What’s likely to move the market in the next trading session

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Here’s what CNBC TV’s producers were watching on Monday and what’s on the radar for Tuesday’s session.

Dow closes at all-time high

• The index is now up 9.4% so far this year.
• The Dow is up 6.56% since its close on Aug. 5, the day the market sold off recently.
• August leaders in the Dow include: Nike, up 12.6%; Walmart, up 11%; and McDonald’s, up 9%.
• At the bottom: Intel, down 35%; Boeing, down 9%; and Chevron, down 7.5%.

SpaceX readies for Polaris Dawn mission

• CNBC TV’s Morgan Brennan will report on the Polaris Dawn mission, which is expected to launch Tuesday, in SpaceX’s Falcon 9 rocket.
• While SpaceX is a privately held company, there are ways for retail investors to get involved.
• Cathy Wood’s ARK Venture Fund (ARKVX) is 11.5% SpaceX. The fund is 6.5% from its December high and flat in the last week, month and three-month periods.
• Ron Baron’s Baron Focused Growth Fund (BFGIX) is 10% SpaceX. It is just off the July high. It is pretty much flat in August, but up 8% in three months.

S&P Case-Shiller on tap

Nordstrom reports Tuesday afternoon

• The department store is flat since last reporting three months ago.
• The stock is 9.8% from the July 17th high.
• Another department store, Dillard’s is down 21% in three months.
• Macy’s is down 22% in three months.
• Kohl’s is down 25% in three months.

Nvidia… 48 hours away

• Nvidia releases numbers after the bell Wednesday.
• The stock is 10% from the June 20th high.
• It is up 8% in August and 155% in a year.

XPeng vs. Tesla

• We’re expecting to hear details from Chinese carmaker XPeng about a new car they hope will compete with Tesla‘s Model 3.
• XPeng is down 11.8% in a month. The stock is 62% from its September high.
• Tesla is down 3% in a month, the stock is 23.5% from its 52-week high, which was also in September.
• CNBC TV’s Eunice Yoon will have the story from China.

Sectornomics

• Dominic Chu focuses on industrials tomorrow on CNBC TV.
• The S&P Industrials sector is up 13% in 2024.
• That ranks 8th out of the 11 S&P sectors.
• In the last 12 months, industrials are up 21%.
• Howmet is the leader in the sector this year, up nearly 79%.
• GE Aerospace is up 68% this year.
• 3M is up 44% in 2024.
• GE Vernova, Boeing and American Airlines are the sector’s biggest laggards.