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

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Here's what CNBC TV's producers were watching on Monday and what's on the radar for Tuesday's session.

Bitcoin, Wow!

• We haven't found a lot of bitcoin bears today. The crypotocurrency set a record at $80,000, then $81,000, no wait, $82,000. Then, $83,000, $84,000, $85,000 … passing $88,000 all in about a 12-hour period.
• Many of the stocks involved with crypto are also going wild, starting with MARA Holdings, up 30%, but still 26% from its February high.
• Bitcoin miner Cleanspark was up nearly 30% today, but is 29% from its March high.
• MicroStrategy closed up 25.7% Monday, hitting a 52-week high intraday.
• Coinbase is up 20% today. Its stock also hit a high. The CEO Brian Armstrong will be on in the 8 a.m. ET hour of CNBC TV on Tuesday morning.
• Riot Platforms was up 17% today, the stock is 20% from the December high.

Gold is falling

• Gold vs. bitcoin might not be a great comparison, but just for fun, let's look.
• Gold is down 4.7% since Election Day.
• Gold is down 1.8% in a month.
• The VanEck Gold Miners ETF (GDX) was down 6% today. It is down 8% in a week and 17% from its October high.

The Transports are rallying

• Transports are up 9% since Election Day.
• The SPDR S&P Transportation ETF (XTN) was up 2% on Monday, and is up 11.7% in November.
• The XTN hit a fresh high today. It is up 25% in three months.
• The biggest gainers over the past month are Sun Country Airlines and United, both up more than 40%.
• Lyft is up 37% in a month.
• Uber is at the bottom of the pack, down 17% in a month.
• JetBlue is down 5.2% in a month, while GXO Logistics is down 3% in a month.

Robinhood's big gains

• CEO Vlad Tenev will be on during the 8 a.m. ET hour of "Squawk Box" on CNBC TV Tuesday.
• Robinhood shares were up 7% on Monday, hitting a new high.
• The stock is up 34% in a week.
• Robinhood is up 39% in November.

Record breakers

• The Russell 2000 Index hit a new high Monday. It is up 7.7% since the election.
• The Dow Jones Industrial Average hit a new high Monday. It is up 4.9% since Election Day.
• The S&P 500 hit a new high Monday. It is up 3.8% since the election.
• The Nasdaq hit a new high today. It is up 4.7% since the election.
• On the sector side, the S&P financials and industrials hit new highs Monday.
• These S&P industries all hit new highs on Monday: Airlines, consumer discretionary, consumer services, hotels and restaurants, diversified financials, capital goods, health care equipment, software and services, construction materials, retail and food and staples retailing.

Commodities in the USA

• With the drought and trade war worries, here's how key commodities are faring in the four days after Donald Trump won the election.
• Cotton is up 3% since Election Day.
• Wheat is down slightly in four days. It is down 5.8% in a month.
• Soybean is up 2.5% in four days. In the last month, it's up 1.7%.
• Sugar is down 2.8% in four days, and down 4% in a month.
• Live cattle is down 0.75% in four days, down 2% in a month.
• Timber is up 0.5% in four days, but up 8.2% in a month.

Home Depot

• The home improvement giant reports earnings before the bell Tuesday.
• Home Depot stock is up 17% since the company last reported its results.
• It is 3% from its Oct. 15 high.
• Competitor Lowe's is up 16.4% in three months, the stock is four percent from the October 15 high.