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

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 chip stocks bounced, and what's on the radar for the next session. Good old Big Tech During " Squawk Box " with Becky Quick, Joe Kernen and Andrew Ross Sorkin on Monday morning, news broke that Corning had yet another major deal — this time with Amazon . In the last few months, Corning has also struck multibillion-dollar deals with Nvidia and Meta Platforms . Corning is up nearly 115% in 2026, but off 11% from the high reached last month. Intel is up about 200% year to date. Cisco is up 61% year to date. Sandisk is up 591% in 2026 (591%... not a typo). Texas Instruments is up almost 70% in 2026. Seagate is up nearly 220% in 2026. SNDK YTD mountain Sandisk in 2026 Big data on CNBC U.S. trade deficit numbers will be out at 8:30 a.m. ET. We'll have them live on "Squawk Box." The Dow Jones consensus estimate calls for $56.1 billion dollars. A month prior to that, the number was $60.31 billion. Then at 10 a.m. on " Squawk on the Street ," existing home sales are due out. Consensus estimates call for 4.05 million, an uptick of 0.7%. Jamming in some earnings J.M. Smucker 's quarterly results will be live on "Squawk Box" in the 7 a.m. hour. The stock is down 8.5% in the last three months. Shares are down 15% from the February high. …