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 as the S & P 500 eked out a gain Monday, and what’s on the radar for the next session. Oil and the war Brent crude futures and West Texas Intermediate crude futures were both up more than 6%. Brent is now up 17% in a month. WTI is up about 14% in a month. @LCO.1 1M mountain Brent crude futures in the past month Defense The iShares U.S. Aerospace & Defense ETF (ITA) hit an all-time high on Monday The ETF jumped 2.8% in the session. It’s now up 16.7% year to date. Northrop Grumman was up was 6% Monday. The stock also hit a high. Kratos was up 5.3%. It is still down 32% from the high hit back in January. Lockheed Martin was up 3.4% Monday. General Dynamics was up 2.16%. CNBC TV’s Morgan Brennan will have the first word on the war and the market impact Tuesday at 5 a.m. ET on ” Worldwide Exchange .” The Tel Aviv Stock Exchange and the war The TA-35 , which tracks the 35 biggest stocks on the Tel Aviv Stock Exchange, was up 4.6% on Monday. The broader TA-125 was up 4.75%. The iShares MSCI Israel ETF (EIS) was up 5.5% on Monday, hitting a new high. The VanEck Israel ETF (ISRA) picked up about 5.3%. It is 1.45% from the February high. One market commentator told Reuters that investors were pricing in the most optimistic of scenarios, which include a short war, as well as a major weakening of Iran and its ability to support terrorist networks that target Israel. Since the Oct. 7, 2023 attack on Israel that really touched off these two and a half years of war, the ISRA has gained 131%. The EIS has doubled. The S & P 500 has advanced 60% in the same time period. EIS 1Y mountain The iShares MSCI Israel ETF (EIS) in the past year Target The retail giant reports Tuesday morning. Results will be featured live on ” Squawk Box ” with Becky Quick, Joe Kernen and Andrew Ross Sorkin. Shares of Target have jumped 25% in the past three months. The stock has lost nearly 9% in the past year. Sara Eisen speaks with Target’s new CEO Michael Fiddelke in the 10 a.m. hour, live on CNBC.
