Stocks @ Night: Nvidia's Run and Cramer's Market Insights

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CNBC's Stocks @ Night newsletter examines Nvidia's strong performance, approaching its all-time high, and Jim Cramer's analysis of the 'Great Selective Bear Market.' Cramer highlights the outperformance of semiconductors and software while other sectors struggle.

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 a second winning day, and what's on the radar for the next session. Nvidia's CEO speaks at CES in Las Vegas Monday night CNBC TV's Kristina Partsinevelos will cover the highlights on Tuesday. Nvidia ended the session at $149.

mountain Nvidia shares over the past three months The Great Selective Bear Market… from Jim Cramer Jim Cramer and the "Mad Money" team did a great explainer on why semiconductors and software names are up, propelling the S & P 500 and Nasdaq while the bear hits health care, materials, energy and consumer staples. The VanEck Semiconductor ETF was up 3.3% on Monday, and it's up 7.5% in January. He pointed out that these important sectors are getting hit — in some cases, unfairly.

mountain SiriusXM Holdings over the past month Cal-Maine Foods reports The egg producer's quarterly numbers come out after the bell on Tuesday. Egg prices are skyrocketing. The Los Angeles Times reported on Monday that some stores are selling a carton of 12 for nearly $9. The bird flu and fears of it are being blamed for the price hikes. Cal-Maine is 8% from the Dec.16 high. The stock is up 2.7% in a week and 5.6% in a month.

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