Here’s a breakdown of the details provided, categorized for clarity:
Investment Firms:
KKR: Up 2% after hours.Stock is down 20% from the Jan. 31 high,but up 13% in a month.
Ares: Flat after hours. Stock is off 13% from the February high, but up about 4.8% in a month.
Blackstone: Shares are off 20% from the Nov. 25 high. Stock is up 17% in a month.
blackrock: Fell nearly 6% Tuesday after hitting a new high earlier this week. Stock is up 7.6% in a month.
Apollo Global Management (APO): Mentioned with “1M mountain” indicating a 1-month chart.
Big Banks:
Goldman Sachs: Up 38% over three months. Stock is down 3% from the high. CEO David Solomon will be on CNBC TV’s “Money Movers” at 11 a.m. Wednesday.
Bank of America: Up 21% in three months. Stock is off 6% from the high.
Morgan Stanley: Up 28% over three months. Shares are down 2.5% from last week’s high.
PNC Financial: Up nearly 24% in three months. Shares are off 11% from the November high.
Other Companies:
Johnson & Johnson (JNJ): Shares are flat in the last three months. Shares are 8% from the march high. Reports in the morning on “Squawk box.” mentioned with “3M mountain” indicating a 3-month chart.
United Airlines: Shares have gained 29% over the past three months. Stock is 25% from the January high. SL Green (SLG): Stock has gained 19% in the past three months. The real estate investment trust is down 25% from the November high. Shares have a dividend yield of nearly 5%. Mentioned with “3M mountain” indicating a 3-month chart.
nvidia (NVDA): Stock was up 4% Tuesday, hitting another record. Shares have gained 52% over the past three months.CEO Jensen Huang is expected to speak in the morning. Mentioned with “3M mountain” indicating a 3-month chart.
ON Semi: Big winner in July, up 12.4%.
Synopsys: Up 11% this month (July).
AMD: Up about 9.7% this month (july).
Marvell: Down 6.5% in July.
Qualcomm: Down 3% in July.
Micron: Down 2.5% in july.
Alibaba: U.S.-traded shares jumped 8% Tuesday after positive economic data from China.Stock is still down 21% from the March high. Carter Worth believes “downside looks limited, upside looks unlimited.”
Baidu: U.S.-listed shares where up about 8.7% Tuesday. Stock is 20% from the October high.
Weibo: Up 6% in the session. Stock is 16% from the high.
JD.com: Up 4%. Stock is off 33% from the October high.
Market & Sector Information:
Tech Sector: only S&P 500 sector in positive territory on Tuesday. Up 1.27% on Tuesday, hitting a new high. This is mostly due to Nvidia.
VanEck Semiconductor ETF (SMH): Up almost 2% tuesday. Up 13% in a month.
KraneShares CSI China internet ETF (KWEB): Up about 4% Tuesday. Down 9% from the previous mention (likely a recent high or start of a period).
Japan Market Information:
Elections: For the House of Councillors on Sunday.
Bond Yields: japan’s 10-year bond yield hit 1.59% on Tuesday (highest as 2008). Japan’s 30-year bond yield hit 3.21% (record high). Attributed to concerns about government spending and budget cuts.
iShares MSCI Japan ETF (EWJ): Down 5% from the late June high. Down 4.4% so far in July.CNBC Programming:
“Squawk Box”: Full coverage of big bank reports Wednesday morning, starting at 6 a.m. ET with Becky Swift,
