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 posted its 11th record close in 2025, and what's on the radar for the next session. Winning with laggards CNBC's Mike Santoli pointing out that many of Tuesday's biggest winners are some of this year's biggest losers. On the list, Lennar gained 8.3% Tuesday, but shares are down 9.6% this year. The stock is 36% off the high. Pool Corp rose 5.2% Tuesday, but it's down 7.7% year to date. The stock is down 20% from the 52-week high. Shares of Target jumped 4.8% Tuesday. Shares are down 21% year to date. They are down 36% from the 52-week high. Kraft Heinz was up 4.7% in the session. Shares are down 6% year to date and off 21% from the high. Campbell's was up 4.6% on Tuesday, but it's down 23% year to date. Shares are down 39% from the high. CPB YTD mountain Campbell's shares in 2025 Losing with winners On the other side of the coin: Philip Morris is up 37% in 2025, but was down 8.4% on Tuesday. The stock is off 11% from last month's high. Axon , maker of the Taser, is up 21% in 2025. Shares were down 4% Tuesday, and they are off 13% from last month's high. Netflix is up 33% in 2025, but it was down 3.5% on Tuesday. The stock is down 11% from the June 30 high. GE Vernova is up nearly 67% in 2025. Shares were down about 3% Tuesday. The stock is down 5.5% from the high reached last week. AT & T earnings on deck The telecom giant will report before the bell Wednesday. We'll share results on " Squawk Box ." The stock has gained 1.7% over the past three months. AT & T is off 6% from the 52-week high. T YTD mountain AT & T shares in 2025 Big names reporting after the bell Wednesday Alphabet has gained 26% over three months. The stock is down 7.6% from the February high. IBM has advanced 17% in three months. Shares are off 4.8% from the June high. Tesla has surged nearly 40% in three months. The stock is 32% from the December high. Ups and downs in defense CNBC data guru Gina Francolla and CNBC defense reporter Morgan Brennan reported on Tuesday that Northrop Grumman hit an all-time high during the session. Competitor Lockheed Martin hit a 52-week low. Both defense giants reported results Tuesday morning: Lockheed missed Wall Street's expectations for revenue. Northrop Grumman beat estimates and hiked guidance. Shares of Northrop are up 13% in July. Lockheed fell nearly 11% Tuesday. LMT 5D mountain Lockheed Martin in the past five trading days Coca-Cola and the Great American Consumer Coca-Cola CEO James Quincey spoke with Sara Eisen in an exclusive interview on "Squawk on the Street." He said, "I think the consumer is resilient. The economy is doing well." On the big question regarding sugar cane in beverages, Quincey said, "Later this fall, we're going to launch... a Coke option sweetened with U.S. cane sugar put in the marketplace." He said that President Donald Trump, who recently called for the beverage giant to use cane sugar , "enjoys the Coca-Cola brand." "We love that he's an enthusiastic consumer," Quincey added. The company topped earnings estimates on Tuesday morning. The stock is down 6% from the 52-week high. We'll keep following Coke and more earnings Wednesday on CNBC. Thanks to CNBC executive producer Lisa Villalobos for keeping tabs on the quotes.
