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 on Monday and what's on the radar for Tuesday's session. Big deal and Big Tech We will keep focusing on Big Tech tomorrow after the OpenAI- AMD deal, which sent the chip designer's stock to a fresh intraday high. Ultimately, shares closed nearly 24% higher. The popular VanEck Semiconductor ETF (SMH) was up 2% on Monday, hitting a new high. Applied Materials was also a big winner. The stock gained 3%, and is up 38% in a month. Nvidia fell 1% on Monday. The stock is about 3% from last week's high. Noted Bernstein chip analyst Stacy Rasgon told CNBC that OpenAI "can either cr

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