U.S. stocks eye earnings, Treasury auction and Fed speakers on Tuesday

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U.S. stocks eye earnings, Fed

Highlights

CoreWeave, Firefly Aerospace, StubHub, eToro, and On Holding remain under pressure with declines of 34–71% from recent highs ahead of Tuesday earnings.
Nvidia stock, down 4% on Monday and 27% from its October high, faces scrutiny as its board investigates reports of CEO Jensen Huang being targeted by foreign intelligence.
Investors are closely watching Tuesday's 10-year Treasury auction at 1 p.m. ET with the note yielding 4.88% and multiple Fed officials delivering policy remarks.

Tuesday market catalysts and company watchlist

As reported by CNBC, traders are focusing on a slate of company updates and macro events that could shape Tuesday's session. CoreWeave is due to report in the afternoon, with the stock down 46% over three months and 65% from its May high, while Firefly Aerospace is also set to report after shares fell about 9% over three months and 61% from their May high.

StubHub is down about 35% over three months and 71% from its high last November. Honda is up more than 12% over three months but sits 3% below last week's high, while eToro has dropped almost 34% over three months and is down 50% from its December 2025 peak; On Holding is flat over three months and off 26% from its January high.

CNBC said its reporters will track the earnings reaction, with Seema Mody covering CoreWeave and Morgan Brennan following Firefly Aerospace. Options reporter Oliver Renick said on Monday evening that implied volatility on CoreWeave stands at 16%.

Policy signals and pressure on major stocks

Nvidia remains in focus after its shares fell 4% on Monday as investors digested controversy involving Chief Executive Jensen Huang. The company's board has opened an independent investigation after reports that Huang had been targeted by a foreign intelligence effort, leaving the stock down 4.2% so far this year and 27% below its October high.

Jim Cramer of "Mad Money" said he still sees depth in Nvidia's management bench and does not want to abandon the stock. Boeing is also under pressure, with shares down almost 9% in a month and 32% from their January high; the stock closed Monday at $172.38.

Beyond individual names, investors are watching the auction of the 10-year Treasury note at 1 p.m. Eastern, with the note yielding 4.88% as of Monday night. Several Fed officials are also scheduled to speak, including Governor Christopher Waller in London, Dallas Fed President Lorie Logan and Kansas City Fed President Jeff Schmid in Houston, Vice Chair for Supervision Michelle Bowman in Washington, D.C., and Philadelphia Fed President Anna Paulson in Conshohocken, Pennsylvania.

Earlier, we reported that the S&P 500 hovered near 8,000 as higher oil prices and elevated Treasury yields tested equities.

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