Tuesday's big stock stories: What’s likely to move the market in the next trading session

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Here's what CNBC TV's producers were watching connected Monday and what's connected the radar for the adjacent session.

• The retail elephantine volition beryllium the large firm study of Tuesday morning.
• The banal is up astir 14% since past reporting 3 months ago.
• Walmart is 2% from the precocious it deed past week. The banal is up 60% successful 2024.
• Target reports Wednesday. The banal is up astir 9% successful 3 months, and is 14% from its April high. Shares person gained astir 10% successful 2024.

• The banal is up astir 13% since past reporting 3 months ago.
• It is 5% from past month's high.
• Lowe's is up 22% truthful acold successful 2024.
• Home Depot is besides up 13% successful 3 months, but it is 2.6% distant from its mid-October precocious and shares person gained 18% successful 2024.

Lowe's banal twelvemonth to date

• The commodity is connected a tear, up 35% since aboriginal July.
• CNBC's Diana Olick volition study Tuesday connected wherefore the pricing is truthful precocious and the interaction it is having connected the homebuilders.
• Over the past month, homebuilder stocks person fallen sharply, for a fewer reasons, not conscionable lumber.
• Pultegroup is down astir 14% successful a month.
• D.R. Horton is down 17% successful a month.
• Lennar is down 11% successful a month.
• Taylor Morrison is down 2% successful a month.
• Hovnanian is down much than 19% successful a month.
• KB Home is down 9% successful a month.

• Electronic Arts and Take-Two Interactive shares some deed highs Monday.
• Electronics Arts is astatine an all-time precocious since it deed the marketplace successful 1989.
• Take-Two is astatine its champion level since November 2021.
• EA is up astir 9% successful November.
• Take-Two is up much than 13% successful November.

Electronic Arts shares implicit the past 3 months

• A cardinal trial for the SpaceX Starship is acceptable for Tuesday evening astatine 5 p.m. ET.
• Cathie Wood's ARK Venture Fund (ARKVX) has SpaceX arsenic its biggest holding. It makes up astir 13% of the fund. ARKVX is up astir 4% successful a period and much than 8% implicit the past 3 months.
• SpaceX is 9% of the Baron Focused Growth Fund (BFGIX), which is up much than 14% successful 3 months. The money is up 6% successful a month.
• Tesla, by the way, makes up different 9% of the fund. That banal has gained 53% implicit the past month, and astir 57% successful 3 months.