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 on Monday and what’s on the radar for Tuesday’s session. Nvidia and the power deal Another all-time high for this stock as Nvidia says it’ll make a $100 billion investment in a partnership with OpenAI to “build and deploy at least 10 gigawatts of AI data centers.” That’s about ten times as many gigawatts as Doc Brown needed to send Marty McFly back to the future. (Thanks “Squawk Box” producer and podcast host Katie Kramer.) CNBC anchor and energy expert Brian Sullivan made the point today that it is not an easy feat to build that much power. It’s about what New York City uses — all five boroughs — on a really hot day. Back in April, Nvidia was an $86 stock. It has more than doubled since then. Shares closed Monday at $183.61. The vista Vistra Vistra stock is back to new highs. Shares are now up 102% in the last 12 months. In September alone, the stock is up 15%. This was one of last year’s top performing stocks in the S & P 500 as more investors piled into energy. VST YTD mountain Vistra shares year to date More energy Constellation Energy was up 5% on Monday. The stock is 3% from its high. Shares are up nearly 13% so far in September. NRG was up 4% today. The stock is up 17% in September. Utilities was the second top sector in the S & P. The data center side of the story Iron Mountain was up 4.6% today. It is still 20% from the October high. The Global X Data Center ETF (DTCR) was up 2.3% today and hit a new high. Digital Realty Trust was up 1.5% today. It is 12% from its high. The data center ETFs — Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and iShares U.S. Digital Infrastructure Real Estate ETF (IDGT) — are both near highs, both were up slightly on Monday. The financials The Bank of New York Mellon hit a new all-time high Monday. Shares are up almost 7% in a month. Citigroup is back to highs not seen since November of 2008. The stock is up 47% in 2025. Thanks to data man Chris Hayes for keeping track of these stocks. Cramer flies Boeing Jim Cramer has added Boeing to the charitable trust. The stock is less than 13% from its July high. Shares are down nearly 8% in the last month. Year to date, the stock is up about 20%. The company “is gradually ramping up production and remains on track for these efforts,” according to Cramer. He also called out “several big overseas purchases” of Boeing planes. To sum it all up he said: “The stock is too good to ignore.” CleanSpark The bitcoin miner that bills itself as a clean energy alternative “expanded its capital strategy by increasing its Bitcoin-backed credit facility with Coinbase Prime” today. Shares of CleanSpark are up 5% after hours on the news. Cleanspark is 23% from its November high. Crypto under pressure Bitcoin fell 2.4% today. It is up almost 80% in a year. Ether fell 7% today. It is up 63% in a year. Solana fell 7% today. It is up 52% in a year. Dogecoin lost 8.6% today. It is up 126% in a year. Some analysts think cryptocurrencies fell as investors bailed out after a recent upswing in companies becoming crypto treasuries like Strategy. How the crypto stocks fared Riot Platforms is 4% from last week’s high. It is up 27% in September. Strategy is 38% from its November high. It is about flat month to date. Coinbase is 25% from its July high, and is up 9% in September. AutoZone reports in the morning The stock is up 13% since last reporting three months ago. AutoZone shares are 6% off the high hit earlier this month. AZO 3M mountain AutoZone stock over the past three months Micron reports in the afternoon Micron is up 33% since last reporting. The stock hit a high last week but is down 3.4% since then. Palantir has been in the S & P for one year Dominic Chu will report on what’s next for the stock. Palantir is up 382% since moving into the S & P 500. The stock has almost doubled in the last six months. PLTR 1Y mountain Palantir stock over the past year