A mural promoting bicycle travel as a way to “get to happiness” outside the Walmart Home Office in Bentonville, Arkansas, USA, Monday, Nov. 21, 2022.
Terra Fondriest | Bloomberg | Getty Images
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Here’s what CNBC TV producers were watching Monday and what’s on the radar for the next show.
Walmart announced before the bell
- The retail giant will be the big corporate report on Tuesday morning.
- The stock is up about 14% since the last report three months ago.
- Walmart That’s 2% from last week’s high. Shares are up 60% in 2024.
- the goal reports on Wednesday. The stock is up nearly 9% in three months, and is 14% off its April high. Shares have gained about 10% in 2024.
Lowe’s earnings also on file
- The stock is up about 13% since the last report three months ago.
- That’s 5% from last month’s high.
- Lowe’s It has grown by 22% so far in 2024.
- Home Depot It’s also up 13% in three months, but is 2.6% off its mid-October high and shares have gained 18% in 2024.
The year of Lowe’s stock
Lumber prices put pressure on homebuilders
- The commodity is tearing up, up 35% since the beginning of July.
- CNBC’s Diana Olick will report Tuesday on why the price is so high and the impact on home builders.
- Over the past month, homebuilder stocks have fallen sharply for a number of reasons, not just lumber.
- Pultegroup It’s down about 14% in a month.
- Dr. Horton It’s down 17% in a month.
- Lennar It’s down 11% in a month.
- Taylor Morrison it has dropped by 2% in one month.
- Hovnania It’s down more than 19% in one month.
- KB Home it has dropped by 9% in one month.
The players hit high
- Electronic Arts and Take-Two interactive stocks both hit highs on Monday.
- Electronics Arts is at a historic level since its launch in 1989.
- Take-Two is at its best since November 2021.
- EA is up almost 9% in November.
- Take-Two is up more than 13% in November.
Electronic Arts shares in the last three months
SpaceX Starship launch
- A key test for the SpaceX Starship is set for Tuesday evening at 5:00 PM ET.
- by Cathie Wood ARK Venture Fund (ARKVX) SpaceX has its largest holding. It makes up about 13% of the fund. ARKVX is up almost 4% in one month and more than 8% in the last three months.
- It’s 9% of SpaceX Baron Focused Growth Fund (BFGIX)it has increased by more than 14% in three months. The fund is up 6% in a month.
- Tesla, by the way, makes up another 9% of the fund. This stock has gained 53% in the last month, and almost 57% in three months.
