks @ Night, provided insights into the day’s developments and what investors should keep an eye on as they prepare for the next trading session.
Breaking down the anticipated earnings reports, Coca-Cola is set to release its numbers on Tuesday. The beverage giant’s stock has experienced a modest gain of 2.6% over the past three months, although it has seen an 8% decline from its recent peak. General Motors is also on the earnings calendar, with shares losing approximately 10% in the last quarter and experiencing an 11% drop from February highs. UPS, whose stock has remained relatively stable in the same time frame, is down 11.6% from its own high in February. Frank Holland from CNBC will cover UPS’s results as they have significant implications within the transport sector. Meanwhile, JetBlue has seen a 4% rise over the last three months, enhanced by industry merger speculation. Despite this, shares are notably down 24% from their February peak.
The afternoon is poised to feature Visa’s earnings report, another heavyweight in the market. Visa’s shares have dropped about 5% over the past three months and are down 17.5% from their June peak.
Turning to international markets, South Korea stands out with the iShares MSCI South Korea ETF (EWY) boasting a remarkable 30% gain in the past month and a staggering 180% rise over the past year. The iShares MSCI Emerging Markets ETF (EEM) has also shown strong performance, climbing 15% within a month and 46% year-over-year. These metrics underscore the growing influence of Taiwanese and Chinese companies in the emerging markets category, despite South Korea’s classification as an emerging market due to its capital constraints and foreign exchange restrictions. India and Brazil follow closely in the rankings, while Turkey’s iShares MSCI Turkey ETF (TUR) has surged 14.5% in the last month.
In U.S. tech stocks, Nvidia has gained 4% as of Monday, bringing its total increase for April to nearly 25%. Jim Cramer addressed Nvidia’s performance on “Mad Money,” highlighting its ascent to new highs. Other tech movers included Sandisk, which saw its shares rise by 8%—a remarkable 74% gain over the last month. Micron also performed well, picking up 5.6% and achieving a 47% boost in the same timeframe.
Spirit Airlines saw an impressive 17% uptick in its stock, but the company remains under financial strain, trading at $1.83 per share. Interestingly, prediction market users on Kalshi perceive Spirit as a likely candidate for government investment.
Adding to the day’s developments, Hunterbrook, which employs investigative journalists to scrutinize public companies, reported on Hamilton Lane, a firm specializing in private markets. Following the analysis, Hamilton Lane’s shares dropped by 6%, showing a 50% decrease from their high last May. In contrast, other firms in the private market investment sphere, such as Blackstone, Carlyle, and KKR, are also feeling pressure, each down sharply from their own highs reached in 2025.
As the market responds to earnings reports and shifting investor sentiment, the principles of long-term wealth building remain relevant. An upcoming CNBC Pro LIVE event aims to equip investors with actionable strategies, drawing participants from diverse backgrounds to foster disciplined investing approaches. Interested individuals are invited to enter their emails for a discount code to join the event.
