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Here's what CNBC TV's producers were watching as stocks rallied Monday and what's on the radar for the next session.

Apple's big iPhone launch

• Apple unveiled its latest slate of iPhones, Apple Watches and AirPods at its much-watched "Glowtime" event Monday, but investors didn't seem impressed. The stock fell as the event kicked off, but staged a late-day rally to close in the green.
• Shares hit an all-time high in mid-July, and they are almost 7% from those levels.
• Still, Apple has been the second-best performing "Magnificent Seven" stock over the last three months.
• The group has been led to the downside by Google-parent Alphabet, which is down almost 15% in three months, and Nvidia, down nearly 12%.
• Apple, meanwhile is up more than 12% in the past three months. It's trailing only Tesla, which is up 22% in that period.

Oracle earnings

• The "old school" tech giant reported earnings after the bell tonight.
• Shares were up in after-hour trading after the company posted earnings and revenue that beat expectations.
• The day after its last earnings report in June, ORCL shares jumped 13.3%. The stock is up 11% in the last three months, and it's up nearly 33% this year.
• By comparison, the iShares Expanded Tech-Software Sector ETF (IGV) is up about 5% in the last three months, and it's up 4% this year.
• The Technology Select Sector SPDR Fund (XLK) is down about 4% in three months, and it's up 7% this year.
• The Nasdaq Composite is down about 1.5% in three months and up a little more than 12% this year.

Tall order

• Monday marked Brian Niccol's first day as CEO of Starbucks. Shares were up a little over 1%.
• Niccol takes over from embattled former chief Laxman Narasimhan, who became CEO in March of last year. Under Narasimhan, SBUX shares were down 7.6%. Shares are down 14% from their 52-week high hit last November.
• Niccol had previously been CEO of Chipotle, a role he took in March 2018. Under his tenure, CMG shares were up nearly 750%.
• Chipotle shares hit an all-time high in June, just before a 50-for-1 stock split went into effect. The stock is down 21% from that high.

Cancer drug results

• Shares of Summit Therapeutics soared 56% on very heavy volume after its lung cancer drug showed significantly better results than Merck's Keytruda in Phase 3 trials.
• It was the stock's best day since just May, when it jumped more than 270%.
• Shares are trading at an all-time high, up more than 630% this year.
• Merck, meanwhile, was down 2% Monday.
• Summit was the best performing stock in both the SPDR S&P Biotech ETF (XBI) and iShares Biotechnology ETF (IBB).
• The second best biotech stock on Monday was Relay Therapeutics, which was up 52% on positive results for its breast cancer drug.

Taking off

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

New S&P companies

• Speaking of S&P shake ups, two of the three newest members of the benchmark S&P 500 closed higher on Monday.
• Palantir was up 14%, its best day since February. It posted its highest close since February 2021. It has more than doubled in price this year.
• Dell Technologies rose almost 4%. It's up nearly 40% this year, but down 40% from its record high hit in late May.
• Insurance company Erie Indemnity shed 0.6%. It's still up more than 50% this year, and hit an intraday record during the session, dating back to its 1995 IPO.

—Kavitha Shastry

CNBC will interview several big market-moving CEOs Tuesday

• AT&T's John Stankey is on in the 10 a.m. hour, Eastern time. The stock shot up 2.5% Monday, hitting a new 52-week high. It is up 8% in a week. The dividend on AT&T is 5.2%.
• Michael Arougheti of Ares Management is also in the 10 a.m. hour. The stock is 10% from the July 31 high.
• Larry Culp of GE Aerospace is live in the 1 p.m. hour. The stock is 7% from a 52-week high. It jumped 2.5% Monday, but it's down 5.3% so far in September.

Apple's suppliers

• Apple's event regarding the new iPhone left the stock flat.
• But some of the suppliers moved.
• Arm Holdings will be a big player in the new iPhone. The stock was up 7% on Monday. It remains 33.5% from the July high.
• Taiwan Semiconductor was up 3.8%. The stock is 16% from the 52-week high hit in July.
• Broadcom was up 2.8% Monday. The stock is 24% from the June high.
• AMD was up 2.8% as well. It is 40% from the March high.
• Cirrus Logic was up 1.7% Monday. It is 8.7% from the August 29 high.

GameStop reports after the bell Tuesday

• The video game retailer with a lot of ups and downs reports Tuesday afternoon.
• Shares are 63% from the May high.
• GameStop is up about 11% in the last month. 

Basel III

• CNBC's Leslie Picker will report on what could be big news for the banks on Tuesday.
• Ahead of the possible news, Wells Fargo is 12.7% from the 52-week high hit in May.
• Citigroup is 12.2% from the July 17 high.
• Bank of America is 11% from the 52-week high, also hit July 17.
• Morgan Stanley is 10% from the July 16 high.
• JPMorgan is 3.85% from the Aug. 30 high.  We will hear from CEO Jamie Dimon in the morning. 

Boeing August orders and deliveries

• CNBC's Phil LeBeau will be watching for the numbers when they come out at 11 a.m.
• Shares are 39% from the high hit back on Dec. 21.
• Boeing was up 3.36% on Monday.
• It is down 6.2% so far in September.

—Jason Gewirtz