Stocks@Night is a daily newsletter delivered after hours, giving you the first look at tomorrow and the last look at today. Sign up for free to receive it straight to your inbox. Here’s what CNBC TV producers were watching as stocks closed lower on Monday and what will be on the radar as the final trading session of 2024 begins on Tuesday. Net gas surges on frost forecast The commodity jumped 20 percent on Monday, ahead of what many believe will be a severe cold spell next week. Dan Leonard of The Weather Company — I like to call him “Wall Street’s weatherman” — said the Southeast and Midwest would be the hardest hit. He believes Texas and Oklahoma will be right on the border of a big freeze. (You may recall that Texas did very poorly during the deep freeze in 2021.) According to Leonard, electricity prices are also a key focus for traders right now, with both electricity and natural gas prices very high. are unstable. Europe also caused some concern after Gazprom said it would cut supplies to Moldova from Wednesday, but experts said today’s jump was too much as weather concerns weighed in on the US net gas stock rally. Resources gained 6.7% today. The stock is up 2% from June highs. EQT was up 5% today. That’s 3% from the Nov. 21 high. Energy transfer and Chenier were each a little over 1%. Energy transfers are up 2% from November highs. Cheniere is up 7% from its December 5 high. Apple Shares Pull Back AAPL 3M Mountain Apple Shares in Past Three Months CNBC TV’s Steve Kovach will report on two key issues for Apple next year: tariffs and Apple Intelligence. The stock fell 1.3 percent below the $4 trillion market cap level on Monday. The stock closed at $252.20 and needs to reach $264.63 to become the first company to surpass $4 trillion in market value. Apple is up 3 percent from last week’s high. Insurance PGR YTD Mountain Progressive Shares in USA Year to Date CNBC TV’s Contessa Brewer will report on how the industry is trying to prevent catastrophes, in hopes of reducing risks, payouts and potentially higher premiums for consumers. be reduced. All major insurance stocks are up in double digits in 2024. The Progressive is the best, up 50% year to date, but about 13% from November’s high. Hartford is up 36 percent in 2024, but down 14 percent from its 52-week high in November. Willis Towers is up about 30% in 2024, but down about 7% since early December. At the bottom of the list: Marsh & McLennan up 12% in 2024, Prudential up 14% in 2024, and Aon up 23% in 2024. All are at least 10% off their 52-week highs. Tomorrow is the last day of trading in 2024. Nasdaq Composite is up 29.8% in 2024. That’s down 3.6% from its record high. The Nasdaq is now up 5.7 percent after the election. The Nasdaq-100 is up 26% in 2024. That’s 4.2% from its high. The Invesco QQQ Trust ( QQQ ) has gained 4.8% since the election. The S&P 500 is up 24% in 2024. That’s 3% from the top. It has increased by 2 percent since the election. Dow is up 13% in 2024. It is 5.6% from the height. It is up 0.8 percent since the election. The Russell 2000 is up 9.9% in 2024. This is 9.7% from the high. It is down 1.5 percent since the election. REITs CNBC TV’s Diana Olick will report on the real estate investment trust sector on Tuesday. Looking at health REITs, Community Healthcare Trust is up 3.8 percent in three months, still 49 percent off its February high. For shopping REITs, Macerich is up 9.4% in three months. That’s up more than 11% from the December 9 high. Communications REITs, SBA, American Tower and Crown Castle are down double digits on the month. All are about 20 percent below their height. CBRE is the best-performing residential REIT over the past month, up nearly 7%, but still down 9% from November’s high. Data center REIT Digital Realty is down about 10 percent in a month. The stock is up 12% from its late-November high. All office REITs are down in the past month. Brookfield Property and SL Green are each down more than 15%. All major logistics REITs are down in the past month. Public Storage, XtraSpace and Prologis are down double digits in the past month. Summit Hotel Properties is up 4% on the month, but still 5% off its October high.