Which is likely to move the market

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Here’s what CNBC TV producers were watching as the stock market rallied on Monday and what’s on the radar for the next session.

• Apple unveiled its latest lineup of iPhones, Apple Watches and AirPods at its much-watched “Glowtime” event on Monday, but investors didn’t seem impressed. Shares fell as the event got under way, but staged a late-day rally to close in the green.
• Shares hit an all-time high in mid-July and are up nearly 7% from those levels.
• However, Apple was the second best performing “Magnificent Seven” stock over the past three months.
• The group was led to disadvantage by Google-parent Alphabetwhich is down almost 15% in three months, and Nvidiadown almost 12%.
• Meanwhile, Apple is up more than 12% over the past three months. It’s just behind adzewhich increased by 22% during that period.

• The “old school” tech giant reported earnings after the bell tonight.
• Shares rose in after-hours trading after the company posted earnings and revenue that beat expectations.
• The day after the last June earnings report, ORCL shares rose 13.3%. Stock up 11% in the last three months and has increased by almost 33% this year.
• By comparison, the iShares Expanded Tech-Software Sector ETF (IGV) it’s up about 5% over the past three months, and this year it’s up 4%.
• The Technology Select Sector SPDR Fund (XLK) it is down about 4% in three months and is up 7% this year.
• The Nasdaq Composite it’s down about 1.5 percent in three months and up a little more than 12 percent this year.

• Monday marked Brian Niccol’s first day as CEO of Starbucks. Shares rose just over 1 percent.
• Niccol takes over from embattled former chief Laxman Narasimhan, who became CEO in March last year. Under Narasimhan, SBUX shares fell 7.6%. The stock is down 14% from its 52-week high last November.
• Niccol was previously CEO of Chipotlea role he took on in March 2018. During his tenure, CMG shares have risen nearly 750%.
• Chipotle’s stock hit an all-time high in June, just before a 50-for-1 stock split took effect. Stock down 21% from that top.

• Actions of Summit Therapeutics rose 56% on very high volume after its lung cancer drug showed significantly better results than of Merck Keytruda in phase 3 studies.
• It was the stock’s best day since May, when it rose more than 270%.
• The stock is trading at an all-time high, up more than 630% this year.
• Meanwhile, Merck fell 2% on Monday.
• Summit was the best stock in both SPDR S&P Biotech ETF (XBI) and iShares Biotechnology ETF (IBB).
• Monday’s second-best biotech stock was Therapeutic relaywhich is up 52% ​​from the positive results of its breast cancer drug.

• Airlines among the best-performing stocks on Monday, with US Global Jets ETF (JETS) gaining 2.6% and posting its biggest close since July 31.
• JetBlue was the biggest gainer with over 7%. The latest move came after Bank of America upgraded the stock to neutral from underperform. The company raised its revenue guidance last week.
• United Airlines rose about 6%, the biggest gain in the S&P 500. It posted its biggest close since late June.
• American Airlineswhich will switch from the S&P 500 to the mid-cap S&P 400 starting Sept. 23, rose nearly 4%.

• Speaking of S&P changes, two of the three newest members of the benchmark S&P 500 ended higher on Monday.
• Palantir rose 14%, the best day since February. It posted its highest close since February 2021. The price has more than doubled this year.
• Dell Technologies increased by almost 4%. It’s up nearly 40% this year, but down 40% from its record high at the end of May.
• Insurance company Erie Allowance decreases 0.6%. It’s still up more than 50% this year and hit an intraday high during the session, dating back to its 1995 IPO.

— Kavitha Shastry

• AT&T’s John Stankey is on at 10 a.m. ET. Shares rose 2.5% on Monday, hitting a new 52-week high. Increases by 8% in one week. The dividend for AT&T is 5.2%.
• Michael Arougheti by Ares Management it is also at 10 am. The stock is down 10% from its July 31 high.
• Larry Culp of GE Aerospace is live at 13.00. The stock is 7% off its 52-week high. It rose 2.5% on Monday but is down 5.3% so far in September.

• Apple’s new iPhone event left the stock flat.
• But some of the suppliers have moved.
• Arm holds will be a major player in the new iPhone. Shares rose 7% on Monday. It remains 33.5% from its July high.
• Taiwan Semiconductor increased by 3.8%. The stock is 16% off its 52-week high hit in July.
• Broadcom rose 2.8% on Monday. The stock is 24% off its June high.
• AMD also increased by 2.8%. That’s 40% off the March high.
• Cirrus Logic rose 1.7% on Monday. It is 8.7% as of August 29 high.

• The up-and-down video game retailer reports Tuesday afternoon.
• Shares are 63% off their May high.
• GameStop up about 11% in the past month.

• CNBC’s Leslie Picker will report on what could be big news for banks on Tuesday.
• Before possible news, Wells Fargo is up 12.7% from the 52-week high hit in May.
• City Group is up 12.2% from the July 17 high.
• Bank of America it is 11% off its 52-week high, also reached on July 17.
• Morgan Stanley is down 10% from the July 16 high.
• JPMorgan is up 3.85% from the August 30 high. We’ll hear from CEO Jamie Dimon in the morning.

• CNBC’s Phil LeBeau will track the numbers when they come in at 11 am
• Shares are 39% off their December 21 high.
• Boeing rose 3.36% on Monday.
• So far in September, it is down 6.2%.

—Jason Gewirtz